Who this is for
You want Scarlett's bookings in the calendar you already use, and a link to your accounting. Connect the tools you use; skip the rest. She only writes to them after a call ends, so the conversation stays fast.
Time: 5 minutes. You'll need: to be the owner, and to sign in to the tool you're connecting.
Steps
1. Connect Google Calendar
Under Calendar sync, press Connect Google Calendar and sign in. Scarlett puts confirmed jobs straight in and works around anything you've already blocked out.
2. Connect Xero
Under Accounting, press Connect Xero and sign in. For now she checks the connection — automatic invoices and contacts are coming next.
What's live today
| Integration | Status |
|---|---|
| Google Calendar | Live — two-way sync |
| Xero | Live — connection only for now; invoices coming |
| Outlook | Listed, but not switched on yet |
| Tradify, Pipedrive | Coming soon |
Verify it worked
A connected tool shows a Connected badge with the account it's linked to. Google Calendar bookings then appear in your calendar.
Troubleshooting
Outlook won't connect. Outlook is shown under Calendar sync but isn't wired up yet — use Google Calendar for live two-way sync for now.
"Couldn't connect." The sign-in didn't complete or was declined. Press Connect again and allow access when the tool asks.
What's next
- Manage your diary — see synced bookings on the calendar.
- Draft and send quotes — where Xero will help next.