Managing Your CRM Calendar

Your CRM calendar lets you book meetings, prevent double booking, and share a clean scheduling link with clients. Set it up once, then manage appointments from one place without bouncing between apps.

Watch the Conversation Walkthrough

In these short videos, you will learn how to:

• Connect Google or Outlook to your CRM
  
  
• Create and copy your booking link
  
  
• Adjust availability, buffers, and minimum notice
  

Overview

Setting Appointments Manually

Connecting Calendar & Adjusting Calendar Settings

Additional Calendar Resources

• Calendar Setup (Official Guide)
  
  
• Availability, Buffers, and Slots
  
  
• Using One Time Links
  

Quick Tips for Your Calendars

1. Add a 10 to 15 minute buffer before and after meetings.
   
   
2. Set a minimum scheduling notice so same day bookings do not surprise you.
   
   
3. Test your booking link in an incognito window before sharing.
   
   
4. Confirm your timezone in settings after you connect your calendar.
   
   
5. If multiple team members take calls, consider round robin calendars for faster booking.