Calendar Management Overview

This section offers a streamlined and organized view of your schedules, allowing you to efficiently manage multiple calendars within your CRM. Whether you're looking at your own calendar or overseeing your team's, this tool ensures everything is accessible in one place. The calendars are synced with your Google or Outlook accounts, and you can manage them both inside and outside the CRM.

Note: Access to some features may depend on your user permissions.

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Viewing Your Calendar in the CRM

Simplify your calendar view by focusing on the schedules that matter most. Use the "My Calendar" dropdown to select the calendar you need, whether it’s your personal calendar, a specific user's calendar, or a group calendar. Once selected, the chosen calendar will immediately update on your screen.

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Adjusting the Date Range

Keep your upcoming appointments in check by adjusting the date range. The calendar defaults to a weekly view, but you can switch to a daily or monthly view with a simple click on the "Weekly" button, where you can select the view that best suits your needs.

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Managing Availability

Tailor your calendar display by filtering events. By default, all events are shown, but you can narrow this down to only appointments or only blocked slots by using the "All" button and selecting the desired filter.

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Quick Access to Today's Schedule

Need to jump back to today's schedule quickly? The "Today" button at the top left of the page lets you instantly view your current day's schedule, with the day's events highlighted for easy reference.

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Navigating Through Dates

To browse past or upcoming dates, use the arrows located next to the "Today" button. These controls let you move forward or backward through days, weeks, or months to view your schedule as needed.

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Calendar Symbols and Annotations

Quickly interpret your calendar with the use of patterns and symbols designed to provide instant insights into your schedule without the need to click on each event individually.

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Filtering by Team Member

You can view specific team member schedules by filtering the calendar to display only the selected member's appointments.

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Focusing on Specific Calendars

When you need to focus on a particular calendar, use the filter to view events specific to that calendar, helping you stay organized.

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Viewing Group Schedules

Easily switch to viewing group calendars to monitor events and activities shared among team members.

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Enhanced Calendar Visualization

• Color Coding: Different colors help you distinguish between users, groups, and calendars, making it easier to identify appointments at a glance.

• Icons: Our intuitive icons help you quickly recognize event types without needing to open them.

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Persistent Settings

The system remembers your calendar and user selections, ensuring that when you return, your preferred view is ready for you.

Hover for More Details

Simply hover over any event to see a quick snapshot of essential details like event type, title, and timings, without needing to click.