How-to

How do I connect my calendar or scheduling tool?

Connect a supported provider in Settings so session information can reach CoachSheets.

Open in CoachSheets
Before you start

Sign in to the correct coaching workspace. You need permission to manage this area.

Step by step

  1. Open Settings → Integrations.

  2. Choose the calendar or scheduling provider you use.

  3. Follow the provider’s authorization flow and select the correct account.

  4. Return to CoachSheets, check connection status, and use sync if offered.

  5. Check an imported session’s time and associated client.

How you know it worked

The connection is visible and you can verify its imported sessions.

If something looks different

Connecting an account does not guarantee every historical event becomes a client session.

YOUR NEXT STEP

Why is a booked session missing or linked incorrectly?

Check the connection, event details, and client contact information before creating a duplicate.