> For the complete documentation index, see [llms.txt](https://help.getweddingos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.getweddingos.com/admin/integrations.md). # Integrations *** ## Google Connecting Google syncs your email, calendar, and drive to WeddingOS. The connection is **per planner** — each person on your team connects their own Google account independently. ### What connecting Google enables | Feature | What it does | | ------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Gmail** | Bidirectional — send emails from your own Google address inside WeddingOS, and incoming replies sync back to the client's email thread automatically. Without Google connected, emails send from a system address instead of yours. | | **Calendar** | Bidirectional — consultations and meetings you create in WeddingOS appear in your Google Calendar, and events in your Google Calendar appear in the client's Meetings tab. | | **Drive** | WeddingOS automatically creates a client folder in Drive when a lead is marked Booked. Export documents from the Docs tab directly to that folder, and view any files stored there from the client detail page. | ### How to connect your Google account 1. Go to **Settings → Integrations** 2. Under **Google Workspace**, click **Connect Google** 3. You'll be redirected to Google — sign in and grant the requested permissions 4. You'll land back on the Integrations page with a **Connected** badge Each planner on your team needs to do this individually. You can see who has connected on the **Settings → Team** page — look for the green Google badge next to each name. ### How Google Drive is organized When a lead is marked **Booked**, WeddingOS automatically creates a dedicated folder for that client in Google Drive. This folder becomes the central place for everything related to that wedding. **Setting a parent folder** By default, client folders are created in the root of your Google Drive, which can get cluttered fast. We recommend creating a single folder in Drive (e.g., "WeddingOS Clients") and setting it as the parent — all new client folders will be created inside it automatically. To set it up: 1. In Google Drive, create (or navigate to) the folder you want to use as the parent 2. Copy the folder ID from the URL: `drive.google.com/drive/folders/`**`[ID HERE]`** 3. Go to **Settings → Integrations** and paste the ID into **Client Folder Location** 4. Click **Save** This is an org-wide setting — it applies to all planners. Existing client folders are not moved. ### Consultation sync When Google is connected, WeddingOS automatically detects new consultation bookings from your Google Calendar and updates lead status accordingly. **How it works:** Once per day, WeddingOS checks your Google Calendar for newly added events. If an event's attendee email matches a lead in your system who is in **Lead** or **Contacted** status, their status automatically advances to **Consultation Scheduled** — including setting the consultation date, unenrolling them from any active email sequence, and logging the activity. This means if a lead books directly through your **Google Calendar Appointment Booking page**, their CRM record updates automatically overnight. No manual status change needed. ### Disconnecting Google Go to **Settings → Integrations → Google Workspace** and click **Disconnect**. This removes access to Gmail, Calendar, and Drive for your account. Other team members' connections are unaffected. ### Troubleshooting **Emails aren't sending from my Gmail address** — Make sure your Google account is connected under Settings → Integrations. Without it, emails go out from a system address. **Drive folder wasn't created for a client** — The folder is created automatically when a lead's status changes to Booked. If the status was set before Google was connected, you can trigger folder creation manually from the client's detail page (Details tab → Create Drive Folder button). **Team member doesn't see a Google badge on the Team page** — They haven't connected yet. Each planner connects at Settings → Integrations using their own login. *** ## Calendly If your team uses Calendly for consultation booking, you can connect it to get automatic lead status updates. **What it does:** When a lead books through your Calendly link, their status in WeddingOS automatically advances to **Consultation Scheduled** — immediately, not on the next daily sync. **How to connect:** 1. Go to **Settings → Integrations** 2. Under **Calendly**, click **Connect Calendly** 3. Sign in to your Calendly account and authorize the connection 4. Done — the webhook is registered automatically **What happens on booking:** * Lead status → Consultation Scheduled * Consultation date stamped with the booked time * Lead unenrolled from any active email sequence * Activity logged on the lead's record **On cancellation:** If a lead cancels their Calendly booking, a note is logged on their record but status is not automatically reverted — your planner reviews and decides next steps. **Personal booking link:** You can save your personal Calendly URL under Settings → Integrations. Use `{{calendlyLink}}` in email templates to insert it automatically. *** ## Stripe Connecting Stripe lets you send clients a direct payment link from their payment schedule. Instead of chasing checks or manual transfers, clients click a link and pay online — and WeddingOS automatically marks the payment as received. ### What Stripe enables * **Send invoice links** directly from a client's Payments tab * **Auto-reconcile payments** — when a client pays, their payment row updates to Paid automatically * Stripe is connected once at the org level, so all planners can use it ### How to connect 1. Go to **Settings → Integrations** 2. Scroll to the **Stripe** section 3. Click **Connect Stripe** 4. You'll be redirected to Stripe to log in or create an account 5. Follow Stripe's prompts to connect your business account 6. Once complete, you'll land back in WeddingOS with a "Connected" confirmation > If you don't have a Stripe account yet, you can create one during this flow — it takes about 5 minutes. ### Sending a payment link to a client Once Stripe is connected: 1. Open a client's detail page and go to the **Payments** tab 2. Find the payment row you want to collect 3. Click **Send Invoice** — this generates a Stripe payment link and emails it to the client 4. When the client pays, the row automatically updates to **Paid** ### Disconnecting Stripe 1. Go to **Settings → Integrations** 2. Click **Disconnect** under the Stripe section 3. Confirm the prompt > Disconnecting removes the ability to send new invoice links. Existing payments already collected are not affected. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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