How to Effectively Use Your Calendar

How to Effectively Use Your Calendar

Mastering the calendar feature is essential for visualizing your appointments and managing blocked-off time. This guide will help you navigate these tasks, understand the display options, and learn how to filter your calendar views effectively.

Step 1: Navigating Your Calendar

Access Your Calendar
From your dashboard, you can easily access your calendar(s) to get a clear view of scheduled appointments and blocked-off time.

Filtering Your Calendar Display

• If you manage multiple calendars, use the “My Calendar” dropdown to switch between them.

• Under the “All” tab, filter your calendar to show only appointments, only blocked time, or both.

• The “Weekly” tab allows you to adjust the view between monthly, weekly, or daily displays.

• Click the “?” icon to access the Event Guide, which explains the color codes for various appointment types and events.

Step 2: Scheduling Appointments

Adding Appointments to Your Calendar

1. Click on the desired date/time, or use the “Book Appointment” button at the top of the page.

2. A pop-up window will appear with two options. Select “Book an Appointment.”

3. Choose the contact for whom you’re scheduling the appointment.

4. Fill out the appointment details and click “Save Appointment.”

5. The appointment will now display in your calendar at the selected date and time. You can edit or delete it anytime by clicking on the appointment.

Step 3: Blocking Off Time

Adding Blocked Time to Your Calendar

1. Select the user calendar (note that only user calendars can block off time).

2. Click on the date/time you want to start blocking off. This could be for vacations, offsite meetings, or any other reason you need to reserve time.

3. In the pop-up window, select “Add Blocked Off Time.”

4. Enter the relevant details, such as the timezone, specific days/times to be blocked, and a title/description.

5. Click “Save Event” to confirm the blocked time on your calendar.

Customizing and Managing Your Calendar Settings

You now have a basic understanding of how to navigate and manage the Calendar section. There are various customization options available to tailor your calendar setup according to your business needs. You can quickly access Calendar Settings from the calendar page using the settings icon, or by navigating to Settings > Calendars.

Feel free to make adjustments as needed. With these tools, you can optimize your calendar experience and better organize your scheduling process!

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