--- title: Online Appointment Set Up for Google description: As of August 30, 2024, several texting features in our Green Portal and 2.0 legacy platforms will be discontinued due to the deprecation of older technology by our text vendor. Click here for details. --- [Skip to content](https://help.countingworkspro.com/online-appointment-set-up-for-google#main-content) English Show submenu for translations ![countingworks-pro-logo](https://help.countingworkspro.com/hs-fs/hubfs/countingworks-pro-logo.png?width=400&height=56&name=countingworks-pro-logo.png) Open main navigation Close main navigation - English Show submenu for translations - Go to countingworkspro.com Go to countingworkspro.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.countingworkspro.com/?hsLang=en) 2. [Green Portal](https://help.countingworkspro.com/green-portal?hsLang=en) 3. [Online Appointments & Reminders](https://help.countingworkspro.com/green-portal?hsLang=en#online-appointments-reminders) # Online Appointment Set Up for Google #### **Important Update: Deprecation of Texting Features in our Green Portal and 2.0 Legacy Platforms.** **As of August 30, 2024, several texting features in our Green Portal and 2.0 legacy platforms will be discontinued due to the deprecation of older technology by our text vendor. Click [here](https://help.countingworkspro.com/important-update-deprecation-of-texting-features-in-our-legacy-platform?hs_preview=TxUuZnXG-176059628816&hsLang=en) for details.** Please contact ClientWhys to activate the Online Appointment Reminder system in your account. We utilize Google Calendar and Gmail to sync with our Online Appointment Calendar. You will need to follow the set up instructions below or provide us with your Google user name and password and we can set it up for you. **Getting Started** The Reminder system allows you to accommodate office tasks like appointment setting and reminders. This will lower your administration costs and improve the efficiencies in your office. To set up, follow the steps below: **STEP 1. Set up a Google Calendar account at [www.google.com/calendar/](https://www.google.com/calendar/).** Note you must use the default calendar, not a shared calendar. Your default calendar is always your primary calendar (the one at the top of "My Calendars"). - Click the three dots next to your name under **My Calendars**. - Select **Settings and Sharings** - Scroll down to **Access Permissions** and flag the boxes next to **Make this Calendar Public** and **see only my Free/Busy (hide details).** **STEP 2. Set Up the Secret Address in ICAL Format** - Scroll down to **Integrate Calendar** - Go to **Secret Address in ICAL Format** and **copy the URL**. *Note if you do not show a **Secret Address**, please contact our help desk for further instruction.* **Next -** - Login to your **ClientWhys admin** at [portal.clientwhys.com](http://www.portal.clientwhys.com/) - Click on the **gear settings icon** located to the right of your business name. - Click on **Reminders** - Click on **Google Calendar Link** - Paste the **Secret iCal** code from your Google Calendar into the Clientwhys **Google Calendar Link** in the **Reminders Setup.** - Click **Update** *It may take up to 2 hours for the initial sync so please be patient.* **STEP 3. Set up your ClientWhys Appointment Reminder Preferences** - Login to your ClientWhys admin at [portal.clientwhys.com](http://www.portal.clientwhys.com/) - Click on the **gear** **settings icon** located to the right of your business name. Click on **Reminders** and set up the following **-** - **Services** - Add your services and time allocated to those services. - **Hours** – Enter your hours of operation - **Reminder Preferences** - Use the dropdowns to set the number of days before the appointment that the reminders should be sent. - **Reminder Voice Gender** – Select a male or female voice for reminders sent via telephone. - **Confirmation Message -** This will be sent to the client via email when a meeting has been confirmed. Edit your appointment confirmation message or leave as is. Leave the bracketed words exactly as shown if you would like to auto-populate this information. - **Email Reminder Subject** – Enter your custom email subject line here. - **Email Reminder Message** - This reminder message will be sent to the client via email based upon the lead time you have set under Reminder Preferences. Edit your reminder message or leave as is. Leave the bracketed words exactly as shown if you would like to auto-populate this information. - **Phone Reminder Message** - This reminder message will be sent to the client via the telephone based upon the lead time you have set under Reminder Preferences. Edit your reminder message or leave as is. Leave the bracketed words exactly as shown if you would like to auto-populate this information. - **Text Reminder Message** - This reminder message will be sent to the client via text based upon the lead time you have set under Reminder Preferences. Edit your reminder message or leave as is. Leave the bracketed words exactly as shown if you would like to auto-populate this information. Note there is a 140 character limit. **Your Set Up is Complete** Once the Google Calendar has synced with the ClientWhys online appointments calendar, the calendar will immediately identify when you're busy. Any appointments made through the online appointment calendar will be sent by email to your Gmail account for approval. These emails will need to be both **confirmed and saved** to the Google calendar. Once you **confirm an appointment** and **save it to the Google Calendar**, the client will receive an email confirmation. --- **For Multiple Preparers –** You can set up additional online appointment calendars for multiple preparers within your office. Under the gear settings tab select **Users and Access Levels** and add the preparer. Next complete each of the set up screens including services, hours and the Google iCal link. **Note** each preparer must have their own Google Calendar and unique **private iCal link**. Please feel free email [help@countingworkspro.com](mailto:help@countingworkspro.com) if you need assistance setting up the online appointments. 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