Knowledge Base: Schedule - Calendar & video call integrations

FounderCatalyst's Schedule feature lets your company create bookable meeting slots that contacts can use to schedule video calls with your team. It integrates with Google Calendar, Microsoft Office 365, and Zoom to check availability, create calendar events, and generate video meeting links automatically.

Adding an Integration

Prerequisites

• You must have an active FounderCatalyst account with founder-level access
• You need an account with the service you wish to connect (Google, Microsoft, or Zoom)

Connecting Google Calendar

1. Log in to your FounderCatalyst account
2. Navigate to Schedule from the main menu
3. Click My connected services (or Add Google/Office365/Zoom if you have no connections yet)
4. Click the Add Google button
5. You will be redirected to Google's sign-in page. Sign in with the Google account whose calendar you want to use
6. Review the permissions requested and click Allow. FounderCatalyst requests access to:
   • Read your calendar free/busy information (to check availability)
   • Create and manage calendar events (to add booked meetings)
7. You will be redirected back to FounderCatalyst. A success message confirms the connection
8. Your Google Calendar will appear in the My connected services list

Troubleshooting: If authentication fails, ensure third-party app access is not blocked by your Google Workspace administrator. Try clearing your browser cookies and attempting the connection again. If the problem persists, contact support@foundercatalyst.com.

Connecting Microsoft Office 365

1. Log in to your FounderCatalyst account
2. Navigate to Schedule > My connected services
3. Click the Add Office 365 button
4. You will be redirected to Microsoft's sign-in page. Sign in with your Microsoft account
5. Review the permissions and click Accept. FounderCatalyst requests access to:
   • Read your calendar (to check availability)
   • Read and write calendar events (to add booked meetings)
6. You will be redirected back to FounderCatalyst with a success confirmation
7. Your Office 365 calendar will appear in the My connected services list

Troubleshooting: If you see an "admin approval required" error, your organisation's Azure AD administrator may need to grant consent for the application. Contact your IT administrator or reach out to support@foundercatalyst.com.

Connecting Zoom

1. Log in to your FounderCatalyst account
2. Navigate to Schedule > My connected services
3. Click the Add Zoom button
4. You will be redirected to the Zoom authorization page. Sign in with your Zoom account
5. Review the permissions and click Allow. FounderCatalyst requests access to:
   • Create and manage meetings on your behalf
   • Read your basic user profile
6. You will be redirected back to FounderCatalyst with a success confirmation
7. Your Zoom integration will appear in the My connected services list

Note: You can only connect one Zoom account per user. The Add Zoom button will not appear if you already have a Zoom connection. To switch Zoom accounts, remove the existing connection first (see Removing an Integration below).

Troubleshooting: If authentication fails, ensure your Zoom account is active and not restricted by your organisation's admin. Try signing into zoom.us directly to verify your credentials, then retry. Contact support@foundercatalyst.com if the issue continues.

Setting a Default Calendar

After connecting one or more calendar services (Google or Office 365), you should set one as your default. The default calendar is where booked meetings will be created.

1. Go to Schedule > My connected services
2. Find the calendar you want as your default
3. Click the Set as default action

A green tick will appear in the Default column. Only Google Calendar and Office 365 connections can be set as default (not Zoom, as it is a video-only integration).

Using the Schedule Feature

Overview

The Schedule feature works as a meeting booking system for your company. You create time slots defining when and how long meetings can be, assign team members to handle bookings, and share a public link with contacts so they can self-serve book a call.

Creating a Meeting Slot

Prerequisites: At least one calendar connection (Google or Office 365) should be set up to enable availability checking and calendar event creation. A Zoom connection is recommended if you want automatic Zoom meeting links.

