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Navigate day, week, month, and agenda calendar views
The calendar offers four view modes to help you see your schedule at different levels of detail.
Day View
The day view shows a short three-day window in a time-grid layout, with each day broken into hourly rows. Each event appears as a block positioned at its scheduled time, and the block height reflects how long the event lasts. This view is ideal for focusing on the next few days of back-to-back meetings and calls.
Week View
The week view shows seven days side by side, each with hourly time slots. Events are displayed as blocks within their day columns. All-day and multi-day events appear in a separate band above the time grid, with multi-day events drawn as one continuous bar. Each column header shows the day name and a large date number, and a faint band marks your working hours.
Month View
The month view presents an entire month in a traditional grid. Each day cell shows a few event previews; when a day has more events than fit, a "+N more" link appears that you can open to see the full list. Multi-day events stretch across the cells they span. This view is best for planning ahead and spotting gaps in your schedule.
Agenda View
The agenda view shows a chronological list of upcoming events grouped by date. Each date appears as a section header, with events listed beneath it showing a colored type dot, title, person, company, and time. Today's date is highlighted. This view is ideal for reviewing what's coming up in a simple, scannable list, and it is the default layout on phones.
The view selector is in the calendar toolbar. Open it and pick Day, Week, Month, or Agenda to switch layouts. The calendar opens in week view by default, and remembers the last view you chose. On phones, the same view menu in the header offers the two phone-friendly views, Agenda and Month. You can also switch views with keyboard shortcuts (see below).
- Today button: Click Today in the toolbar to jump back to the current date, no matter which range you are viewing.
- Previous / Next arrows: Use the left and right arrows to move to the previous or next range. The step matches your current view (three days in day view, a week in week and agenda views, a month in month view).
- Mini-month: The small month calendar in the side panel lets you click any date to jump straight to it. The current view's range is highlighted.
- Date header: The current range is shown in the toolbar, as the day, the week range, or the month and year.
Each event is tinted by its type with a calm, quiet treatment: a slim colored bar runs down the left edge of the event, with a barely-there wash of the same color filling the block. There are no dots, squares, or outlines. The colored edge does the work, so titles stay easy to read. Colors mean type and status only; there is no per-event custom color. Here is what each color means:
- Meeting: Blue.
- Call: Green.
- Email: Violet.
- Note: Grey.
- Task: Amber.
- Overdue: Red, with a touch more fill, flags an item that is past due.
- Cancelled: Muted, with a strikethrough on the title.
- Overlay signals: The most muted, neutral tint, used for the read-only CRM signals you can layer on (see Layers & Overlays below).
Completed events are shown with reduced emphasis and a strikethrough on the title, so you can see at a glance which are done.
Read-only items (overlay signals, and a teammate's events when you are viewing their calendar) use a muted neutral fill rather than a louder color. The peek that opens when you click one labels it (for example with the provider name, or "read-only"), so you always know what you can and can't change. The colored dots in the side panel's My calendar list are layer toggles for turning groups of items on and off. They are not an event-type key.
Control what appears on your calendar, and bring in read-only signals from across the CRM.
The side panel includes a Layers rail that lets you turn parts of the calendar on and off. It has three sections: My calendar, Overlays, and Booking pages. Each one collapses on its own: click the section heading to fold it away. The calendar remembers all three choices between visits, and each has a matching row in Calendar Preferences so you can set the starting state without hunting for the heading. When the rail is taller than the panel it scrolls, and it keeps a thin scrollbar visible the whole time rather than hiding it at rest, so a long list never looks like a short one.
The top group, My calendar, controls your own time:
- Events: Your CRM activities and events.
- Tasks: Scheduled and due tasks assigned to you.
- Bookable windows: The master switch for the faint availability band that shows when others can book time with you. With it on, you choose which pages to show using the checkboxes in the Booking pages section (see Booking pages below).
- External (Google · Outlook): Events imported from a connected Google or Outlook calendar.
Below that, the Overlays section lets you layer read-only signals from across the CRM directly onto your calendar, so you can see deadlines and milestones alongside your meetings:
- Deal close dates: Expected close dates for your open deals (shown by default).
- Invoices due: Due dates for outstanding invoices.
- Quote expiries: When your sent quotes expire.
- Campaign sends: Scheduled marketing campaign send dates.
- Project timelines: Project start and end milestones.
Overlays are read-only: they appear in the most muted, neutral tint and cannot be edited or deleted from the calendar. They are signals only. Clicking one opens a peek with a single Open record link to jump to the underlying deal, invoice, quote, campaign, or project. You only see the overlay layers you have permission to view, so the available overlays depend on your role. If a layer has more items than can be shown for the current range, a note tells you to narrow the date range to see the rest.
Clicking an event opens a compact peek card next to it, showing the title, time, linked person and company, location, any deal value, and a Join button when the event has a video meeting link. From the peek you can open the full record, edit, reschedule, or delete the event. Clicking a task opens the full task detail panel instead. When several events overlap in a tight column, they collapse into a single chip showing the first event and a "+N more" count. Click it to see the whole list.
