Calendar

The Calendar provides a visual view of scheduled meetings. It displays meeting-type Activities in day, week, and month formats.

Overview

The Calendar helps you visualize your schedule and manage meetings. It shows only meeting activities, making it easy to see what’s coming up and when you’re available.

Related Modules:

• Activities - Full activity system
• Tasks - To-do list view
• Appointments - Client appointment scheduling
• Settings - Calendar integration setup

Calendar Views

Day View

Hourly timeline for a single day:

• Time slots from start to end of business hours
• Each meeting shown as a block on the timeline
• See meeting details at a glance (time, subject, duration)
• Ideal for detailed daily planning

Week View

7-day grid with time slots:

• Columns for each day of the week
• Meetings placed at their scheduled time
• Compare availability across the week
• Identify scheduling conflicts

Month View

Monthly overview:

• Days arranged in a calendar grid
• Meeting indicators on each day
• Today is highlighted
• First 3 meetings shown per day
• “+X more” indicates additional meetings
• Click a day to see all meetings in the details panel

Switching Views

Toggle between Day, Week, and Month using the view selector at the top of the calendar.

Navigation

• ← Previous — go to previous day/week/month
• → Next — go to next day/week/month
• Today — jump to current date

Meeting Display

Each meeting shows:

• Time — start time of the meeting
• Subject — meeting name/title
• Duration — how long the meeting is
• Status — pending, completed, or cancelled

Color Coding

• Purple background for meeting indicators
• Priority badges: High (Red), Medium (Amber), Low (Gray)
• Status badges show current state

Meeting Details Panel

When you select a day, the side panel shows:

• Date Header — selected day (e.g., “Friday, Jan 31”)
• Meeting Cards — each meeting with:
  • Subject/title
  • Start time and duration
  • Meeting link (if provided)
  • Status and priority badges

Joining Meetings

If a meeting has a meeting link:

1. Click on the day with the meeting
2. Find the meeting in the details panel
3. Click Join meeting to open the video call

Creating Meetings

Create meetings from the Activities page:

1. Go to Activities
2. Click New Activity
3. Select Meeting type
4. Fill in meeting details:
   • Subject (required)
   • Start Time (required)
   • End Time or Duration
   • Meeting Link
   • Participants (contacts)
5. Click Create

The meeting appears on the calendar.

Calendar Sync

Sync meetings with external calendars:

1. When creating a meeting, enable Sync to Calendar
2. Choose your Calendar Provider:
   • Google Calendar — requires Google OAuth connection
   • Outlook — requires Microsoft OAuth connection
3. The meeting syncs to your calendar
4. Changes in the CRM reflect in your external calendar

Setup Required: Connect your calendar account in Settings > My Connections.

Meeting Status

Status	Meaning
Pending	Scheduled, not yet held
Completed	Meeting has occurred
Cancelled	Meeting was cancelled

Update meeting status in the Activities list or meeting details.

Best Practices

1. Use all views — day for detail, week for planning, month for overview
2. Schedule properly — use specific start times and durations
3. Add meeting links — include video call URLs for remote meetings
4. Enable sync — keep your external calendar up to date
5. Add participants — track who is attending each meeting
6. Review weekly — check upcoming meetings each week

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See Also:

• Activities - Create meetings here
• Tasks - To-do list management
• Appointments - Client appointment scheduling
• Settings - Connect calendar accounts