Calendar

The Calendar app shows your meetings and lets you see colleagues’ meetings beside yours.

Your calendar0:53 · narrated, with captions

Transcript

1. 0:02This video covers the Calendar app, where your meetings with customers and the team are scheduled.
2. 0:08Open the apps menu and choose Calendar. It opens on the current week, with today marked in red.
3. 0:17The arrows move one period back or forward, and Today brings you back. The scale button switches between day, week, month and year.
4. 0:26The small month on the right jumps to any date. Below it, the attendee filter shows whose meetings are on the calendar.
5. 0:33New schedules a meeting, and the list button at the top right shows meetings as a list instead.
6. 0:39Meetings with a customer also appear on the account, under the Meetings button at the top of its record.
7. 0:46That is your calendar.

• It opens on the current week, with today circled.
• Use the arrows to move back and forward, and Today to come back.
• The scale button switches between Day, Week, Month and Year.
• The mini month on the right jumps to any date.
• Under Attendees, add colleagues to see their meetings beside yours.
• New schedules a meeting. The list view shows meetings as a list.

On any customer record, the Meetings button lists the meetings held with that customer.