Chapter 14

Calendar & meetings

Note — desktop chapter, with a web section at the end. Sections down to Whose calendar below describe the TechieCRM desktop application. The web portal now has a real month, week and day grid of its own — see The web portal calendar at the end of this chapter for what it does and does not do. The web meeting form still has eight fields: subject, description, location, start, finish, all-day, Private, and the client the meeting is linked to — so attendees and RSVP, recurring series, alarms, priorities, locations/resources pickers, categories and rich-text notes are desktop-only.

Times on the web are your local times. Meetings are stored in UTC (the same as the desktop and the source CRM), and every Calendar page — the grid, the list, the meeting page, the delete confirmation and the meeting form — shows and accepts them in the workspace's time zone, so a meeting booked for 4:00 pm reads 4:00 pm. One place still shows a meeting's time in UTC and is being fixed separately: the My Day page's Meetings card.

To book a meeting for a customer on the web, open their record and use Activities ▸ More ▸ Add Meeting, or right-click the customer in the Clients list and choose Schedule ▸ Meeting. Both open the meeting form with that customer already attached, so the meeting appears afterwards on the customer's Interactions and Activities lists. Adding a meeting from the grid's own empty space or Add Meeting button creates one with no customer attached — the web meeting form has no customer picker yet, so the link can only be made from the customer's side.

Source-CRM equivalent: Calendar. Calendar entries are called Meetings (formerly called Appointments in the source CRM) and live in the source database — what you book here shows in your source CRM and vice-versa.

In this chapter - Views and navigation - Creating, opening and deleting meetings - The meeting dialog - Attendees and RSVP - Alarms and reminders - The Calendar Control Bar - Call List and Payable/Receivable views - Settings ▸ Calendar - Recurring meetings - Whose calendar - Private meetings - Printing the calendar - Not yet available - The web portal calendar - Opening the calendar - Month, week, day and list - Booking from the grid - Whose meetings you see - Private meetings on the web - Calendar settings (web) - Printing - Not yet available on the web

Showing and hiding the Calendar Control bar

The quickest toggle lives in the user menu (your name, top-right corner): Calendar Control Bar shows a checkmark when the bar is visible — click it to hide or show the bar. (The same controls also live in Settings ▸ Theme Layout ▸ Calendar Control Bar Properties, alongside its docking position.)

Your choice is now remembered between sessions (September 2026). Hiding the bar used to be saved but never re-applied, so it reappeared on every launch and had to be hidden again. It now comes back hidden if that is how you left it. A brand-new user, who has never touched the setting, still starts with the bar visible.

Icon bar ▸ Calendar. Five views on the toolbar: Monthly, Weekly, Daily, Call List, Accounts Payable/Receivable. The last view you used is remembered (Settings ▸ Calendar sets the default). ◄ / ► step a month/week/day; the date dropdown between them jumps ±50 periods (Call List and AP/AR use Yesterday / Today / Tomorrow / This Week / Next Week / This Month / Next Month / Custom — Custom opens a date-range dialog). Clicking a day in the Control Bar's mini calendar moves every view to that date. Weekly/Daily shade non-work days, non-work hours and the lunch break; Monthly shows holidays (Settings ▸ Calendar ▸ Holidays: country/region). The time blocks follow your theme: in Light they keep the classic white / grey shading; in Dark they render in the same grey card family as the record lists (work blocks a light grey, non-work and out-of-month blocks a step darker) with white text. Today's date, the current-slot outline and the Calendar Control's mini-month selection use the calendar's purple accent. The window title shows a live count ("Events This Month", "Calls Displayed"…).

How a meeting is drawn

A meeting is a quiet panel with a coloured bar down its left edge — the same shape the web portal uses, so the two look like one product:

Part	Light	Dark
Panel behind the meeting	Near-white	Dark grey, a shade under the time block
Subject	Dark grey text	White text
Start time, shown before the subject	Muted grey	Light grey
The bar down the left edge	The colour of the calendar the meeting came from — purple for meetings from the source CRM	The same, adjusted so it stays visible on a dark panel
The bar on an all-day entry	Red	Red

The left bar is what tells you whose calendar a meeting came from when you are looking at several people at once. It is deliberately a 3-pixel bar and not a full colour fill: a week with five people's meetings in it used to be a wall of solid colour, which is hard to read and hard to scan. Tasks keep their orange and are not drawn on the grids at all (they live in the To-Do list).

