Your calendar connection is what lets Gia schedule client meetings on your behalf — checking your availability in real time so clients are never double-booked. The Calendar page in GydeOS has two tabs: Meetings, where you can see all upcoming and past appointments, and My Settings, where you control your availability and meeting preferences.

The Meetings tab shows all client appointments, grouped into Upcoming Meetings (today or later) and Past Meetings. Each entry displays:

You can filter by broker (if you manage a team), client name, or campaign.

To make changes to a scheduled meeting, reach out to your client directly or modify the event in your connected calendar. Cancelling or rescheduling from within GydeOS is not available in the portal — Gia handles those actions automatically when a client requests a change during a conversation.

Under the My Settings tab, the Availability section controls when clients can be booked. You can enable or disable individual days of the week and set one or more time blocks per day (for example, 9:00 am–12:00 pm and 1:00 pm–5:00 pm).

Time options run from 6:00 am to 10:30 pm in 30-minute increments. Overlapping blocks on the same day are not allowed. A Reset to default button restores Monday–Friday, 9:00 am–5:00 pm.

The Meeting settings section controls how appointment slots are structured — and it works per type of meeting. A renewal appointment and a quick service call don't have to be the same length.

Five meeting types run down the side of the table: Renewal, AEP enrollment, IEP enrollment, Cross-sell and Service. Referral, escalation and other miscellaneous meetings book with your Service settings.

Six settings run across the top, each set independently for every type:

Every type starts on Gyde's default, so you only change the cells you want to differ. Renewal, AEP enrollment and IEP enrollment default to 60-minute meetings; Cross-sell and Service default to 30. Everything else starts the same across all five: slots every 30 minutes, rounded to 15, no buffers, and 12 hours' minimum notice.

Cells you've changed are tinted and marked Changed from Gyde default, so it's obvious what you've customized.

For the step-by-step, see How to Adjust Your Meeting Settings Configurations.

The LOB time blocks section sets the date range during which clients can book meetings with you, for each line of business: Medicare Advantage (MA), Individual & Family Plan (IFP), Small Group (SG), Large Group (LG) and Ancillary.

The section shows only the current season — one row per line of business for the enrollment period that's in play now. If you haven't set your own dates for a line of business, the row shows the standard enrollment period for it, and that's what bookings use.

Because each window belongs to a particular season, windows you set in an earlier year aren't shown and aren't used for booking. When a new season comes around, revisit this section and set your dates again if you want something different from the standard period.

Before any meeting is created, GydeOS checks your primary calendar's availability in real time. If you're already booked for the requested time, the scheduling attempt is rejected automatically — no action is needed on your part. This check runs every time a meeting is initiated, whether by Gia during a client conversation or through any other workflow.

If your calendar connection breaks — for example, after a password change or a revoked permission — GydeOS will show an alert in the My Settings tab and Gia will be unable to schedule meetings on your behalf until reconnected.

To reconnect:

Reconnecting replaces the previous connection entirely — no prior meeting data is affected. If the issue persists, contact Gyde Support.