Getting started (administrator license)
We have created this guide so that you can install the Lodago solution quickly and easily.
If you have any difficulties or questions, you can always contact us via our contact form or by booking a meeting with us.
We recommend that you book an onboarding session with our Lodago officers by clicking here.
- Setting up your Lodago account.
In your Lodago account you will synchronize your calendar, set your availability, synchronize your video conferencing software and personalize your calendar.
- Click here to access the video that shows you how to set up your Lodago account
- Follow the steps below:
1. Logging into your Lodago account
2. Synchronizing your professional calendar
You can synchronise your calendar in one click.
- 1. Go to the Calendar Synchronization & Availabilities tab
- 2. Choose your calendar and click on Synchronize
3. Setting your availability
You can set your availabilities very quickly.
- Click on the photo that corresponds to the calendar you are using, and follow the directions that are written there.
4. Synchronizing your video conferencing software
If you're using Google Calendar, Google Meet will be automatically synchronized.
If you use Outlook Calendar or Office 365, Microsoft Teams will be automatically synchronized.
If you want to use Zoom, GoToMeeting or Webex instead of Google Meet or Microsoft Teams:
- 1. Go to Videoconference Tool tab
- 2. Select the videoconferencing tool that you would like to use
- 3. Enter the invitation link of your videoconferencing software in the Videoconference Tool tab.
5. Customize the calendar
In the Logo & Brand customization tab you can:
- 1. Upload your logo
- 2. Customize the calendar color to match your corporate identity.
6. Invite other users to join Lodago
If you subscribe to multiple licenses, you can attribute licenses with a simple email address.
- 1. Go to the Licenses Management & Administrator Details tab
- 2. To add a single user, click on « Add a user ». You can also add a group of users by clicking on « Add a CSV file ».
We will send them a welcome invite by email with instructions to guide them in their first steps using Lodago.
- Installing Lodago on your CRM/software
You can use Lodago from your inbox and/or any CRM/software. Depending where you want to use Lodago from, the installation process varies:
1. If you're using Lodago from your Gmail, Outlook, Apple etc. inbox
You need to set up your sending server. It takes a few minutes and it’s very easy. Please click here to instantly receive the confidential information by email. You can also book an appointment with us and we can set up your server together by clicking here.
2. If you're using Lodago from one of these 6 CRMs: HubSpot, Salesforce, Pipedrive, Freshworks, Zoho and Zendesk
Download and install Lodago on the marketplace of your CRM in a few clicks.
To access the tutorial, click here and choose your CRM.
3. If you're using another CRM or software:
You have three different options you must choose from:
- You can use Lodago from any software/CRMs by easily setting up your sending server. No code or development is required. It only takes a few minutes. Please book an appointment with us and we can quickly set up your server together.
- We'll provide you with an API* key to access Lodago from the CRM/software of your choice, for which you can find documentation by clicking here,
- You can also use Lodago from the free version of HubSpot CRM by clicking here.
If you have already installed Lodago on your CRM, go to
- Setting your DNS signature
It is essential to configure your signatures to access the full functionalities of Lodago.
To do so, click here and choose your host. If you need help, don’t forget that we are fully available via our contact form or by booking a meeting for a videoconference.