1. Navigate to Schedule from the main menu
2. Click Add new slot
3. Fill in the slot details:
   • Name - A descriptive name (e.g. "30 Minute Intro Call")
   • Short code - Used in the public booking URL (e.g. intro-call). Must be unique. We recommend prefixing with your company initials
   • Duration - Meeting length in minutes (must be a multiple of 15)
   • Start/end hours - Define the window when meetings can be booked (e.g. 9:00 AM to 5:00 PM)
   • Weekend/holiday options - Optionally allow bookings on Saturdays, Sundays, or bank holidays
   • Active - Toggle whether the public booking URL is live
4. Assign team members - Select which founders/directors should receive bookings and set a percentage allocation for each (must total 100%)
5. Custom questions (optional) - Add questions that contacts must answer when booking
6. Click Save

How Availability Works

• FounderCatalyst syncs your connected calendars every 30 days ahead to fetch your busy times
• When a contact views your booking page, any times that overlap with your existing calendar events are hidden
• If multiple team members are assigned to a slot, their combined availability is used
• Slots must be booked at least 1 hour in advance

How Booking Works (for contacts)

1. A contact visits your public booking URL: www.foundercatalyst.com/schedule/[company]/[short-code]
2. They see available time slots across the next 14 days
3. They select a time and enter their name, email, and optionally phone number
4. They answer any custom questions you have configured
5. They click Book call

After booking:

• A team member is automatically assigned based on your percentage allocation
• If you have Zoom connected, a Zoom meeting link is automatically created
• If you have Google or Office 365 connected, the meeting is added to the assigned team member's calendar (with a Google Meet or Microsoft Teams link if applicable)
• The contact sees a confirmation page with the meeting details, including the video call link
• Email notifications are sent to both parties

Managing Connections

From Schedule > My connected services, you can:

• Rename a connection by clicking the rename action
• Set as default to choose which calendar receives new bookings
• Remove a connection (see below)

Removing an Integration

Disconnecting Google Calendar

1. Navigate to Schedule > My connected services
2. Find the Google Calendar connection you wish to remove
3. Click the Remove action (trash icon)
4. Confirm the removal when prompted

Disconnecting Microsoft Office 365

1. Navigate to Schedule > My connected services
2. Find the Office 365 connection you wish to remove
3. Click the Remove action (trash icon)
4. Confirm the removal when prompted

Disconnecting Zoom

1. Navigate to Schedule > My connected services
2. Find the Zoom integration
3. Click the Remove action (trash icon)
4. Confirm the removal when prompted

You may additionally revoke access from within Zoom itself:

1. Sign in to your Zoom account at zoom.us
2. Go to the Zoom App Marketplace
3. Click Manage > Installed Apps
4. Find FounderCatalyst and click Uninstall

What Happens When You Remove an Integration

When you disconnect a service from FounderCatalyst:

• Access tokens are revoked - FounderCatalyst immediately revokes its access with the provider (Google, Microsoft, or Zoom). We can no longer access your calendar or create meetings on your behalf.
• Stored credentials are deleted - All OAuth tokens (access token, refresh token) and your provider email address are permanently removed from our database.
• Cached availability data is deleted - Any synced free/busy calendar data is removed.
• Existing meetings are preserved - Any meetings already booked through the Schedule feature remain in your external calendar and in FounderCatalyst's records. Removing the integration does not cancel or delete previously booked meetings.
• Default calendar may change - If you remove your default calendar connection, FounderCatalyst will automatically assign another connected calendar as the default (if one exists).
• Future bookings may be affected - Without a calendar connection, new bookings will not be added to your external calendar. Without a Zoom connection, new bookings will not generate Zoom meeting links.

Data Retention Summary

Permanently deleted on removal:

• OAuth access and refresh tokens
• Provider email address
• Cached calendar busy slots

Retained (not deleted) on removal:

• Previously booked meetings
• Meeting history and contact details

If you wish to have all meeting data associated with your account removed, please contact support@foundercatalyst.com.

Support

If you experience any issues with the Schedule feature or its integrations, contact us at support@foundercatalyst.com.