These instructions are for first time use and if your updating to a newer version. Before updating to a new version please see the clean calendars procedure prior to updating.
The latest version of Better Scheduling for WorkflowMax is available from our site here:
Please ensure you have completed the below pre-requisites prior to starting the setup, this is only required once:
Using a Gmail consumer account or a new (less than 6 months old) G Suite account (formerly Google for Work):
If you are using any of the above types of accounts your API usage is severely limited. API access is needed to allow calendar editing in your domain.
The free consumer Gmail account AND newer G Suite accounts are heavily restricted by Google to stop misuse. There is the ability to raise these restrictions for payed G Suite accounts by pre-paying 6 months of your subscription as detailed here
Contact us to get more information, we are happy to help or demo for you.
Create your Workflow Max custom fields:
You need at least the two START TIME and END TIME custom fields created and associated to Job Tasks in Workflow Max. For assistance please see these instructions.
Add your staff calendars to your calendar view:
You should have all your staff calendars displayed in your calendar. For help see these instructions.
Get your API and Account keys from WorkflowMax:
You need to have your API and Account keys from email@example.com
Once the Better Scheduling for Workflow Max spreadsheet is open...
NOTE: Please check that the Better Scheduling for WorkflowMax menu appears after the sheet loads, if it doesn't then see this fix here first
go to Tools > Script Editor
Then in the Google Apps Script Editor go to Resources > Advanced Google Services
Enable/Turn On the Calendar API service (most likely already on)
Then click the Google Developers Console link at the bottom of the Advanced Google Services page:
Then under Google Apps APIs > click Calendar API
Select Enable API
Close this Tab/Window
All 3 services, Google Apps script editor, Google Calendar and Google Sheets must have the correct location or at least matching time zones set.
Google Apps Script Editor
In the Google Apps Script Editor, go to File > Project Properties > Info tab and set the correct time zone (this will ensure the time stamps in the logs and spreadsheet reflect your current time)
Go to File > Spreadsheet Settings > Locale and Timezone
Check both the Locale and Timezone are correct for your location OR Matching the Google Apps script and Google Calendar
In all the calendars that will be managed by the integration tool, go to Settings icon > Settings
Ensure the timezone for the calendar(s) is set for your location OR matching the other two services.