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Overview

Orbis syncs your Google Calendar events and links them to the contacts in your workspace. Every meeting, call, or appointment that involves one of your contacts appears on their profile as an interaction — giving you a complete picture of your relationship history without any manual logging. Calendar sync is part of the Google Integration. You must connect a Google account before calendar events appear in Orbis.

Setting up calendar sync

Calendar sync is enabled automatically when you connect your Google account.
1

Connect Google

Go to Settings → Connected Accounts and click Add Account. Complete the Google authorization flow, accepting all requested permissions including calendar access.
2

Wait for the initial sync

Orbis imports up to 6 months of calendar history on first connection. This typically completes within a few minutes.
3

Open the Calendar view

Navigate to Calendar in the left sidebar to see your synced events.
If you have multiple Google accounts connected, Orbis syncs calendars from all active accounts. You can show or hide individual calendars using the calendar filter in the top-right corner of the Calendar view.

The Calendar view

The Calendar view shows all synced events in a visual layout. You can switch between two display modes using the buttons in the top-right corner:

Month view

See all events across the current month at a glance. Click any event to open its details.

Week view

See events laid out by hour across a 7-day week. Drag to select a time range to create a new event.
An Agenda panel on the right side of the calendar shows upcoming events for the next two weeks, regardless of which view is active.

Filtering events

Use the Filters button to narrow down the events shown:
  • Contact — Show only events where a specific contact is an attendee.
  • Tags — Filter by tags assigned to attendee contacts.
  • Keywords — Search by event title, location, or description.
Use the calendar selector (next to Filters) to show or hide specific Google Calendars, such as your personal calendar versus a shared team calendar.

Keyboard shortcuts

ShortcutAction
⌘[Previous period
⌘]Next period
⌘⇧TJump to today
⌘⇧MSwitch to month view
⌘⇧WSwitch to week view

Viewing calendar events on a contact profile

When Orbis links a calendar event to a contact, the event appears in the Interactions section of that contact’s profile. This lets you see your full meeting history with each person without switching to the Calendar view. Events are linked to contacts by matching attendee email addresses. If an attendee’s email matches a contact in your Orbis workspace, the meeting is automatically associated with that contact.

How meetings are tracked as interactions

Each synced calendar event is recorded as an interaction on the profiles of all matched attendee contacts. The interaction captures:
  • Event title
  • Date and time
  • Attendees (linked to their Orbis contact profiles)
  • Meeting link (if a video call URL is present in the event)
  • Location
This means your relationship timeline on each contact is automatically populated as you meet with people — no manual entry needed.
If a meeting is starting in the next 15 minutes and has a video call link, Orbis shows a notification with a Join button so you can jump in without searching for the link.

Creating events from Orbis

You can create new Google Calendar events directly from the Calendar view in Orbis.
1

Open the create dialog

Click New Event in the top-right corner, or click a day in Month view, or drag a time range in Week view to pre-fill the start and end times.
2

Fill in the details

Enter the event title, date, time, location, and description. Add attendees by email address — Orbis will match them to contacts and link the event to their profiles automatically.
3

Choose a calendar

Select which Google Calendar the event should be saved to using the calendar dropdown.
4

Save the event

Click Save. The event is created in Google Calendar and immediately appears in the Orbis Calendar view.
You can also email guests directly from the event detail panel — click Email guests to open the compose window pre-filled with the attendees and event subject.

Syncing manually

Orbis syncs calendar events automatically in the background. To pull in the latest events immediately, click the Sync button in the top toolbar of the Calendar view.