This section gives you a quick yet decluttered view of your calendar. It also allows you to switch seamlessly between all created calendars in your CRM, whether you need to look at your personal calendar or your sales team's calendar.

Remember, these calendars are synced to your Google or Outlook account and can also be controlled/edited using your Google or Outlook calendars outside of this CRM.


***NOTE: Depending on your user permissions, you may not have access to all of the components***



Change Calendars

If you have multiple calendars connected to your CRM, or if you've created multiple calendars, you can filter which calendar you want to look at by using this drop-down tab.



Change Date Range

You can change the date range of your calendar in order to see scheduled appointments for the month, week, or day


Availability

Filter the view based on availability. You can choose to show either only confirmed appointments, or the times you are unavailable


Quick Action - Today

If you ever want to quickly switch back to a daily view to see what your daily schedule looks like, simply click this button!



Cycle Date Range

You can use the left and right arrows here to change between date ranges to look at current, future, or previous engagement on your calendar



Tool Tip

In order to fully understand the way your CRM calendar works and how to interpret the data, understand the way it is color-coded. You will find all the different color codes that your CRM calendar uses. These are meant to give you a quick and easy analysis of your calendar so you do not need to click into each event and look for specific data.




Calendar Color Codes 



  • Calendar Slot - White

    Empty slot with no bookings

  • Calendar Slot - Grey

    The blocked slot sync from google when you have turned on one-way sync - Not Editable

  • Calendar Slot - Light Grey

    The blocked slot sync from google (which is marked as free) when you have turned on one-way sync - Not Editable

  • Calendar Slot - Purple

    Recurring event with busy status, to allow multiple bookings set appointments per slot to more than 1 - Not Editable

  • Calendar Slot - Light Purple

    The Recurring event is marked as free - Not Editable

  • Calendar Slot - Blue

    Booked appointment (with contact) with busy status. Busy event color is darker than Free event and based on the value set in respective Calendar Service. To allow multiple bookings set appointments per slot to more than 1

  • Calendar Slot - Light Blue

    Appointment (with contact) booked but marked as free. Free event color is lighter than Busy event and based on the value set in respective Calendar Service.

  • Calendar Slot - Red

    Booked appointment (with contact) but marked as canceled, invalid, no-show

  • Calendar Slot - Yellow

    A new appointment (with contact) booked but required your action

  • Calendar Slot - Green

    Slot marked unavailable in our app, will not show up in the widget, will not sync back to google

  • Calendar Slot - Light Green

    Slots fetched from Google Calendar (without contact) which is marked free