If you connect Jump to your calendar, Jump can identify upcoming meetings and display them in the Jump UI. If one of these calendar events includes a web conferencing link (Zoom, Google Meet, Microsoft Teams, etc.) Jump will take the associated link, and let you either automatically schedule a notetaker to attend or schedule a notetaker manually with one click.

Connecting your calendar to Jump also enables Jump to identify which client the meeting is with, and generate pre-meeting prep for that meeting.

If you connect Jump to your email, when Jump generates a post-meeting recap email for you to send to a client, you can open that draft directly in your email client, edit it, and send it from there.

Jump lets you pull in calendar events from:

Jump does not presently support the Wealthbox calendar.

For Google, Outlook, and Exchange, if you didn't connect them during the onboarding flow, you can connect them by going here (User Settings -> Integrations) and clicking "Connect" next to the associated calendar:

This will also let you connect Jump to the associated email.

See here for more information on connecting to Exchange.

For Redtail, you connect to your calendar by going to the "CRM Integrations" list here (User Settings -> Integrations) and clicking connect next to Redtail.

Once you've done this, Jump will have access to your calendar, but that won't necessarily mean it's pulling in everything from each of these sources. (One person can have access to multiple Google Calendars, for example.)

To configure which calendars you want pulled into Jump, you can go here (User Settings -> Preferences), add the calendar to your calendar list, and click "Save":