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***
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
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
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
Was this article helpful?
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
We appreciate your effort and will try to fix the article