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How to Create a Calendar

What this does​

This guide explains how to create a calendar in Franmantra CRM.

Before you start​

  • Sign in to Franmantra with a role that has permission to use this area.
  • Confirm you are working in the correct Sub-account before making changes.

Steps​

The Calendar feature helps you manage personal bookings, team schedules, and group events. You can create a calendar in two ways.

Method 1: From the Header​

  1. In the Header menu, hover over Calendar.

  2. Click Create Calendar.

    HeaderHeader

  3. A pop-up will show three calendar types:

    • Personal Booking – one-on-one meetings
    • Round Robin – team-based rotation
    • Event Booking – group events
    Calendar TypesCalendar Types

  4. Choose a type, fill the form, and click Submit.

    FormForm

  5. Your new calendar will appear in the Calendar List.

    Calendar TypesCalendar Types

Method 2: From Settings​

  1. Open Settings, which will land on Business Details.

    Calendar TypesCalendar Types

  2. From the sidebar, select Calendar.

    Calendar TypesCalendar Types

  3. Click Create Calendar.

    Calendar TypesCalendar Types

  4. Select a calendar type, fill in the form, and click Submit.

    FormForm

Example​

To host a webinar, go to Header → Create Calendar or Settings → Calendar, choose Event Booking, fill in the event details, and click Submit.

Result​

The change is saved in Franmantra CRM and is available to users with the right permissions.

Troubleshooting​

  • If you cannot see the option, check your role permissions or ask an admin to update your access.
  • If the update does not appear immediately, refresh the page and confirm you are in the correct Sub-account.