Where do I find my calendar/appointments in the dashboard?

To find your calendar and appointments in the dashboard:

1. Click CRM in the left sidebar.
2. Click Appointments in the CRM navigation.
3. Use the Calendar view for day, week, or month layout, or switch to List view for an agenda-style list.

In List view, each appointment is grouped by date and shows the time, title, call type, and assignee. Click an appointment to open its details.

Click Export if you need to download your appointments as a CSV.

Note: You need a connected Google or Outlook calendar for appointments to sync. If you don't see any appointments:

1. Go to Settings → Email & Calendar.
2. Connect your Google or Outlook calendar.
3. Return to the CRM Appointments tab

The Dashboard home page may also show recent bookings, but the main place to view all appointments is in the CRM → Appointments tab.

Related

• Managing People
• Managing Companies
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