Schedules can be hectic, and managing them is no easy task. By linking your calendar to your Yembo account, you'll be able to easily ensure calendar events are shown in Yembo, and Yembo surveys are on your calendar.
Linking Your Calendar
Log into Yembo
Click on your initial in the lower-left corner of the screen.
Select "Settings" from the menu.
Scroll to the bottom of the page until you find "Linked Account Setting."
Under "Linked Account Setting," select "Link Calendar."
If a calendar is already linked, you're all set!
If you'd like to link a different calendar, first unlink the current one, then proceed with the steps to add a new one.
6. Confirm the Calendar Link
Next, you'll see an additional confirmation prompt allowing Yembo to link your calendar to the account.
Be sure the email for your account is correct (it does not have to be the same email as your calendar).
Select "Link Account" to finalize the setup.
7. Select your Calendar provider
You'll be directed to a page where you can choose between Google or Microsoft (Outlook) calendar sync options.
Select the appropriate provider to proceed.
8. Completing the Sync Process
Follow the log-in and verification steps to allow Yembo permission to sync and create events in your calendar.
This step is required to ensure scheduled events are properly blocked in both Yembo and your calendar.
Select "Continue".
9. If needed, you can also unlink your calendar from this menu.
Your calendar in Yembo
Now that your calendar is linked with Yembo, survey events will automatically appear when scheduling Smart Consult or Onsite surveys. This ensures seamless coordination while preventing scheduling conflicts.
Blocking & Overriding Scheduled Times
When scheduling a survey, times will be blocked off so other users cannot double-book over your availability.
If needed, you can override blocked times by manually booking over them with calendar events.
Unavailable times will be shown in grey, making them easy to identify.
Your scheduling view:
Others scheduling view:
Viewing Scheduled Surveys
You will see scheduled survey events on your corresponding calendar.
Each event will include a link to the scheduled survey for easy access.
Modifying Survey Schedules
Changes made in Yembo (e.g., updating the survey schedule) will reflect on the calendar.
Changes made directly on the calendar will not update the survey event in Yembo.
(Note that changes to your calendar won't be reflected in Yembo for a few minutes.)
Your Yembo Calendar
While your Yembo Calendar helps track Smart Consult appointments, it does not fully mirror your work calendar. Here’s what to keep in mind:
Limited Sync Scope
The Yembo Calendar (on the left navigation panel) will only display Smart Consult appointments.
Viewing All Work Meetings
If you want to see your Smart Consults alongside the rest of your work meetings, check your work calendar instead.
Congratulations! Your calendar is now synced to Yembo!