CALENDAR & MEETINGS · GOOGLE CALENDAR

Every client meeting,on the client's timeline

Connect Google Calendar and each client meeting files itself onto the right contact record — read-only, matched by attendee email. The time you spend with clients finally sits next to what they owe you.

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ConsultantsAgenciesCoachesClient-facing teams

Google Calendar · Available·Google OAuth 2.0 — read-only calendar scope

Growth plan · $29/mo billed yearly ($349) · 4-day free trial · Full refund guarantee

01One Thursday, unaccounted for

The calendar remembers the hour.
Nothing else does.

A working day is already recorded, minute by minute, in a tool that has no idea what any of it was worth. Here is one of them.

09:30

The thirty-minute call that ran ninety

Harbor & Co. wanted five quick minutes on the new scope. It finished at eleven. The calendar has the whole hour and a half; the invoice has the original half hour.

calendar 09:30–11:00 · billed 0:30

14:00

A scoping call with a company you can't quite place

Northwind Media, third conversation this month. Whether anything was ever invoiced for the first two is a question for later, and later keeps not arriving.

3rd meeting · nothing raised yet

16:15

The agenda you typed into the invite

Two paragraphs of context written straight into the event description, useful once, then buried under a week of newer events nobody scrolls back through.

event description · searchable nowhere else

18:40

Two tabs open, one client between them

The calendar in one, the client's open balance in the other. No single view holds the meeting and the money at the same time, so you hold it in your head instead.

Thu 14:00 · $1,200 open

None of this is a discipline problem. The record of your time and the record of your money simply live in two different applications, and nothing carries anything across.

02What comes across

Five things arrive.
Nothing goes back.

The connection is deliberately narrow. CashFish asks Google for the scheduling detail of the calendars you tick, and asks for nothing else.

DIRECTION OF TRAVELOne-way: CashFish reads the calendars you choose and never adds, edits, or removes events.

01Meeting eventstitle, date, and duration from the calendars you select — nothing from calendars you leave out

02Attendee emailsmatched against your CashFish contacts so each meeting lands on the right client record

03Recurring seriesweekly check-ins and monthly reviews recognized as one relationship rhythm, not forty separate events

04Event descriptionsthe notes you keep in the invite stay attached to the meeting on the timeline

05Calendar selectionconnect the work calendar, keep personal and family calendars entirely out of scope

Access is granted through Google's own OAuth screen and can be withdrawn from your Google account, or from the Connection Health panel in CashFish settings, at any time. Data is protected with 256-bit encryption (SOC 2 Type II, ISO 27001, GDPR).

03The meeting, and what it left behind

An hour happened.
Here is the part that stays.

One week in September, read from a connected work calendar. Each row is a meeting, the record it landed on, and everything CashFish kept from it.

Mon 09:30Monthly reviewHarbor & Co.30 minHarbor & Co.agenda from the invite

Tue 11:00Scope walkthroughNorthwind Media45 minNorthwind Mediadeck link in description

Wed 15:00Quarterly planningHarbor & Co.60 minHarbor & Co.recurring series

Thu 14:00Scoping callNorthwind Media60 minNorthwind Mediabrief attached

Fri 11:00KickoffJuniper Studio45 minJuniper Studiofirst meeting on record

Five meetings · 4 hours · three client records

CashFish reads the calendars you selected and writes nothing back to them. It never joins a call, never records or transcribes one, and never sees a word that was said. What it keeps is what was already on the invite: when, how long, with whom, and the description you wrote yourself.

04What becomes visible

Time stops being
the untracked half.

Three things change once the hours you spend with a client sit on the same record as the money they owe. None of them ask anyone to type anything.

Meetings land where the money lives

Any event whose attendees match a contact appears on that client's record, beside their invoices and documents. The Thursday call and the unpaid balance stop living in separate tools.

Follow-ups stop depending on memory

Three meetings with a client and nothing invoiced is a pattern worth noticing. With meeting history on the record, that pattern is visible before it becomes a write-off.

See where the hours actually go

Meeting time per client, month by month. Held next to revenue, it answers a quiet question: is the client getting the most of your calendar also the one paying for it?

05Connecting it

About a minute,
and reversible.

Three steps, no data migration, nothing to install on a machine. The connection can be switched off from the Connection Health panel in settings without touching anything already on your records.

Authorize CashFish through Google's OAuth flow with a read-only calendar scope, then tick the calendars you want connected.

Match attendees to contacts

CashFish suggests matches between attendee emails and your existing contacts. Confirm the right ones, skip the rest — unmatched events stay unassigned.

Choose what counts

Exclude internal calendars or all-hands events, and adjust the selection anytime. Disconnect in one click from the Connection Health panel.

Connection method: Google OAuth 2.0 — read-only calendar scope. Data is protected with 256-bit encryption and CashFish is SOC 2 Type II, ISO 27001 and GDPR compliant. Every connection shows its state in the Connection Health panel and can be disconnected there at any time.

06Works alongside

The rest of the
client's record.

CalendlyBookings, cancellations and reschedules land on the client's timeline.GmailReceipts, invoices, bills and contracts read from the inbox they arrive in.Google DriveDocuments you already store there, attached to the records they support.HubSpotContacts and pipeline detail read into CashFish alongside the money.

Calendar and meeting connections sit inside the wider set: Gmail, Outlook, Yahoo Mail, iCloud Mail, Zoho Mail and any IMAP inbox for documents; Stripe, Square and PayPal for takings; Google Drive, Dropbox and OneDrive for files; Slack, Zapier and webhooks for everything else.

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07The plan for this

Give your meetings a memory

Connect Google Calendar in about a minute — read-only, reversible, and covered by the 4-day free trial.

Calendar connections are part of the 1000+ app integrations available from Growth. Email and document extraction start on Starter.

$29/mo billed yearly ($349) · or $39 monthly

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4-day free trial · Full refund guarantee

Your subscription begins after the 4-day trial unless canceled beforehand. Full refund guarantee within the first 4 days.

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08Four straight answers

What people ask
before they connect it.

No. The connection uses a read-only Google OAuth scope. CashFish reads event titles, times, and attendees from the calendars you select and cannot create, edit, or delete events. Access can be revoked from your Google account or from CashFish's Connection Health panel at any time.