Using the Calendar for Planning
Manage appointments and see what's coming up.
What the calendar does
The Calendar shows appointments, meetings, and events. It's where you see what's scheduled and when.
Events can be linked to contacts, so when you view a contact's detail page, you see their upcoming appointments.
Creating an event
Open Calendar. Click on a date or time slot.
Enter the event name (e.g., "Meeting with Sarah").
Set the date and time.
Link it to a contact if the event involves them.
Viewing your calendar
Switch between Month, Week, and Day views depending on how much detail you need.
Month view gives you a high-level overview.
Week and Day views show individual time slots and help with detailed planning.
Tips
- Link events to contacts whenever possible. It keeps everything connected.
- If you're on Pro, tasks also appear in the calendar alongside events.
- Use the calendar to see your week at a glance before planning new commitments.
Start organizing your time
Sign up and use the calendar to plan your meetings and appointments.