A completed meeting has its subject struck through and slightly faded. Moving the pointer over a meeting turns its subject purple; the start time stays grey. Long subjects are shortened with an ellipsis to fit the space available, so a wider window shows more of the subject rather than the same fixed amount.

(September 2026: meetings used to be painted as solid purple blocks with white text. They are now the pale panel described above, in both Light and Dark, in the Month, Week and Day views.)

Meetings that clash — side-by-side columns

In the Week and Day views, meetings that happen at the same time are drawn side by side, each taking an equal share of the day's width, exactly as they are on the web portal.

How the width is decided:

Meetings are grouped into clashes. A clash is a run of meetings that are chained together by overlapping — if the 09:00–10:00 overlaps the 09:30–10:30, and the 09:30–10:30 overlaps the 10:00–11:00, all three are one clash even though the first and the last do not touch each other.
Every meeting in a clash gets the same width: the day's width divided by the number of columns the clash needs. A meeting that only overlaps its neighbour for the last fifteen minutes is still drawn at the narrower width for its whole height — this keeps each meeting one plain rectangle, which is what you click on.
Meetings that do not clash keep the full width of the day. A day with one meeting in the morning and two clashing meetings in the afternoon draws the morning one edge to edge, and only narrows the afternoon pair.
A clash needs fewer columns than you might expect, because a column is reused as soon as it is free: the 09:00 / 09:30 / 10:00 chain above needs two columns, not three — the 09:00 and the 10:00 share the left column, one above the other.

How many will fit. In a calendar window about 900 pixels wide each day column is roughly 110 pixels, so: two clashing meetings show a shortened subject, three show the start time only, and four or more are too narrow to carry any text — you see the coloured bar and the panel, and you read the meeting by hovering or opening it. Widen or maximise the window and more fits: at about 1600 pixels wide, five clashing meetings still show something. There is no "+2 more" summary yet.

(September 2026: before this release the Week and Day views gave every meeting the full width of the day, so two meetings at the same time were drawn on top of each other. The one underneath was completely hidden and could not even be clicked — whichever was drawn last owned the whole column. The Month view is unaffected: it lists a day's meetings one under another, and never overlapped them.)

Creating, opening, deleting

Double-click empty space (a day cell, or a time slot in Weekly/Daily) or right-click ▸ Add Schedule… → a new meeting pre-filled with that date/time (30 minutes).
File ▸ New Activity… (Ctrl + N) does the same for the date the view is showing. (September 2026: this menu item and its Ctrl + N shortcut used to answer "Adding activities is not yet supported with the current data provider" every time, because they were wired to the old local calendar file rather than to the meeting dialog. They now open the same Modify Meeting dialog as a double-click.)
Double-click a meeting or right-click ▸ Open to edit it. Right-click also offers View Day.
Delete is the red button inside the dialog ("Are you sure…?"). For a meeting that is part of a source-CRM recurring series you choose this occurrence only or all occurrences.
To-Dos are not drawn on the calendar grids — they live in the To-Do list, the Call List view and the Control Bar (Chapter 15).

The meeting dialog ("Modify Meeting")

Single page. Fields use in-field tips rather than labels; click anywhere in a field to change it. | Area | Fields | |---|---| | Top row | icon (click to choose), Subject, status button Pending / Completed / OVERDUE (click to toggle), 🎙️ Record meeting notes (see Chapter 26 — the recording is linked to this meeting), Print | | Details | Date (double-click → calendar), From / Until (double-click → Find Free Time week grid), Alarm toggle + lead time (5 min … 1 week); Priority High/Normal/Low, Options (alarm/reminder lead times, Include Client entries in email reminder, Sign out of Peg Board), Recurring (view only), Private, Reminder toggle + lead; Location… and Resources… (type or pick; the … buttons edit the source CRM's shared lists), Products / Services… and Categories… (system lists — edit in Administrator) | | Attendees | client entries and users with an RSVP mark ✓ / ? / ✗ — right-click: Add… (search users & entries, move with >> / <<), Remove, Response ▸ Accepted / Pending / Declined, View User / View Entry, View All Entries and Users | | Notes | rich-text editor — the meeting body (stored as the meeting's note) | Buttons: Delete (existing) · OK · Cancel. Print produces a preview of the details and attendee list.

