Connecting your Google calendar is simple. Once connected, ClientPing will watch your calendar for upcoming appointments, send text message reminders, and allow your clients to confirm. Cut down on no-shows and take charge of your schedule.
Register for a ClientPing account here. You'll be asked to choose a plan and enter a credit card. New firms get a 7-day free trial, and after the 7 days your card is charged for the plan you chose unless you cancel. You can cancel any time from your account, no phone call needed.
ClientPing will prompt you to enter your business name, main phone number, and timezone.
Next, ClientPing will ask you to choose a phone number. This is the phone number your text messages will come from. This number will be yours and yours alone. Select the number you'd like, and click "select."
You'll be presented with the "add calendar" screen; simply click the Google calendar button to proceed.
You will be redirected to the Google website, where you'll be asked to log in. If you're already logged in, you may go straight to the next step.
After logging in to Google, you will be presented with Google's standard screen for allowing access for ClientPing. Choose "Allow access."
ClientPing reads the calendar you pick, plus your contacts if you turn on contact sync, so it can send your reminders. It also updates those calendar entries, for example adding CONFIRMED: to the title when a client replies YES. ClientPing doesn't sell your data. To deliver your reminders, it sends client phone numbers and the text of each reminder to our text message provider, and client email addresses and email reminders to our email delivery provider. Your account data is stored with our hosting provider, and Stripe handles billing. We also use service providers for account notifications and analytics, and we send and receive calendar and contact information through the integrations you connect. Our privacy policy, here, has the details.
You'll be shown a list of the calendars you have set up in Google. Click the calendar you want to connect to ClientPing.
ClientPing will show you a list of upcoming appointments over the next five days from the calendar you chose above. Check that the appointment times are right. If they aren't, choose the correct timezone. This setting is critical, as it determines what times will be displayed for your clients in reminder messages. If you don't have any upcoming appointments, add one to your calendar and click "refresh." Once you've confirmed the times are correct, click "confirm."
You'll now be shown your calendar settings. To turn on reminders, click the "enable" toggle to activate monitoring. By default, ClientPing reminds your clients one day before the appointment, which is the latest a reminder can go out, and lets them confirm by texting back "YES" or decline by texting back "NO". When a client declines, you'll receive an email at your notification email address with the contact details of the client and appointment so you can reschedule them. If you'd like to change the time when reminders are sent, or change the text messages your clients receive, you can do so by clicking "Messages" in the menu.
That's it. Your Google calendar is connected, and ClientPing will take it from here.
