Calendar
The Calendar view gives you a visual overview of all scheduled meetings across your workspace.
Opening the Calendarโ
Go to Meetings โ Calendar (or the top-level Calendar page if available in your sidebar).
Calendar Viewsโ
Switch between views using the controls at the top:
| View | Description |
|---|---|
| Month | Full month overview with meeting dots on each day |
| Week | Week view with hourly time slots |
| Day | Single day with hour-by-hour detail |
Reading Calendar Eventsโ
Each meeting appears as a colored event block showing:
- Meeting type name
- Lead name
- Assigned team member
- Time
Click any event to see the full booking detail (same as opening from the Bookings list).
Filtering the Calendarโ
Use the team member filter to show only meetings assigned to a specific person โ useful for managers reviewing a rep's schedule.
Navigationโ
Use the arrow buttons to move forward or backward through months/weeks/days. Click Today to jump back to the current date.
Creating a Booking from the Calendarโ
Click on any empty time slot in the Week or Day view to create a new booking at that time. This opens the new booking form pre-filled with the selected date and time.