Connections

Before you start

• A Google or Microsoft account for your work email and calendar.
• For QuoteMonster, your own QuoteMonster account.
• For Akahu, a conversation with your Wealthie contact about how connections are started for your firm.

Where to find it

• Email, calendar and booking: Settings → Calendar & booking.
• QuoteMonster: open a group → Insurances → Connect QuoteMonster.

Connect email and calendar

1. 1

   Step 1: Open Settings → Calendar & booking

   Until you connect, the page shows Not connected.
2. 2

   Step 2: Choose your provider

   Select Connect for Google Calendar & Gmail, or Connect Outlook under Use Microsoft instead? for Microsoft Calendar & Outlook.
3. 3

   Step 3: Approve access with your provider

   Sign in and approve the requested access. Wealthie uses it to sync your calendar, read mail for the client inbox and send email from your mailbox.
4. 4

   Step 4: Decide on meeting recording

   Turn on Auto-record linked meetings if you want the notetaker to join meetings that are linked to a group and have a meeting link. Past meetings and meetings without a link are skipped.

Set up booking pages

1. 1

   Step 1: Under Meeting types, select New meeting type

   Your calendar must be connected before you can publish booking pages.
2. 2

   Step 2: Describe the meeting

   Set the title, duration, location or video conferencing, availability rules such as minimum notice and buffers, and whether clients can reschedule or cancel.
3. 3

   Step 3: Choose how bookings are confirmed

   Turn on Approve each request if bookings should stay pending until you confirm them, instead of booking instantly.
4. 4

   Step 4: Share the booking link

   Each meeting type has a shareable booking link. Mark one as Default online or Default in-person so workflows and review forms can offer it. Clients receive confirmation emails in New Zealand time with an add-to-calendar option.

Connect QuoteMonster

1. 1

   Step 1: Open any group → Insurances

2. 2

   Step 2: Select Connect QuoteMonster and sign in

   Each adviser connects their own QuoteMonster account. Once connected, the panel shows QuoteMonster connected.
3. 3

   Step 3: Run a quote

   Ask the assistant to quote insurance for the group. Premiums are indicative premiums before underwriting. Final terms depend on the insurer's assessment. Research ratings appear only if your QuoteMonster plan includes them.

Akahu bank balances

1. 1

   Step 1: What is brought in

   Balances of active accounts only. Transactions are not stored. Checking and savings accounts, KiwiSaver and investment accounts map to assets; credit cards, loans and mortgages map to liabilities.
2. 2

   Step 2: More than one connection

   More than one Akahu connection is supported.

What you should see

• Calendar & booking shows Connected with your account email and sync state.
• Your meeting types each have a live booking link.
• The group's Insurances page shows QuoteMonster connected.

What is saved or sent

• Calendar events sync into Wealthie, and email you send from Wealthie goes from your own mailbox.
• Booking confirmations are emailed to the client when they book.
• Akahu balances update the mapped assets and liabilities on the group's record.
• QuoteMonster quotes run under your own QuoteMonster account.

If something goes wrong

Disconnect email and calendar

In Calendar & booking, open Connection actions → Disconnect, then confirm. Your booking pages are deactivated when the calendar is disconnected. Choose Keep connected to cancel.

Reconnect after a password change or a revoked connection

Disconnect, then select Connect (or Connect Outlook) again and approve access. If booking links look out of date, use Connection actions → Sync calendar links.

The provider did not accept the sign-in

Start the connection again from Wealthie and make sure you approve every requested permission.

QuoteMonster could not be opened

Check you are signed in to the correct QuoteMonster account and try Connect QuoteMonster again.

An Akahu connection stopped updating

Wealthie detects revoked access. Ask your Wealthie contact how to reconnect for your firm.