Overview

Supermove can show your team's calendars while you schedule a survey, so you can book around existing meetings and appointments. Each person can now connect more than one account, and you can show shared company calendars (such as a survey team calendar) as well as personal ones.

In this article, you'll learn how to:

• Connect your company account
• Connect your own email and calendar accounts
• Choose which calendars appear when scheduling surveys
• Use the Sales Calendar when creating or editing a project

Step 1: Connect Your Company Account

Your company's shared email account needs to be connected first. See Connect Company Account (Two-Way Email) for step-by-step directions.

Step 2: Connect Your Own Accounts

Each staff member connects their own accounts from Account Settings → Communication → Email. You can connect several accounts, such as a work account and a personal calendar.

1. Open Account Settings from the menu in the top-right corner.
2. Go to Communication → Email.
3. Click Connect Account.
4. Choose what the account is used for: Email, Calendar or both.
5. Sign in to the account to finish connecting it.

Your accounts are listed under Connected Accounts, showing what each one is Used For and which one is your Default for sending email. Use the row menu to:

• Set as default email account
• Edit usage to turn email or calendar on or off for that account
• Reconnect or Disconnect

Note: Accounts connected before this update keep working for both email and calendar. Nothing changes until you change it.

To see your connected calendars, go to Account Settings → Scheduling → Calendar. Every calendar on each account you marked for calendar is listed under that account's email address.

Step 3: Choose the Survey Calendars

An admin chooses which calendars appear when scheduling surveys. This setting has moved to Company Settings → Sales → Calendars.

1. Go to Company Settings → Sales → Calendars.
2. Under Survey Scheduling, click Edit.
3. Pick calendars from the list, grouped by account. You can choose:
   • Calendars on company accounts
   • Calendars on any user's connected accounts
   • Any calendar on an account, not only its main one
4. Drag the chosen calendars into the order you want them to appear, then save.

Note: This replaces the old Sales Calendar setting on the Surveys settings page. Salespeople who were already on the survey calendar were carried over automatically.

Step 4: Use the Sales Calendar When Scheduling

When you create a project and schedule a survey, open the Sales Calendar tab. It shows one column per calendar chosen in Step 3, in the same order. Meetings on a second calendar or a shared company calendar show as busy, so you won't double-book.

• Use the Calendars dropdown above the day view to narrow the columns for this booking.
• The same calendar view appears when you edit a project's survey job, so you can reschedule or reassign.
• If the calendar is empty, click Set up Sales Calendar to go straight to the Calendars settings page.

Important Notes

⚠️ The survey calendar list is one list for the whole company.

⚠️ Only calendars on accounts marked for Calendar can be chosen.

FAQ

Where did the Sales Calendar setting under Inventory/Surveys go?
It moved to Company Settings → Sales → Calendars.

Can I show a shared team calendar?
Yes. Calendars on company accounts can now be added to Survey Scheduling.

Need Help? If you have questions about the Sales Calendar, contact our Product Experts team at help@supermove.com.