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What information do I need from the doctor/practice owner to set up Google Calendar sync?

Google Calendar sync requires a brief setup moment with the physician or practice owner — here's exactly what to ask for so you can complete it in one sitting.

The Google Workspace email address used for appointments

You need the exact Google account email address the doctor uses for their calendar — this is typically their Google Workspace (formerly G Suite) address tied to the practice domain, such as dr.smith@hairrestorationpractice.com. A personal Gmail account works too if that's what they use for scheduling, but a practice email is preferred.

The doctor's availability to authorize the connection in real time

The sync requires the doctor (or whoever owns the Google account) to actively sign in and click "Allow" when the Google authorization window appears. You cannot complete this without them present — even briefly. Schedule 5 minutes with the doctor or ask them to be available at their computer while you initiate the connection from RootLogic Settings.

Which specific Google Calendar to sync

Google accounts often have multiple calendars (Main, Birthdays, US Holidays, etc.). Ask the doctor which calendar represents their patient appointment schedule. In most cases it's their primary calendar named after themselves or the practice, but confirm this before the setup session so you select the right one from the dropdown after authorization.

Whether they want personal blocks to show as busy in RootLogic

Ask the doctor if they want personal events on their Google Calendar (vacations, personal appointments, etc.) to block availability in RootLogic. With two-way sync enabled, RootLogic respects any block on the Google Calendar. If they prefer to keep personal events private and manage availability separately in RootLogic, note that so you configure it correctly.

Pro tip: The easiest way to do this setup is to sit down with the doctor at their computer for 5 minutes during a slow moment — lunch break, end of day, or right after a procedure. Walk them through it step by step and let them do the Google authorization clicks themselves. It takes less time to do it right once than to troubleshoot a broken sync later.

Important: Do not attempt to set up Google Calendar sync using your own Google account or any account other than the physician's. The sync must be authorized by the account that owns the calendar being synced. Using the wrong account will link the wrong calendar.

What information do I need from the doctor/practice owner to set up Google Calendar sync?

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