Calls and leads / Events calendar

The Events page is the calendar for every agent: meetings they booked, events you added, and busy times from connected Google or Outlook calendars. Each agent's Events tab shows just its own.

Getting around

  • Day, Week and Month views, switched on the right under Add event.
  • ← Today → moves back, to today, and forward.
  • The colour key shows what each colour means: meetings, your events and calendar busy times.
  • Meetings at the same time sit side by side rather than on top of each other.
  • All times are in your company's timezone.

Adding an event

Press + Add event to block out time, for every agent or one, such as a public holiday, a team meeting or a site visit. Agents don't offer meeting times that overlap events.

Meeting details

Click a meeting to open it: who it's with, the type, time, place and link, notes, and the call it was booked on. Click the pencil to change any of it in place.