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DocsCalendar Preferences
Set how your calendar opens and looks: default view, density, week start, CRM layers, event defaults, and focus mode
Tune the calendar from a slide-in panel on the page, or from a full settings page.
Calendar preferences control how your calendar is presented to you: which view it opens in, how tightly events are packed, which day the week starts on, which CRM signals overlay the grid, and more. You can reach these preferences two ways, and they always show the same values:
- The preferences panel: open it from the gear icon on the Calendar page. It slides in from the right so you can change a setting and see the calendar update behind it right away.
- The settings page: go to Settings > Calendar for the same controls laid out on a full page, useful when you want to review everything at once.
| Field | Description | Default |
|---|---|---|
| Default view | The view the calendar opens in. Choose Day, Week, Month, or Agenda. You can still switch views from the toolbar at any time, so this just decides where the calendar starts. | Week |
| Default view on phone | The view the calendar opens in on a phone. Choose Day, Month, or Agenda. Week is not offered here because seven columns are unreadable at phone width. This is kept separate from Default view above, so your phone and your computer can each open the way that suits them. | Day |
| Density | Automatic, Comfortable, or Compact spacing. Automatic uses compact spacing on a phone and comfortable spacing on a larger screen. Comfortable gives events a little more room everywhere; Compact tightens the geometry everywhere so more of the day fits on screen. Event text always stays legible at any setting. | Automatic |
| Start week on | Which weekday the week and month views begin on. Choose Sunday or Monday. | Sunday |
| Hide weekends | Collapse the Saturday and Sunday columns in the week and month views, so the grid shows only the working week. | Off |
| Show working-hours band | Shade your working hours on the week grid as a faint band, so you can see committed and offerable time against your normal day. | On |
Layer preset is a quick way to switch a whole bundle of overlays on at once. Pick Revenue at risk (invoices due, quote expiries, and deal close dates), Delivery (project timelines and campaign sends), or Pipeline (deal close dates and quote expiries), or leave it on Custom to choose layers yourself. Toggling any individual overlay below that doesn't match a preset switches the preset back to Custom automatically.
| Field | Description | Default |
|---|---|---|
| Layer preset | A curated bundle of overlays, or Custom to pick your own. Options are Custom, Revenue at risk, Delivery, and Pipeline. | Custom |
| Deal close dates | Overlay the expected close dates of your open deals on the calendar as read-only signals. | On |
| Invoices due | Overlay the due dates of outstanding invoices. | Off |
| Quote expiries | Overlay the dates your sent quotes expire. | Off |
| Campaign sends | Overlay scheduled marketing campaign send dates. | Off |
| Project timelines | Overlay project start and end milestones. | Off |
| Events | Show your own meetings, calls, and activities on the calendar. | On |
| Tasks | Show scheduled and due tasks assigned to you. | On |
| External | Show events synced from a connected Google or Outlook calendar. | On |
| Bookable windows | Render your bookable availability band, the faint shaded time others can book with you. This is the master switch for the whole group; with it off, no booking-page windows show. | On |
| Bookable in month and agenda | Show the bookable layer in month and agenda views too. Month draws thin colored underlines at the foot of each day cell and agenda adds a plain "Bookable:" line, so turn this off if you want those two views kept to events alone. Week and day views are unaffected, so they follow the Bookable windows master switch. | On |
| New pages start visible | Paint a newly created booking page on the calendar right away. Turn it off and a page you create from the Booking pages section starts unchecked, so you can set its availability before it draws anything. | On |
| Booking pages start collapsed | Open the calendar with the Booking pages section of the side rail collapsed. This is the same state as the collapse control on the section heading itself, so collapsing it on the calendar updates this setting, and vice versa. | Off |
| My calendar starts collapsed | Open the calendar with the My calendar section of the side rail collapsed. Same two-way link as the row above: folding the section on the calendar updates this setting, and changing it here decides how the rail opens next time. | Off |
| Overlays start collapsed | Open the calendar with the Overlays section of the side rail collapsed. Useful if you keep the CRM overlays turned off and would rather not scroll past them to reach your booking pages. | Off |
| Field | Description | Default |
|---|---|---|
| Show declined events | Show events you have declined in the grid. Turn this off to hide events you said no to and keep the calendar to what you plan to attend. | On |
| Default event duration | The length a quick-created event starts at when you click an empty time slot. Choose 15, 30, 45, 60, 90, or 120 minutes; you can still adjust the length on the event itself. | 60 min |
| Field | Description | Default |
|---|---|---|
| Open calendar in focus mode | Promote the calendar to a full-viewport overlay whenever it opens, hiding the rest of the app so you can plan without distraction. You can still enter and leave focus mode from the calendar toolbar. | Off |
Some calendar-adjacent settings belong to the whole app rather than just the calendar, so the panel links out to their own pages instead of duplicating them:
| Field | Description |
|---|---|
| Time format & time zone | Your clock format (12-hour or 24-hour) and time zone. Opens your Profile settings via the "Manage in Profile" link. |
| Working-hours schedule | The booking availability the working-hours band is derived from. Opens your scheduler availability via the "Edit availability" link. |
Theme is app-wide rather than a calendar setting, so it is not in this panel. Change it from the profile menu in the top-right corner, or on Settings > Appearance.
There is no Save button. Every change you make autosaves the moment you make it, and a brief Saved confirmation appears to let you know it stuck. Because the panel and the settings page read and write the same preferences, a change in one shows up in the other immediately. Because they are stored on your account rather than in the browser, they follow you to any device you sign in on.