Calendars in Enerflo are used for scheduling a user's availability and are based on the user's role in the company. Calendars can reflect a user's personal schedule or a schedule based on their role — such as Admin, Sales Manager, etc. — where multiple schedules can be viewed on a single calendar. A user can access their personal schedule and assigned appointments by going to their profile menu and selecting My Schedule. Calendars based on user role are found in each role's menu. The company calendar is found under Your Roles > Sales Company > Scheduling.
When a Google Calendar is synced, Enerflo will push scheduled appointments to that calendar. You can also use the sync to manage rep availability by marking unavailable times on the associated Google Calendar — those time slots will be blocked when scheduling appointments.
Office Calendars vs. Personal Calendars
For appointment types where many different users need calendar sync — site surveys, for example — Enerflo recommends syncing an office calendar rather than syncing every individual rep's personal calendar.
Without an office calendar: the assigned user's own Google Calendar is used to create and sync the event. If a team has 10 site surveyors, that's 10 separate calendars that all need auto sync turned on and working. Any time one of those users changes their Google password or updates 2FA, their sync has to be reconnected in Enerflo.
With an office calendar: a single, more stable calendar — commonly owned by someone with low turnover, like an Ops user — is synced and then added to the relevant office(s) for that appointment type. When an appointment is created, the event is placed on the office calendar and the assigned rep is added to it as a participant. If the appointment is reassigned, that same event is updated: the previous rep is removed and the new rep is added, rather than a new event being created. This means only one Google Calendar connection needs to stay healthy, instead of one per rep.
Reps should still sync their own personal calendars for availability — so their existing personal appointments block out time when scheduling — but not to receive the actual appointment invite; that happens automatically once they're added as a participant on the office calendar event.
You can set up more than one office calendar if it's useful to group appointment types differently — for example, a separate calendar just for site survey appointments across offices. Office calendars and which appointment types/offices they apply to are configured at the office level, and an admin can assign multiple rules if needed.
Note: the sync issues covered below are most common on appointment types where no office calendar is configured. If you're seeing recurring sync problems for a given appointment type, setting up an office calendar for it is the most reliable fix.
Adding a Google Calendar to Enerflo
To populate appointments on your Enerflo calendar, it needs to be synced with a Google Calendar. To set this up:
Access your user profile menu and click Edit My Profile. About halfway down the page, you'll find the Manage Account Linking section with a blue Manage Calendars button. Click it to see the Google Calendars you have access to.
Click the blue Add Account button at the top of the page. This opens an OAuth flow to enter your Google credentials. Once connected, select the proper calendar(s) for your appointment schedule. A background process will populate appointments from Google into your Enerflo calendar — this may take a few moments.
When setting up your personal calendar, only select the Google calendar(s) you want to determine your availability. Any appointment on a user's personal calendar will block out that time and show them as busy/unavailable. It is not recommended to select teammates' calendars when setting up your personal schedule in Enerflo.
In order for Enerflo appointments to sync to Google, the user must have at least one calendar selected.
Appointments pulled in from Google will appear as "personal" on your Enerflo calendar. This is by design — it keeps your schedule private while still blocking that time for availability purposes. Appointments created directly in Enerflo will reflect the name of the Appointment Type configured in your instance.
Troubleshooting Sync Issues
General sync failure: If your calendar stops syncing, revisit Manage Calendars and check the connection status of your Google credentials. These connections can time out and may need to be refreshed.
A specific Appointment Type stops syncing: Go to Your Roles > Sales Company > Company Settings > Appointment Types, click Edit next to the affected Appointment Type, then click the Tools tab and select Re-sync.
Sync Reliability
When you edit your synced calendar in Settings, auto-sync stays enabled.
Appointments sync to Google regardless of how far out they're scheduled.
Cancelling an appointment in Enerflo removes the corresponding event from Google Calendar.
Reassigning an appointment to another user removes the event from the previous user's Google Calendar and recreates it on the new user's calendar.
If a calendar event is deleted directly on Google Calendar, Enerflo no longer assumes the event still exists — it will recreate the event or a new one as needed to stay in sync.