Edit, manage, and RSVP to your Google or Outlook events without leaving the calendar.
Events from your own connected Google or Outlook calendar are not just for viewing. You can manage them right from the peek, and your changes are written back to the provider. Click an external event, then click Edit event to edit it inline: change the title, location, date and time, or flip it to All day, then Save. A small tag in the peek shows the source (for example Google or Outlook).
The ··· (more actions) menu in the peek offers a few more options:
- Open in Google / Open in Outlook: Jump to the event in your provider's own calendar.
- Email event details: Start an email pre-filled with the event's when, where, and who.
- Duplicate: Start a new event pre-filled from this one.
- Delete: Remove the event (also removed from your provider's calendar).
When you were invited to an external event, the peek also shows a Your response control with Going, Maybe, and No. Pick one to RSVP, and your response is sent back to the organizer through your provider.
Click the full-screen icon in the toolbar (or press f) to expand the calendar to fill the entire window, hiding the rest of the app so you can plan without distraction. To leave full screen, click the × in the top-right corner or press Esc. Your full-screen preference is remembered between visits.
The side panel's third section, Booking pages, lists the pages people can book you through. Click the copy icon next to any page to copy its public booking link, which you can paste into an email or message. The person who opens it can pick a time that fits your real availability.
Every row in the section is the same control: a checkbox that says whether the page is drawn, with a short colored bar beside it showing the pigment that page uses on the grid, and a second line under the name carrying the meeting length, how many bookings it has taken (when your role can see them), and no link yet for a page with no shareable URL. That second line is read out with the row, so a screen reader hears the same facts the row shows. Check a page to show its bookable windows on the calendar in that color; uncheck it to hide them. The colors keep each page's windows easy to tell apart when you show more than one, and a row that is off drops its color entirely rather than relying on the tint alone to say so. The Bookable windows layer toggle (in the My calendar list) is the master switch for the whole group. With it off, the windows stay hidden no matter which pages are checked.
The section is a disclosure. Click the Booking pages heading to collapse or expand it, and the calendar remembers your choice. Pages that are paused, and pages belonging to teammates, are tucked into their own collapsed groups (Paused and Team pages) because neither draws on your calendar. A paused page has no checkbox at all, and no Copy or Preview, because its public link takes no bookings.
How the windows are drawn depends on the view. In week and day views they are soft colored blocks on the time grid, labelled Bookable when there is room for the word. In month view they are thin colored underlines at the foot of each day cell, and in agenda view a plain line reading Bookable: with the times and the link name. The month and agenda rendering has its own switch in Calendar Preferences (Bookable in month and agenda) if you would rather keep those two views clean.
Click a bookable band to open a peek titled Bookable time, which names the booking page it belongs to and the slot length. From there you can click Create here to schedule something into that open slot, which opens Quick create pre-filled with the slot's date and time, or click Share link to copy the booking URL. If you can edit booking pages, the peek also offers Edit availability and Make unavailable.
Create, pause, edit, and delete a booking page without leaving the grid.
Each row in Booking pages has an actions menu. What it offers depends on your role and on the page's own state:
- Edit availability and Edit page: open the booking page in the Scheduler. Both need permission to edit booking pages.
- Preview and Copy link: only for an active link that has a published URL. A link with no URL yet says so instead.
- Pause / Resume: switch the page off or back on. A paused page moves into the Paused group and stops appearing on the grid.
- Delete: needs permission to delete booking pages.
If none of those apply to you, the menu button is not rendered at all.
The + button in the Booking pages heading (or the s shortcut, hinted by the small s key beside it) opens the full booking-page editor in a drawer, right there on the calendar. It is the same editor the Scheduler uses, not a name-only stub, so you can set duration, availability, location and questions without leaving the grid. The button only appears if you have permission to create a page, and it stays reachable while the section is collapsed; creating from a collapsed section expands it again so the new page is not filed somewhere you cannot see.
Once the page is created the calendar confirms with Booking page created and offers Set up availability, which jumps straight to that page's availability section. A Copy link action sits alongside it whenever the new page already has a shareable public URL; a page that is not published yet simply does not offer the copy, rather than handing you a link that goes nowhere. Creating past your plan's booking-page limit is refused with a message saying so.
Sometimes the page itself saves and something that follows it does not: the hours, the dates you added, or the hosts and rooms you picked. In that case there is no green confirmation: the drawer stays open on a red message naming what failed, with a Retry that re-sends only the part that is still outstanding, and the button at the foot changes from Create booking page to Page created, so a second click cannot make a duplicate. The new page is already in the list behind the drawer. Closing at that point asks “Leave without finishing?” and names the true state: “This booking page is saved. Leaving now drops the hosts and rooms you picked.” It lists whichever pieces are still pending, so it is clear the page survives and only the unfinished part is lost.
In week and day views, on a desktop-width window with a mouse or trackpad, you can drag across an empty stretch of a day column to offer that time. Releasing opens a dialog titled Add availability with two choices, Offer this time and Make unavailable instead. Confirming writes hours for that single date on the booking page's schedule, exactly what the booking-page editor writes, and the calendar confirms with “Availability added for that date.” or “Marked unavailable for that date.”
