FxMedSupport Help Center | Google Calendar Integration

Google Calendar Integration

Updated 03-31-26 - V: 1.0.0

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How to set up and manage a bi-directional Google Calendar sync with Cerbo using FXMedSupport.

The Google Calendar Integration allows your practice to sync appointments bi-directionally between Google Calendar and Cerbo. Events created in Cerbo will automatically appear in Google Calendar, and events added to Google Calendar will reflect in Cerbo — keeping all scheduling in one unified view. This eliminates double-entry and ensures your providers always have an up-to-date schedule across both platforms.

What It Supports

• Bi-directional sync between Google Calendar and Cerbo
• One-directional sync option (Google to Cerbo only)
• Manual sync trigger with custom date range selection
• Sync logs with filtering by calendar, status, direction, and date range
• Sync history tracking for all calendar synchronization operations
• Optional: Prevent double-booking across both platforms
• Optional: Acceptance-based sync for Google Calendar invites
• Optional: Private event title masking in either platform

Before You Begin

• You must have access to the Google Calendar account you want to connect
• The Cerbo user must already be set up in your practice
• You will need to share the Google Calendar with the FXMedSupport service account before the connection can activate
• Have your Google Calendar ID ready (found under Google Calendar Settings → Integrate Calendar section)

Step 1: Open the Google Calendar App in FXMedSupport

1. On the right side of the Cerbo screen, click the green FXMedSupport circular icon to open the widget.

2. Click "Available Apps" in the top navigation bar of the widget.
3. Scroll to the "Scheduling" section and click "Google Calendar."

4. The Google Calendar app will open and display the Calendars List tab, showing all currently connected calendars.

Step 2: Copy Your Google Calendar ID

1. Open Google Calendar in a separate browser tab (calendar.google.com).
2. In the left sidebar under "My Calendars," hover over the calendar you want to connect.
3. Click the three dots (⋯) that appear next to the calendar name.
4. Select "Settings and sharing" from the dropdown menu.

5. Scroll down to the "Integrate calendar" section.
6. Locate the "Calendar ID" field and copy the value shown (e.g., yourname@yourdomain.com).
Keep this value — you will paste it into FXMedSupport in Step 4.

Step 3: Share Your Google Calendar with FXMedSupport

1. While still on the Google Calendar Settings page, scroll up to the "Shared with" section.
2. Click the "+ Add people and groups" button.

3. In the "Share with specific people" dialog, enter the following FXMedSupport service account email: fxmedsupport@fxmedsupport.iam.gserviceaccount.com

4. In the "Permissions" dropdown, select "Make changes to events."
5. Click "Send" to save the sharing settings.
6. A confirmation message will appear indicating the sharing setting was saved successfully.

ℹ️ Note: The FXMedSupport service account email is also displayed inside the widget under the "Add New Calendar Connection" tab. You must share your Google Calendar with this address before the calendar connection can activate successfully.

Step 4: Add a New Calendar Connection in FXMedSupport

1. Return to the FXMedSupport widget and click the "Add New Calendar Connection" tab.
2. Confirm the service account email is shown at the top of the page, and that your Google Calendar has already been shared with it (Step 3).

3. In the "Calendar Name" field, enter a name for this connection (e.g., the provider name).
4. In the "Type of Connection" dropdown, select "Bi-Directional" to sync events in both directions between Google Calendar and Cerbo.
5. In the "Select Cerbo User" dropdown, select the Cerbo user this calendar belongs to.

6. In the "Calendar ID" field, paste the Calendar ID copied from Google Calendar in Step 2.

Step 5: Configure Cerbo to Google Settings

These settings control how appointments flow from Cerbo into Google Calendar.

1. "Include Cerbo Event Types" — Select "All (Include New Ones)" to sync all appointment types, including any added in the future.

2. "Exclude Cerbo Event Types" — Leave as "None Selected" to include all events. Select specific types here if you need to exclude any.

