Overview

You can embed your Google Calendar directly into Copilot, making it easy for clients to view your shared calendar.

App Setup

1. Go to App Setup, and click + Add an app in the top right corner.

2. Scroll to Don't see your app? and click Add. Set a title and icon that represents the app.

3. We recommend setting this up as an automatic App if you want your file to be visible to all clients. If you only want this App to be visible to one or more specific clients, set this as a manual App.

4. Leave the app set to as Show as embed so that the client isn't directed outside of the portal.

5. Open your Google Calendar in your browser.

6. Click the gear icon in the top-right and select Settings.

7. Click the name of the calendar you want to embed from the sidebar under Settings for my calendars. This will open the calendar settings.

8. Find the Access permissions for events section on the page.

9. Check the box next to Make available to public, and choose the permissions you would like from the dropdown. We recommend using the See all event details option.

10. Next, scroll down to the Integrate calendar section and find the Embed code. Copy the iframe code.

11. You can click the Customize button if you want to customize the display of the calendar (optional).

12. Go back to the App Setup page and paste the copied iframe code into the content box.