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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.

    Header menu with Calendar optionsHeader menu with Calendar options

  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 type selection dialogCalendar type selection dialog

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

    Create Calendar formCreate Calendar form

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

    Calendar list showing the new calendarCalendar list showing the new calendar

Method 2: From Settings​

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

    Business settings page with the Calendar sectionBusiness settings page with the Calendar section

  2. From the sidebar, select Calendar.

    Calendar list in Business settingsCalendar list in Business settings

  3. Click Create Calendar.

    Calendar type selection dialogCalendar type selection dialog

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

    Create Calendar formCreate Calendar form

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.