Calendar Settings

Created by Ezra Weinstein, Modified on Wed, 31 Aug 2022 at 09:24 AM by Ethan Harris

In this section, you can create new calendars for your company and teams so they can schedule appointments with new leads or customers.

 

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

 

Calendar Preferences

 

Calendar preferences give you the ability to change specific parameters around time and language.

 

 
Calendar Code

 

In order to use HTML code, and add your calendars to external websites like WordPress, you will need to select a calendar here.

 

 
Calendars

 

Each calendar team will show in a block like this. All individual calendars within that team will be listed inside of this block. If you do not have any calendar teams or individual calendars, you will need to create them before you see anything in this area.

 

 
Created Calendars

 

Each individual calendar will show as a tile inside of the team block. You will have the ability to edit the calendar and view the completed calendar all from buttons within this tile.

 

 
How To Edit or Delete Calendars


To edit or delete an existing calendar, simply click this icon to open up the two options. You can select "edit" or "delete" from there.

 

 
How To View & Share Calendars

 

If you want to view or share a specific calendar without adding it to a webpage, you can do so by clicking this link and copying the URL.

 

 
Create New Calendar

 

If you want to create a new calendar, simply click this button!

 

 

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

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