Who this is for
You want Scarlett's bookings in the calendar you already use, your emails going from your own address, and your invoices and quotes flowing into your accounting. Connect the tools you use; skip the rest. She only writes to them after a call ends, so the conversation stays fast.
Time: 5 minutes. You'll need: to sign in to the tool you're connecting. Google can be connected by the owner or a manager; accounting by the owner only.
Steps
All of this is on Integrations, in the menu under Set up Scarlett.
1. Connect Google
Under Calendar sync, press Connect Google on the Google card and sign in. One sign-in does both jobs: Scarlett books around your Google Calendar and puts confirmed jobs in it, and your replies, quotes and invoices go out from your own Gmail address. The card shows Calendar and Sending from Gmail as on or off.
Connecting a calendar doesn't let Scarlett book into it by herself — that's the Let Scarlett book switch just below.
2. Connect Xero
Under Accounting & payments, press Connect Xero and sign in. When you're back, a Configure button appears on the Xero card — open it.
3. Pick your Xero organisation
On the Xero page, choose the organisation Scarlett should write to and press Save. This is the important one — nothing is exported until an organisation is chosen, so a draft can't land in the wrong set of books. Test connection checks it's reaching Xero.
4. Choose where your invoices and quotes go
On the same page, Where your invoices and quotes go sets invoices and quotes separately: Keep in Scarlett, or send them to Xero. Scarlett puts them into Xero as drafts for you to approve.
What's live today
| Integration | Status |
|---|---|
| Live — calendar sync and sending from your Gmail | |
| Xero | Live — invoices and quotes drafted into the organisation you choose |
| QuickBooks | Works the same way as Xero, where it's shown on your Integrations page |
| Outlook | Coming soon |
Verify it worked
A connected tool shows a Connected badge with the account it's linked to. Google Calendar bookings then appear in your calendar. On Xero, Test connection reports the organisation it reached.
Troubleshooting
I can't connect Outlook. Outlook is marked Coming soon — use Google for now.
"Couldn't connect." The sign-in didn't complete or was declined. Press Connect again and allow access when the tool asks.
Google says "Needs reconnecting". Press Reconnect Google and sign in again.
"Your Xero login has more than one organisation." Scarlett won't guess. Open Configure, pick the right organisation and Save — exporting stays paused until you do.
Only the owner can connect accounting software. Managers and team members can see the page but can't connect Xero or change the organisation.
What's next
- Manage your diary — see synced bookings on the calendar.
- Create and send an invoice — where Xero comes in.
- Draft and send quotes — the same, for quotes.