Calendar overview
Calendar centralizes workspace events—customer meetings, internal syncs, and leave visibility—alongside task due dates when viewed from boards. Creating events through the New Event flow ensures appointment types, durations, and optional Google Calendar sync stay consistent with your booking and scheduling setup. Admins configure Appointment types in Settings; reps use those types when placing events on the shared calendar.
Video
Who can do this
Users with Calendar permission. Creating public booking links may require Admin role.
Before you begin
- Appointment types configured in Settings
- Optional: Google Calendar connected for Sync to Google Calendar
- Understand difference between All Events calendar and Leave Calendar
What you'll accomplish
- You can create events using New Event and the event modal fields
- Events appear on All Events calendar with correct Start and End
- Appointment type applies correct duration and metadata
- Google sync works when enabled on the event
Step-by-step procedure
Open the calendar
- Sidebar → Calendar → All Events (
/calendar). - For team PTO visibility, open Leave Calendar (
/calendars/leave-calendar) separately. - Use month/week/day toggles if available to change zoom level.
Create an event with New Event
- Click New Event (toolbar or click-drag on a time slot).
- The event modal opens—complete these fields:
| Field | Purpose |
|---|---|
| New Event | Modal title—creates a calendar entry |
| Start | Event start date and time |
| End | Event end date and time—defaults from appointment type duration |
| Appointment type | Selects configured type (consultation, demo, follow-up) |
| Sync to Google Calendar | When checked, mirrors event to connected Google account |
- Add title, attendees, linked contact, location or video link if fields appear.
- Save—the event renders on the calendar grid.
- If Sync to Google Calendar was checked, verify the event in Google within a few minutes.
Appointment types in practice
Appointment types drive booking link availability and default lengths. When staff manually creates New Event, picking the correct Appointment type keeps reporting aligned with customer self-bookings. Wrong type skews Appointments reports.
Calendar and tasks together
Board Calendar view shows task Due Date entries; All Events shows scheduled meetings. Plan customer calls on All Events; plan internal deliverables on board calendars—do not duplicate the same work on both.
Booking links and triggers
Share customer booking via Triggers and forms and appointment type URLs configured in Settings. Manual New Event complements self-serve booking for phone-scheduled meetings.
Verify your work
- Event appears at correct Start/End on
/calendar - Appointment type label visible on event detail
- Google Calendar shows synced event when toggle enabled
- Linked contact opens from event detail if set
Tips
Always set End explicitly when types allow override—back-to-back customer calls need buffer time. Review Leave Calendar before scheduling all-hands to avoid conflicting with approved PTO.
Troubleshooting
| Sync to Google Calendar fails | Reconnect Google in Integrations | | Missing appointment type | Admin must add in Settings → Appointment types | | Double booking | Check rep Google sync and workspace calendar together | | Event not visible | Filter owner/team calendar scope; verify date range |