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Calendar and Customised Booking Features
Overview of the Calendar section
How to set up and add an event or an appointment
How do I create a new calendar?
How to set up a recurring weekly appointment
How do I send out a calendar event invitation or reminder email?
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How to Set Up Calendar Event Reminders
Tutorial Video - Calendar - Advanced Guide - recurring appointments and reminders
Setting up calendar reminders and times for reminders
How do I set up SMS calendar reminders
How do I set up an on screen pop up reminder for a calendar event?
Can I customise appointment invitations and reminders/confirmations with our company logo?
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How to Manage Calendars - Hide, Share and Set Permissions
How to set up read-only access to a calendar
How to hide or restrict the view of calendars from other users?
How do I hide a calendar from other users but share with only certain people?
Publish CRM Calendars on a Website with URL Link
If I remove a calendar from my CRM account will I still be able to see previous appointments for that calendar?
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Search Calendar Events
Can I search calendar events inside the calendar section?
Print off calendars and job sheets
Can I print off CRM calendars?
Can I print individual calendars for the relevant people?
Can I set up and print off a daily job sheet?
Customised Booking Features
Book appointments directly from a contacts record into the calendar and automate email and SMS reminders
Online booking widget for Health and Beauty Sector
Customised booking and reservation system
Calendar Synchronisation on Mobile, Tablet and Mac etc
What calendars can I sync with my CRM account? Issue still with iPhone/iPad/Mac
Sync your CRM account calendar with your Android mobile calendar
View your CRM account calendar on an iPhone or iPad
Set up Microsoft Outlook calendar 2-way sync with your CRM account
See your Google Calendar inside your CRM Calendar
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Give Read-Only Access to Calendars for Engineers/Cleaners etc
Give URL Access to Calendars for Remote Staff
Calendar - Frequently Asked Questions
How to change the colour of a calendar?
Is there a cost for keeping an expired users calendar on our CRM account?
How can I insert the name and address of a customer from a task into the calendar?
Can I access my CRM account calendar on other devices?
How do I change an appointment?
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Calendar events that I create and save are then not shown on the calendar - why?
I created an all day event but I just see a coloured line - why?
I cannot see all the calendars listed on the main Calendar page inside my CRM account, why?
The options on the Calendar to Create Event, Manage Calendars etc are not displayed correctly, why?
I cannot view my calendar in a different view - a message displays saying loading please wait, why?
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