1. Enable Google Invites in the Toolbox
To use Google Invites, enable in WIFE Client > Toolbox > Server Setup: "Allow Sending Google Invites"
2. Setup Web Profiles in the Web Profile Manager
In WIFE Client > Object Manager > User/Resource > Web Profile Manager > Events - Objects - His Own Object:enable: Send Google Calendar Invites.
3. Optionally also enable the: User Must Accept Or Decline New Bookings.
This will keep the Users Object Status as: “Pending Users Approval” UNTIL he accepts or declines the Booking in Google. See example ‘Daniel’ later in this document. [Otherwise the Object Status is Confirmed UNLESS he/she declines, then it changes to Declined.]
4. Configure the Email Addresses
Enter a valid email address for the Resource/User that is to receive the Invitations:
- This feature directly communicates with the "Google Calendar" API.
- Therefore the "Allow Mail" in WIFE Server > Setup > General is not required to be setup for this to work.
- And it is "Google" which sends out the "Google calendar" invite emails, etc.
- Due to this the 'Sender Email Address' can't be customized.
- Any delays that may occur in the email invitation mail out cannot be controlled by farmerswife, as well as the User’s individual Google/Gmail Notification configuration, that allows the User to turn off notifications.
- Any Events will appear in the Users’ local calendar time zone. E.g. the server is located in CET, and you invite a User to an Event from 9am-1pm CET who’s located in PST, the Event for the User will appear in his calendar in converted PST time (0am-4am).
5. Invite Clients
If you would also like to invite your Clients to Meetings or other Bookings, use the new (v6.1) Contact Type: Resource & Client for these contacts.
- Enter a valid email address for the contact.
- Assign a Web Profile to the contact with the ‘Google Invite’ Permission Flag enabled.
- It is not necessary to enable ‘Web Access’ (this would then use/require a Web License and also allow the Client/Resource to actively log in to the Web Client or iOS).
These contacts will both appear under ‘Clients’ and ‘Resources’ in the Toolbox > Contacts tab. They will also appear under ‘Resources’ in the Toolbox > Objects tab. And in the Object Manager under Type: ‘Resources’. You can treat them as a simple Resource and also assign Rates, add them to Object Classes, add Activities etc. But they will also be available from the contact drop down list when creating a new Project and to choose from the contacts in the Invoice Editor window.
Note: Currently this contact type is NOT yet supported in the Web Access Tiers (you can search for and view but not open the contact and you cannot create a new contact and select that type).
In “Resource Details”: set a “Nick Name” or leave blank, so when saving the contact, the Nick Name will be First & Last Name and also configure further “Client Details” details as necessary.