Knowledge Base

For Managers

Managing members, content, the community calendar and where leads go.

Calendar

Connect a Google Calendar to your community calendar

Get your Google Calendar's iCal address and connect it to CommunitySync — plus what to do when Google Workspace hides the secret address or your events show up as "Busy".

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Calendar

Connect an Apple (iCloud) Calendar to your community calendar

Publish an iCloud calendar and connect its webcal link to CommunitySync — plus what to do when the Public Calendar option is missing on a company-managed Apple account.

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Calendar

How often the calendar syncs (and how to sync now)

Your connected calendar refreshes automatically every hour. Here's when that happens, how to force an immediate sync, and how to check a feed's sync health.

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Content

Add and organize education videos

Upload training videos into folders with tags so members can find them — and mark the ones agents are cleared to share with clients.

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Leads

Work the shared team leads inbox

Community staff see every lead the community generates in one shared inbox — here's how to monitor it and make sure inquiries reach the right agent.

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Members

Invite a member to your community

Add an agent to your community by email — with their role and market center set at invite time — or send them the public onboarding form.

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