- Where it works: week and day views only, at a window width of at least 1024 pixels, with a fine pointer. On a touch screen and at tablet widths it is deliberately not armed, because the drag would fight the scroll gesture. Add the date from the booking-page editor instead.
- What you need: permission to edit booking pages, the Bookable windows layer on, and at least one checked booking page that already has a saved schedule. It is off entirely while you are viewing a teammate's calendar.
- From the keyboard: focus a day column and press a, size the range with the arrow keys (hold Shift to move the end), and press Enter to open the same dialog. Esc exits.
- Shared hours are named before you commit: if the range belongs to a schedule other pages use, the dialog says which and how many, and offers to switch this page to its own hours instead.
- There is no undo. Press Esc before releasing to abandon a drag; afterwards, change the date from the booking-page editor.
The booking-page editor has a calendar of its own beside the form, and dragging on that grid is a separate gesture with a choice attached. Above it sits a Drag adds control with two options, Weekly hours and One date, which decides what a drag writes:
- Weekly hours: the drag adds a repeating window to that weekday in the page's weekly schedule. If it touches hours already there, the two are merged into one block, and the confirmation names the block that actually resulted rather than the range you drew. A day can hold six blocks at most; a drag that would exceed that is refused and says so. So is a range that is not a real stretch of time once it is converted to the page's time zone. A drag that begins inside the hour a spring-forward clock change skips comes back with its end before its start, and the pane answers “The end time must be after the start time.” instead of saving a block that would paint nothing.
- One date: the drag adds hours for that single date only, as a date-specific exception, leaving the repeating week alone. On a page you have not saved yet the exception is held with the rest of your unsaved changes and drawn on the grid straight away, so it lands with the page when you save.
- Undo: every weekly change raises a confirmation carrying an Undo action that puts the schedule back as it was. It is one step deep, so it undoes the last change only, and it declines rather than doing the wrong thing in two cases: while a save is running it says “Wait for the save to finish, then draw.”, and once the hours have changed again since that draw it does nothing, so a later edit is never quietly rolled back.
- Removing a block: click a block already on the grid to select it, and a control naming it (for example Remove Tue 9:00 AM - 11:00 AM) appears at the foot of the pane. It is offered only while Drag adds is set to Weekly hours and the hours are yours to change; click a band at any other time and the pane says which of those is missing (“Set Drag adds to Weekly hours to remove a time block.”, “Turn on a repeating week to draw weekly hours.”, or that these hours cannot be changed from the calendar) rather than doing nothing.
- When a mode is not available: Weekly hours needs a repeating week turned on; picking it without one is refused with a note saying so, rather than silently doing nothing. If the page borrows a shared schedule you are not allowed to edit, drawing is disarmed altogether and the pane says the hours are managed by someone else, because a drag there would change hours other booking pages depend on.
While a page is still untitled, the blocks it draws are labelled Selected hours rather than borrowing a name it does not have yet.
In week and day views, drag a timed event to a different day or time slot to reschedule it. This works for both your CRM events and single timed events from your connected Google or Outlook calendar (the change is written back to the provider). The change is saved automatically and, for a synced event, the external event moves too. The event keeps its duration, and drops snap to the nearest 15 minutes. Recurring events, all-day events, and tasks cannot be dragged. To reschedule one of those, open it and edit its date and time instead.
In month view you can move through dates entirely from the keyboard. Press Tab until a day cell is focused, then use the arrow keys to move between days:
The calendar announces the active view, the visible date range, whose calendar you are viewing, and layer changes to screen readers, so the whole surface is usable without sight.
Managers can switch the calendar to view a team member's schedule.
If you are a manager, a You picker appears in the toolbar. Open it and choose a team member to view their calendar instead of your own. Managers can view the calendars of people on their team, while reps see only their own. A teammate's calendar is read-only: you can browse their schedule, but you cannot create, edit, reschedule, or delete their events, and your own external calendar and booking pages are hidden while you are viewing someone else. Choose You to return to your own calendar.
From the view menu you can switch density between Comfortable and Compact. Compact tightens the spacing so more of the day fits on screen at once. Density only changes the geometry. Event text always stays legible. Your choice is remembered between visits.
A search box sits in the calendar toolbar (press / to focus it). Type at least two characters to search across all your events, including ones outside the current view. Results appear in a dropdown showing the title, date, and linked person. Click a result to jump to its date in day view and open the event. Managers searching while viewing a teammate's calendar still search across the whole organization, scoped to what their role can see.
Events with a recurrence rule (daily, weekly, monthly, and so on) are automatically expanded into their individual occurrences within the visible range. For a CRM recurring event, editing or deleting any occurrence affects the whole series, not just that one date. For a recurring event from your connected Google or Outlook calendar, editing or deleting it instead asks you to choose the scope first: This event, This and following events, or All events. You can change a single occurrence without touching the rest. If a recurring series is synced to an external calendar, changes are kept in sync as well.
Today's date is highlighted in every view. In week and day views, a thin line marks the current time and updates every minute, so you always know where "now" falls in your day.