3. "Make Google Calendar Event Titles ‘Private’" — Check this if you want event titles from Cerbo to display as "Private" in Google Calendar. (Optional)
4. "Disable Google Cancel" — Check this if you do NOT want cancelled Cerbo appointments to be deleted from Google Calendar. (Optional)

Step 6: Configure Google into Cerbo Settings

These settings control how appointments flow from Google Calendar into Cerbo.

1. "Map Google Appointments to Cerbo Appointment Type" — Select "Google Cal" from the dropdown to easily identify synced events in Cerbo.

2. "Title Contain" — Enter a keyword to only sync events whose title includes that word. Leave blank to sync all events. (Optional)
3. "Title Doesn’t Contain" — Enter a keyword to exclude events with that word from syncing into Cerbo. (Optional)
4. "Enable Patient Matching" — Matches Google Calendar events to Cerbo patients by email. Not recommended — see warning below. (Optional)

5. "Enable Sync (Acceptance-Based)" — When enabled, Cerbo appointments are only created when you accept a Google Calendar invite, not just when you’re the event creator. (Optional)
6. "Prevent Double-Booking" — When enabled, prevents overlapping events from being created across Google Calendar and Cerbo. (Optional)
7. "Enable Invite Hold Logic" — Blocks time in Cerbo for pending Google invites. Converts to an appointment when accepted, or removes it when declined. (Optional)

💡 Tip: For most setups, leaving the optional checkboxes unchecked is the recommended starting point. You can enable them later based on your practice needs.

⚠️ Warning: "Enable Patient Matching" is NOT recommended. When enabled, it can create relationships between a single Google Calendar event and multiple Cerbo patients, which may cause data integrity issues. Leave this unchecked unless specifically instructed by FXMedSupport.

Step 7: Save Settings and Activate the Calendar

1. Once all settings are configured, scroll to the bottom of the page and click the orange "Save Settings" button.

2. The widget will navigate back to the Calendars List tab. Locate your newly added calendar at the bottom of the list.
3. The Status column will display an "Activate" button — click it.

4. A "Request initiated." confirmation message will appear at the top of the widget, and the calendar status will change to "Pending."

5. Close the FXMedSupport widget and refresh the Cerbo page.
6. Reopen the widget → click "Available Apps" → click "Google Calendar."
7. In the Calendars List, confirm the calendar status now shows "Active" with a "Manual Sync Trigger" button in the Action column.

ℹ️ Note: The calendar status moves through three stages: "Activate" → "Pending" → "Active." Give the system a moment after clicking Activate to process the request. If the calendar does not reach Active status, confirm that Step 3 (sharing with the FXMedSupport service account) was completed correctly.

Step 8: Test the Bi-Directional Sync

Test Cerbo → Google Calendar:
1. In Cerbo, navigate to the scheduling calendar for the connected provider.
2. Click on any time slot to open the "Schedule New Event in Calendar" dialog.

3. Enter an event title, select the event type from the "Type" dropdown, assign a patient, confirm the date and time, and click "+ Add New Event."

4. Open Google Calendar in your browser and confirm the event appears at the correct date and time.

Test Google Calendar → Cerbo:
5. In Google Calendar, click on any time slot, enter a title (e.g., "Testing even"), and click "Save."

6. Return to the Cerbo scheduling calendar and confirm the Google Calendar event now appears there as well.

ℹ️ Note: Events may appear at a slightly different time if Google Calendar and Cerbo are configured in different time zones. This is expected — the event times are correct when adjusted for each system’s time zone setting. No action is needed.

Step 9: View Sync History

1. In the FXMedSupport Google Calendar app, click the "Sync History" tab.

2. The Sync History page displays a table of all past synchronization operations with the following columns:
• Calendar — which calendar was synced
• Sync Type — the direction of the sync
• Date Range — the range of dates included
• Events — number of events processed
• Status — whether the operation completed
• Started At — timestamp when the sync began
• Completed At — timestamp when the sync finished
• Actions — available options for each record
3. Use this page to track past sync activity and confirm that operations completed as expected.

