Calendar
See deal closes, consultation bookings and sales activities in one calendar. The Bookings tab lists incoming reservations as a list, and your public booking link lets customers pick a time themselves.
Two views
A My booking page card stays pinned at the top regardless of the view, so you can create or share your public booking link. Below it you switch between two tabs to manage schedules.
- Calendar — a 6-week (42-cell) month grid starting on Sunday. Event types are color-coded with icons, and today is marked with a circle. If a cell has 4+ events, three are shown and the rest collapse into a +N counter.
- Bookings — incoming bookings as a chronological list to work through. From a booking's detail you can jump straight to a call or text.
Event types
Deal closes, bookings and sales activities gather on one calendar, each in its own color. Reading your personal Google Calendar events is coming soon, before our enterprise launch.
- Deal close — the expected close date of an open deal shown with its amount. Closed deals don't appear.
- Booking — consultations that came in via a public booking link or that you scheduled yourself, from Bookings. Canceled bookings are excluded.
- Sales activity — timed sales activities that are still upcoming or overdue. Activities marked done or skipped don't show.
Choose what to show
In the Show panel above the grid you can toggle each type with a checkbox. All are on by default, and the panel collapses or expands. When you only want to see deal deadlines, turn the rest off to view a single type cleanly.
Move months & view a day
- Switch months — use the arrows at the top to move between months. Each move re-fetches that month's sales activities.
- Spot clustered weeks — see ahead of time whether deal deadlines cluster in one week and adjust your schedule.
- Open a day — on mobile, cells are small so events get clipped — tap a day with events to see that day's full list in a small popup. A wide desktop screen is best for scanning a whole month.
Where events come from
Public booking links for consultations, deals close dates, processes & activities, and scheduled sales activities all gather in one place. Reading your personal Google Calendar events alongside them is coming soon, before our enterprise launch.