Calendar and scheduling

Your calendar is a personal connection: each seller connects their own. It powers the “Schedule a session” option buyers see in the Buyer Space, and, for Google Calendar, can bring your buyer meetings into Shadows as tasks on the right deal.

Where: Settings → Profile → Calendar. Every member can connect their own calendar.

Screenshot coming soonThe Calendar card on the Profile page with four provider tiles

Choose a provider

Provider	What buyers get
Google Calendar	Book inside your real availability.
Outlook Calendar	Book inside your real availability.
Calendly	A booking link instead.
Cal.com	A booking link, using open-source scheduling.

Connect your calendar

1. Go to Settings → Profile and find Calendar.
2. Click Connect on the provider you use.
3. Sign in and approve access.
4. A green dot shows the tile is connected. Click Disconnect to remove it.

Caution

Until you connect a calendar, the buyer’s “Schedule a session” widget falls back to asking the buyer to reply with a time that suits them.

Import meetings with your buyers (Google Calendar)

Once Google Calendar is connected, an Import meetings with your buyers option appears under it.

1. Turn on the switch.
2. Shadows looks at meetings in the next 30 days. Any meeting with a stakeholder on one of your open deals becomes a meeting task on that deal.
3. Imported meetings follow your calendar: if a meeting is moved, cancelled or declined, the task updates too.

Click Sync now to check for new meetings straight away.

Coming soon

Connecting Google Drive as a knowledge source and syncing your Gmail or Outlook inbox are shown in Settings as coming soon and aren’t available yet.

For the Buyer Space side of scheduling, see Buyer Space.