Customize your Personal Settings

Personal settings allow you to customize your profile, email signature, calendar connections, and availability inside AccountGroove to be reflected across the platform

Access Your Personal Settings

1. From the left-hand navigation, click Settings
2. Select My Profile

Update Your Email Signature

You can create a new email signature or paste one from another platform.

1. In My Profile, scroll to the Signature section

   Enter your email signature directly into the editor

   • You can format text, add links, or include images
2. Click Save / Update

Note: By enabling the toggle your signature will automatically appear on emails sent from AccountGroove.

Connect Your Calendar

Connecting your calendar allows AccountGroove to sync availability and schedule meetings correctly.

Steps

1. In My Profile, scroll down and open Calendar Settings

   Choose your calendar provider:

   • Google Calendar
   • Outlook / Microsoft
   • iCloud
   • Calendly (In a later step you can setup AccountGroove's internal calendar)
2. Click Connect and follow the authorization steps
3. Click Save / Update

Once connected, AccountGroove will use your calendar to prevent double bookings.

Connect Video Conferencing

Connecting a video conferencing tool allows AccountGroove to automatically generate meeting links for scheduled calls.

1. In My Profile, open Calendar Settings

   Click the Video Conferencing tab

   Click Add New

   Choose your video conferencing provider:

   • Google Meet
   • Zoom (if available)
2. Follow the authorization steps
3. Click Save / Update

Once connected, AccountGroove will automatically attach a video meeting link to scheduled events, ensuring clients always have the correct join information.

Set Your Availability Schedule

Availability controls when contacts can book meetings with you.

Steps

1. In My Profile, scroll to Working Hours
2. Set your available days and time ranges
3. Optionally add Date-Specific Hours for exceptions
4. Review your schedule
5. Click Save / Update

If no availability is set, meeting bookings may not function correctly and book times on non-working hours.

Connect Marketing and Operational Emails Under One Roof

Connect to sync incoming & outgoing emails between the CRM & your personal email account.

What is Email Two way sync?

Users can connect their personal Gmail or Outlook email accounts and sync outgoing & incoming emails between the AccountGroove CRM and their personal Gmail or Outlook accounts. Users can use their email accounts to send, receive & track emails. The sync will be established between both platforms in different circumstances.

Outlook:

When an email thread is initiated from the CRM (first outbound message). All the subsequent emails in the thread will sync between both platforms. This feature is a user-level setting and does not impact other users in the sub-account.

Gmail:

There are two cases of how the sync can be established.

1. You can email a contact from the CRM to initiate the sync between both platforms.

2. Gmail Sync also works if a contact already saved in the CRM sends an email to the User (who has Gmail Two Way sync integrated) on their Gmail Email address. The email would sync into the conversations tab. The contact also needs to be assigned to the user beforehand.

Final Notes

• Changes take effect immediately after saving
• Be sure your calendar and availability are both configured for scheduling to work properly
• Keep your email signature updated for a professional appearance