Step 10: View and Filter Sync Logs

1. Click the "Logs" tab in the FXMedSupport Google Calendar app.
2. The Sync Logs page provides a detailed, event-level view of all sync activity with filtering options.
3. Use the "Calendar" dropdown to filter logs for a specific connected calendar.

4. Use the "Status" dropdown to filter by event status:
• All Statuses — shows all events
• Success — events that synced successfully
• Failed — events that did not sync
• Ignored — events skipped by the system
• Blocked — events prevented from syncing
• Cancelled — events that were cancelled

5. Use the "Direction" dropdown to filter by sync direction:
• All Directions
• Google → Cerbo
• Cerbo → Google

6. Use the "Date Range" fields to filter logs for a specific time period.
7. Each log entry shows: Calendar Name, Event Title, Status, Direction, Dates, Cerbo ID, Reason, and Calendar Rule.

Step 11: Use the Manual Sync Trigger

1. In the FXMedSupport widget, click the "Calendars List" tab.
2. Locate the active calendar you want to manually sync.
3. Click the orange "Manual Sync Trigger" dropdown button on that calendar row.
4. Select the sync direction from the dropdown:
• "Sync Google to Cerbo" — pulls events from

5. A "Select Date Range" dialog will appear. Enter the Start Date and End Date for the events you want to sync.
6. Click the "Sync Changes" button to initiate the manual sync.

ℹ️ Tip: Use the Manual Sync Trigger when you need to catch up on events from a specific date range that may not have synced automatically — for example, after the initial setup or following a period of disconnection.

Summary

Opened FXMedSupport widget → Available Apps → Google Calendar
Copied the Calendar ID from Google Calendar Settings → Integrate Calendar section
Shared the Google Calendar with fxmedsupport@fxmedsupport.iam.gserviceaccount.com with "Make changes to events" permission
Added a new calendar connection: entered Calendar Name, selected Bi-Directional, chose Cerbo User, pasted Calendar ID
Configured Cerbo to Google settings: included All event types, excluded None
Configured Google into Cerbo settings: mapped appointments to "Google Cal" appointment type
Clicked Save Settings → clicked Activate on the new calendar in the Calendars List
Confirmed calendar status progressed: Activate → Pending → Active
Tested sync: Cerbo event appeared in Google Calendar; Google Calendar event appeared in Cerbo
Used Sync History tab to review past synchronization operations
Used Logs tab to filter events by calendar, status, direction, and date range
Used Manual Sync Trigger to force-sync events for a specific date range

Troubleshooting

Calendar status stays on "Pending" and never becomes "Active"
→ The Google Calendar has likely not been shared with the FXMedSupport service account. Go to Google Calendar Settings → Shared with → click "+ Add people and groups" → enter fxmedsupport@fxmedsupport.iam.gserviceaccount.com → set permission to "Make changes to events" → click Send. Then return to FXMedSupport and try activating again.

Events added in Cerbo are not appearing in Google Calendar
→ Open the Logs tab and filter Direction to "Cerbo → Google" to identify any Failed or Ignored events. Then use the Manual Sync Trigger to force a sync for the relevant date range.

Events added in Google Calendar are not appearing in Cerbo
→ Confirm the Type of Connection is set to "Bi-Directional" (not "Google to Cerbo" only). Then check the Logs tab filtered to "Google → Cerbo" to review any failed or ignored entries.

Events are showing at the wrong time in one of the platforms
→ This is most likely a time zone mismatch between Google Calendar and Cerbo. The event times are correct — they display differently based on each system’s configured time zone. No action is required unless the difference is unexpected.

Calendar shows Active but events are still not syncing
→ Use the Manual Sync Trigger with the relevant date range to force a sync. After completing, review the Sync History and Logs tabs to verify the results. If the issue continues, contact FXMedSupport.

Need Help?

If you run into any issues setting up or managing your Google Calendar Bi-Directional Integration, please reach out to our support team. We’re happy to help!

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