End User Guide

Profile and Scheduling

Configure your Google connection, CRM reminder time, and public calendar in YouEx.ai.

Profile and Scheduling

Your Profile Settings control your personal integrations and scheduling behavior.

CRM Reminder Send Time

Set the time of day when scheduled CRM Action reminders should be delivered.

If reminders feel late or early, this is the first setting to check.

Google Login

Connect Google once to support:

  • Gmail sending
  • Google Calendar scheduling

If YouEx.ai asks you to reconnect Google, it usually means the app needs updated Google permissions.

Google Email

If connected, Gmail can be used as your sending mailbox on supported workflows.

Google Calendar

Connect Calendar if you want booking and scheduling support.

Scheduling Preferences

Use this area to manage:

  • host timezone
  • invite host name
  • working hours
  • allowed meeting durations
  • conferencing behavior such as Google Meet

Personal Public Calendar

Your public calendar controls how others can book time with you.

You can customize:

  • logo
  • colors
  • booking identity

If your role depends on booking meetings, keep this area current.

Copyright © 2026