Calendar

Schedule and manage appointments with your clients, contacts, and projects — all in one place.

Key Features

• Three Calendar Views: Switch between Month, Week, and Day views to see your schedule at a glance or in detail.
• Appointment Types: Categorize appointments as Consultations, Site Visits, Meetings, Calls, Demos, Follow-ups, or Custom events.
• Status Tracking: Mark appointments as Scheduled, Confirmed, Completed, Cancelled, or No Show.
• CRM Links: Connect each appointment to an Account, Contact, and/or Project for full context.
• Location Options: Specify In Person (with address), Phone, Video Call, Google Meet, or Zoom — the form adapts to show the right fields.
• Color Labels: Assign a color to any appointment for quick visual identification on the calendar.
• Reminders: Set a reminder 15 minutes, 30 minutes, 1 hour, or 1 day before the appointment.
• Project Events: Project milestones and date ranges from your active projects appear automatically on the calendar.
• Online Booking: Set your weekly availability so clients can book appointments directly through a public booking link.

How to Use

Viewing Your Calendar

1. Open the Calendar page from the sidebar.
2. Use the Month / Week / Day buttons in the top right to switch views.
3. Click the arrow buttons to move forward or backward in time, or click Today to jump to the current date.

Creating an Appointment

1. Click New Appointment in the top right.
2. Fill in the title, type, status, start and end times.
3. Optionally link the appointment to an Account, Contact, or Project.
4. Choose a location type and enter an address or meeting link as needed.
5. Pick a color and set a reminder if desired.
6. Click Save Appointment.

Editing or Deleting an Appointment

1. Click any appointment on the calendar to open it.
2. Update the details and click Save Appointment, or use the delete option to remove it.

Setting Up Online Booking

1. Go to your availability settings (Booking tab in the Calendar).
2. Define your available hours for each day of the week, appointment duration, and buffer time between bookings.
3. Share your booking link with clients so they can self-schedule.

Tips

• Use the Week or Day view when you need to see exact appointment times side by side.
• Project timelines and events show up automatically — no need to add them manually.
• Connecting appointments to Accounts and Contacts keeps your CRM activity log up to date.
• Set a buffer time in your availability rules to avoid back-to-back bookings.