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Calendar Module

What This Is​

The Calendar module helps your team manage meetings, appointments, and events. It shows scheduled work in day, week, and month views.

Use it like a shared schedule for customer calls, demos, follow-ups, and team events.

Calendar pageCalendar page

When To Use It​

Use Calendar when you want to:

  • Add a new meeting or appointment.
  • View events for a day, week, or month.
  • Search for a scheduled event.
  • Filter events by user, calendar, or group.
  • Open an event to view or update details.
  • Reschedule an event when the time changes.

What You Can Do​

In the Calendar module, you can:

  • Create events with title, time, contact, status, and description.
  • View scheduled events in different calendar views.
  • Click an event to see more details.
  • Edit or delete events when needed.
  • Drag events to another time if the calendar supports it.
Calendar event modalCalendar event modal

Basic Workflow​

  1. Hover over Calendar in the header, then click Calendar in the dropdown menu.
  2. Click Add Event.
  3. Fill in the event details.
  4. Connect the event to a contact if needed.
  5. Save the event.
  6. Open the calendar later to view, edit, or reschedule the event.

Example​

If a lead wants a call tomorrow, create a calendar event, select the contact, add the time, and save it. Your team can then see the appointment on the calendar.

Notes​

  • Use the correct timezone when scheduling events.
  • Add a clear title so everyone understands the event.
  • Connect events to contacts when the meeting is customer-related.