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.
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.
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.
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.
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.
Change the calendar view using the controls in the toolbar.
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).
How events are color-coded so you can read the grid at a glance.
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:
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 calendarlist 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. The top group, My calendar, controls your own time:
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:
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.
Click any event to see its details in a quick peek.
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 Joinbutton 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:
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.
Promote the calendar to fill your whole screen.
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 includes a Share a link section that lists your booking links — "Let others book your offerable time. Check a link to show its bookable windows on the calendar."Click the copy icon next to any link to copy its public booking URL, which you can paste into an email or message — the person who opens it can pick a time that fits your real availability. If you don't have any booking links yet, you can create one inline by giving it a title; the new link is copied to your clipboard so you can share it right away. Press s as a shortcut to start creating a link.
Each active booking link has its own checkboxand a soft color of its own. Check a link to show that link's bookable windows on the calendar in its color; uncheck it to hide them. The colors keep each link's windows easy to tell apart when you show more than one. The Bookable windows layer toggle (in the My calendarlist) is the master switch for the whole group — with it off, the windows stay hidden no matter which links are checked.
In week and day views, your bookable time appears as a faint shaded band inside your working hours, so you can see the offerable time underneath your committed events. Click a bookable band to open a peek that names the booking link it belongs to. From there you can click Create hereto schedule something into that open slot — this opens Quick createpre-filled with the slot's date and time — or click Share link to copy the booking URL.
Move events to a new day or time by dragging them.
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 Youpicker 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 links are hidden while you are viewing someone else. Choose You to return to your own calendar.
Tune how tightly events are packed.
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.
Find any event by name, person, company, or location.
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.
How repeating events are shown.
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 — so 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.
Quickly find the current date and time.
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.