Attendees ▸ Add… — when a search comes back short. The search looks in two places, TechieCRM users and Clients entries. From the September 2026 update, if either half could not be read from the database (the connection dropped, or your sign-in isn't allowed to read the database catalogue) you are told — "The search could not be completed against the database, so these results may be incomplete" with the reason — instead of being handed a short list that looks like "no matches". A genuine no-match still shows an empty list and says nothing, and so does a session with no SQL database at all.

Attendee changes are refused rather than guessed at. Saving an attendee list has always refused to touch a recurring series (the source CRM stores every occurrence under one id, so a change would hit them all). From the same update it also refuses when it cannot check whether the meeting is recurring — an unreadable database catalogue used to skip the check silently and let the write through. Nothing is written when it refuses.

An empty calendar, and why. A month with no meetings and a month whose meetings could not be read used to look identical. The failure is now recorded in the diagnostics log naming the table, and — the part you will notice — it is no longer remembered: before, one dropped connection left the calendar blank for the rest of your session even after the database came back, and now the next view or Refresh tries again. The same applies to attendee names, which used to fall back to raw login ids permanently after a single failed read.

Meeting and To-Do colours after a dropped connection. The list of calendars behind the colour of each entry (purple for meetings — the colour that becomes the meeting's left-edge bar on the grids — orange for To-Dos) is built once from the owners found in the database. From the September 2026 update it is only remembered when it was actually read: a connection that dropped while it was being built used to be remembered as "this database has no calendars", so for the rest of your session every meeting and To-Do was drawn in the plain fallback colour instead of its own. It now retries on the next view, and records the reason in the diagnostics log. A database that genuinely has no meetings or To-Dos table still says nothing — that is not a fault.

Alarms and reminders

Alarms for today are loaded when you log in and fire at their lead time: a beep and the meeting (or To-Do) opens with a flashing alarm icon. Click the icon: Snooze 5 / 10 / 15 / 30 minutes or Turn Off Alarm. Snoozing re-schedules to the next 5-minute mark. Reminder is a separate lead-time flag stored on the record (no email is sent from the desktop).

The Calendar Control Bar

The dock on the right (Settings ▸ Shortcuts shows/hides it and docks it left/right/floating): - Mini calendar — month/year dropdowns, ◄ ►; click a day to move the calendar and the lists. - Call List — To-Dos for the selected period; ! = High, grey = completed, red = overdue (unfinished tasks are carried forward until done). A single click selects; double-click opens the To-Do. (September 2026: a single click used to pop up a half-built "Call Details" window filled with sample data — the same fictional company and phone number no matter which call you clicked — which could not save anything you typed into it. Because it appeared on the first click, it also stood in the way of the second one, so the real To-Do window behind the double-click could not be reached at all. The sample window is gone and the double-click works.) - Accounts Payable/Receivable — All / Receivable / Payable for today, plus every unpaid item that is already due (overdue in red). Each line reads [icon] name amount (status); 💵 is money coming in, 🧾 a bill to pay. The amount follows the same rule as the AP/AR view below — a credit or overpayment reads -$50.00, never $-50.00. Click a line to open that invoice or bill (Chapter 7's document window: header, line items, payments, and Record Payment). If the document has been removed from the ledger since the list was drawn, you are told so. (September 2026: clicking a line used to write the item number to a developer terminal and do nothing you could see.) Sections are switched on/off under Settings ▸ Calendar ▸ Calendar Control Bar.

Call List and Payable/Receivable views

Call List: columns Complete, Date, Time, Priority, Subject, Name, Company, Phone 1; double-click opens the To-Do. AP/AR: Number, Contact, Date, Due Date, Amount, Balance, Status, Age (the same records Financials manages, Chapter 7). Amount and Balance are written with the minus sign before the dollar sign — a credit reads -$50.00 (Chapter 7, How money is written).

The toolbar buttons on these two tabs now work (September 2026). Until this update every one of them answered with a stand-in message such as "Export call list functionality".

