How To Connect iCloud with HeyClients

In this article:

• Step 1: Obtain your unique app-specific password from Apple
• Step 2: Integrate iCloud with HeyClients Calendar
• Step 3: Configure Primary Calendar and Check for Conflicts

Related Article

• iCloud Integration with HeyClients

Connecting your iCloud Calendar with HeyClients 

Step 1: Obtain your unique app-specific password from Apple

Before integrating your iCloud calendar with HeyClients Calendar, you'll need to obtain your app-specific password from Apple. This unique password is distinct from your regular Apple account password. Apple mandates the use of an app-specific password, in addition to enabling two-factor authentication, when connecting to third-party applications like HeyClients Calendar.

To obtain your app-specific password, follow these steps:

1. Sign in to https://appleid.apple.com/.
2. Enable two-factor authentication under the Security section if you haven't already done so.

1. In the App-Specific Passwords section, choose 'Generate Password.'

1. Enter a label for the password (for instance, "HeyClients Calendar") and click 'Create.'

1. Copy the generated app-specific password for use in connecting your iCloud calendar with HeyClients Calendar.

Step 2: Integrate iCloud with HeyClients Calendar

1. Click on the Settings button from the left navigation panel
2. Select My Profile and go to Calendar Settings and Calendars.
3. Click the blue + New button. Then find the iCloud option and click Connect.

1. You will be asked to enter your iCloud Email Address and your app-specific password which you created in Step 1

1. Your iCloud is Connected

Step 3: Configure Primary Calendar and Check for Conflicts

What is Primary Calendar and how is it different from Check for conflicts?

A Primary Calendar is where your appointments booked in the HeyClients application are displayed. Additionally, it also syncs all the events from your iCloud calendar into the HeyClients calendar.

If you have other calendars that you want to compare against to avoid double bookings, you can add multiple calendars in the Check for conflicts feature. The events from these calendars will also appear in the HeyClients calendar. When checking for availability, the HeyClients calendar will also take into account events from these calendars.

To setup Primary Calendar where you want the HeyClients appointments to be pushed:

1. Go to My Profile
2. Click on Calendar Configuration
3. Click on Edit under Primary Calendar
4. Select the account from the list of accounts. Please remember the list would only show those accounts which are integrated with HeyClients application
5. Save and you are all set with your Primary Calendar

For adding for calendars to Check for Conflicts:

1. Go to My Profile
2. Click on Calendar Configuration
3. Click on Edit under Check for Conflicts
4. Select the account from the list of accounts. Please remember the list would only show those accounts which are integrated with HeyClients application
5. Save to enable check for conflicts for the selected accounts

Thus, in calendar configuration you have 2 segments:

1. Primary Calendar : It reads all the calendar events from iCloud and it writes all the appointments to iCloud. 
2. Check for conflicts : It only reads calendar events from iCloud.

Important Information Specifically for iCloud Integration

Contact creation from iCloud events to HeyClients is not supported. Which also means that all the events coming in from iCloud would be treated as Blocked Slots and not appointments.

If a Blocked Slot is created in the HeyClients calendar for a user, it will not sync to the iCloud calendar.