What is the Calendar?
The Calendar provides a comprehensive view of your scheduled events and appointments. It serves as a central hub for managing your schedule and overseeing meetings and events for your teams.
Key Features
Centralized Scheduling - View all team events and appointments in one place
Flexible Views - Switch between day or week formats, and calendar or list display modes
Filtering & Search - Filter events by user, status, outcomes, assignment state, and more
Event Creation & Management - Add, edit, or delete Closer Events and Personal Comebacks
Export Data - Download calendar data as CSV for reporting and analysis
Date Navigation - Use arrow buttons (< >) or date picker to navigate between date ranges
Viewing the Calendar
Date Navigation
Click the < and > arrow buttons to move backward or forward through dates
Click the date picker in the center to select specific dates or date ranges
View Options
Click View Options to customize your calendar display:
View period - Choose Week or Day view
View mode - Choose Calendar or List view
List view settings - When in List view, customize columns and grouping options
Calendar Views
Week View - Select "Week" from the dropdown in the top-right
Day View - Select "Day" from the dropdown in the top-right
Calendar Mode - Grid-based visual calendar
List Mode - Table format showing event details in rows
Filtering Events
Click Filter to narrow down displayed events:
View As - Filter by specific user or team
Outcomes - Filter by event outcomes
Exclude Statuses - Toggle to exclude certain statuses
Event Type - Filter by event type (when viewing specific user)
Assigned - Show Assigned, Unassigned, or All events
Has Utility Bill - Show only events with utility bills attached
Has Customer Confirmation - Show only events with customer confirmation
Search
Use the Filter text box to search for specific events by title, notes, or other details.
Adding Events
Click Add Event in the top-right corner, then choose:
Closer Event - Schedule a consultation appointment
Personal Comeback - Schedule a follow-up appointment
If your company doesn't have closer functionality enabled, only Personal Comeback is available.
Event Details
When creating an event, provide:
Title - Event name
Date - Event date and time
Duration - Length of event in minutes
Assign Closer - Select who will handle the event (for Closer Events)
Address - Event location
Notes - Additional event information
Exporting Data
Click Download CSV to export calendar data for the selected date range into a CSV file for analysis or reporting.