Open your private setup link

Use the link we sent after your onboarding form. If it has expired, request a new one using the email from your agreement and form.

Your private calendar test

Only your test code can be sent from this page. Advisor sending stays off. After verifying this email, you can connect a different Google calendar account.

The code will be generated when you click below. This approves only this test email.

Verify your onboarding email

We send an 8-digit code to the email from your agreement and onboarding form. Enter it here to open your advisor setup. A forwarded link alone cannot open your calendar settings.

The code expires in 10 minutes. Never share it or your private link. If it expires, request a new setup link.

Connect your calendar

Sign in directly with your provider. Your calendar account can use a different email from your onboarding form.

Google grants calendar-list and free/busy access, without event details. Microsoft’s basic permission can permit more fields; our service requests only event times and availability status. See the permission details before connecting.

Account connected

Calendar setup complete

You’re done with this step.

We verified your connection and saved your appointment settings. Our team can see the same completion status.

Your service start date and any remaining firm approvals are confirmed separately. Your provider may require reconnection later.

This removes our stored calendar credentials and settings. You can also revoke access in your provider’s account settings.