Our company uses Google Suite/Gmail and one user uses Outlook for email and calendar (connected to G Suite)
HubSpot does not seem to have its own calendar view.
For site surveys, I have multiple people who need different people involved in site surveys. Not all of those people are dedicated estimators and may have schedules outside of Hubspot.
Are there any best practices for sharing calendars?
Is it possible for everyone scheduling in Hubspot to use the same calendar? Or does it have to be their calendar, and then they share it via Google?
Hi @Gotcha,
HubSpot expects each user to connect their individual calendar and to maintain all of their availability within this connected calendar. I would also consider this best practice and advise against trying to use shared calendars, except for a few edge use cases.
If your user base maintains their availability in additional calendars that are not connected to HubSpot, they should make sure that their availability is shared among the calendars.
For example: I have my business calendar connected to HubSpot. I have also shared my personal calendar with my business calendar (both in Google Calendar) to make sure that my personal availability reflects on my business calendar. Those times are also marked as busy. That way I’m making sure that personal appointments are not showing as available in HubSpot meeting links.
In your case this would be similar: Each user would have to connect their own calendar and make sure that it reflects all of their availability. Either through diligent maintenance or by sharing other calendars with this main calendar.
Best regards!