Button	Tab	What it does
🔧 Column Setup	Call List, AP/AR	Tick the columns to show and put them in the order you want (Move up / Move down). Your choice is remembered per tab and re-applied next time you open the Calendar.
🖨️ Print	Call List, AP/AR	Print preview of the rows and columns you can see — a filter that is hiding rows hides them from the printout too.
📤 Export	Call List, AP/AR	The standard Export to Excel dialog, the same one the record lists use.
📈 Financial Report	AP/AR	A one-page preview: money in, money out, how many items and how many overdue on each side, the net, then the list of outstanding items. The figures come from the same ledger the list itself reads, so the two cannot disagree.

The Call List previously offered Print but not Export, and AP/AR offered Export but not Print; both tabs now offer both.

Settings ▸ Calendar

General (default view, weekends, week numbers, 24-hour, timezone) · View Options (work days, carry forward unfinished/unpaid, time interval, day start/end, lunch break) · Events (default duration and reminder, show end time / location in month view) · Appearance · Calendar Control Bar (show; sections) · Holidays (country, region, show) · Vacation. The Calendar Sync (iCal / Google) group is present but not active yet.

Week starts on (Settings ▸ Calendar ▸ General) sets which day is the first column of the week. All seven days are offered, not just Sunday and Monday, and the choice is now used consistently: the Month grid's day-name band and its dates, the Week view's day headings and the meetings inside them, the mini calendar in the Calendar Control, and the This Week / Next Week ranges in the Call List and Payable/Receivable views. Changing it applies immediately — you do not need to reopen the calendar.

(September 2026: the Month view used to ignore this setting entirely and always begin the week on Sunday, so setting "Week starts on: Monday" changed the Week view but not the Month view. The Week view had a second, smaller version of the same fault: it understood Sunday and Monday, but any of Tuesday…Saturday was treated as Monday when it fetched the week's meetings, while the day headings above them showed the day you had actually chosen — so the meetings appeared in the wrong columns. Both are fixed. If your Month view now opens on an unexpected day, check this setting — it is being obeyed for the first time.)

Appearance (Theme and Size) is greyed out, and that is deliberate (September 2026). TechieCRM has one theme and one text size for the whole application, set in Settings ▸ Theme — the calendar follows it like every other window. These two boxes never did anything: they stored a choice nothing read. They are shown greyed with a note pointing at the real setting rather than removed, so it is clear where the control moved to.

The Calendar really does follow the text size now (5 September 2026). Until this release the sentence above was only half true: the Calendar followed the theme (its colours), but its own toolbar, control bar and grids were drawn at fixed sizes and ignored Settings ▸ Font Style ▸ Font Size and your computer's accessibility text size. That has been fixed, and fixed whole — the box and the symbol inside it always move together, so nothing is clipped:

In the Calendar	What now follows the text size
The toolbar across the top	Month / Week / Day, Call List, AP/AR, the ⚙ settings button, the ◀ ▶ arrows, and the Print / Export / Column Setup buttons that appear for the current view — the buttons and the symbols on them
The date selector and the "whose calendar" selector	the pills themselves and the lists they drop down
Calendar Control (the side bar)	the mini calendar, its month and year boxes, its ◀ ▶ arrows, the bar's width, and the "Call List" / "Accounts Payable/Receivable" headings
Day and Week views	the hour column, the height of every time slot, the day-name band, and the text painted inside each appointment block
Month view	the day-name band (Sunday…Saturday, or whichever day your week starts on), the week-number column, and how small a day cell may be squeezed
Call Detail and the Calendar's own Settings dialog	their headings, their small print, and the width of the value boxes (time interval, day start/end, lunch, default duration and reminder)
The Custom Date Range picker (Call List / AP-AR ▸ Custom…)	the pop-up calendar itself, its month and year boxes and its arrows. This was the worst of them: the pop-up is a fixed-size box, so at a large text size the last week of the month was simply cut off
Accounts Payable/Receivable ▸ the 💵 / 🧾 symbol at the start of each row	re-drawn at the new size rather than stretched, so it stays sharp

You do not have to close and reopen the Calendar: change the size and it re-draws straight away, both inside TechieCRM and when the Calendar is run on its own.

