Google Calendar
Connect Google Calendar so Templi can see your upcoming client meetings, match the attendees to your clients, and record the meeting through the Templi Adviser desktop app when it starts. The connection is read-only: Templi never creates, changes or deletes calendar events.
What it does
Syncs your upcoming meetings into Templi, including title, time, attendees and the meeting link.
Recognises Google Meet, Microsoft Teams and Zoom links so the desktop app knows which meetings to record.
Matches attendees to your Templi clients by email address, so notes and fact finds land on the right record.
Keeps up to date as meetings are added, moved or cancelled in Google Calendar.
Connect
Each person connects their own calendar. Administrators cannot connect calendars on someone else's behalf.
In Templi, click Integrations, open Google Calendar and click Connect, or click Connect Calendar in the desktop app.
Review what the app will be able to do and click Authorise and connect.
Sign in to Google in the tab that opens and allow calendar access.
If Google later revokes the connection, the app shows an amber status with a Reconnect button. Meetings stop syncing until you reconnect.