Printed pages are deliberately left alone. Print calendar, Print call list and Print invoices/bills keep their designed 9pt and 10pt table text. A printed page should be sized for the page, not for how large you have set the text on screen.

Verified on macOS only. The sizing was proved by feeding the application a simulated non-default text size and measuring the real Calendar widgets. It has not been checked against a real Windows Accessibility ▸ Text size setting or a real Linux text-scaling factor.

Auto Dialer, Teleprompter and User ID Views are hidden, not shown-but-inactive (September 2026). Earlier printings of this manual listed these three as "present but not active"; they no longer appear on the tab at all, in either the standalone Calendar or the CRM's embedded Settings ▸ Calendar tab. Unlike Appearance above, these were not greyed out because they were not a case of "the control moved elsewhere" — no backend exists for a dialer or a teleprompter, and the User ID Views checkboxes were hardcoded developer names rather than real users, so leaving them visible (even disabled) had no honest state to show. The code is intact behind the scenes and will reappear here if/when those features are built.

Recurring meetings

In a new meeting, click the Recurring button (↻) to set the pattern — Daily (optionally skip weekends), Weekly (same weekday as the meeting), Day of month, Monthly (the same nth weekday, e.g. second Tuesday), Yearly — and the first/last date. The button's tooltip confirms the pattern; OK then creates one meeting per occurrence, all linked as a series, the way the source CRM stores recurring meetings (so the source CRM shows the same series). An existing series shows its settings read-only; delete it per occurrence or as a whole from the right-click menu. Up to 1,100 occurrences per series.

Whose calendar

The user selector on the calendar toolbar lists My Calendar (your own meetings and To-Dos), All users, and every user who owns meetings or To-Dos in the database. Pick one to view that calendar; the choice is remembered. Booking is always into the calendar of the meeting's owner as set in the dialog.

The ribbon reaches the same selector: View ▸ Options ▸ Other User's Calendar (and Tasks / Users ▾ ▸ Users…) opens a list of everyone the selector offers; choose one and the calendar switches to them, exactly as if you had used the toolbar. The choice is remembered the same way.

An empty user list. From the September 2026 update the selector tells the two empty answers apart. A database that carries no meetings or To-Dos simply offers nobody and says nothing; a list that could not be read — the connection dropped, or your sign-in isn't allowed to read the database catalogue — is recorded in the diagnostics log with the reason, so an empty selector is no longer silently mistaken for "nobody here owns a calendar". A database that has To-Dos but no meetings (or the other way round) now lists the owners it can see instead of coming back completely empty.

"All users" needs to know who you are (September 2026). If TechieCRM cannot identify your signed-in user id — see Private meetings for why that can happen — picking All users is refused outright, not just privacy-filtered: the selector is put back to My Calendar and a message explains why, naming the cause. This is on top of, not instead of, the private-meetings protection below — the two are independent checks and both apply regardless of which one you might expect to catch a given situation. Nothing changes for a normally signed-in user; once your id is recorded again (sign out and back in), All users is available again and your previous choice is remembered.

Users, Locations and Resources

Edit ▸ Legend ▸ Users, Locations and Resources opens a three-column window:

Users — everyone who can own a calendar entry. Read-only here; users are created in the Administrator.
Locations — the rooms and places the meeting dialog's Location list offers.
Resources — the equipment the meeting dialog's Resources list offers.

Add… and Remove under Locations and Resources maintain those two lists for the whole database (they are shared, not per-user), so a room you add here appears in every user's meeting dialog straight away. Both need permission to change records.

Free Time

View ▸ Availability ▸ Free Time finds the times a group of people are all free.

Tick the users to include (yours is ticked already).
Set the date range, the working hours to search inside, the shortest gap worth showing, and whether to skip weekends.
Find Free Time lists every open slot, longest first within each day.

Every meeting and all-day entry in each ticked user's calendar is counted as busy — including completed ones, because the question is whether the person was occupied. A meeting with no end time is counted as one hour. Searching does not change what the calendar behind the window is showing: whichever user you were viewing is restored when the search finishes. Ranges longer than 92 days are refused, to keep the search quick.

Free Time cannot see another user's Private meetings on the desktop, so their private time reads as free — see Private meetings.

Not to be confused with the Find Free Time week grid inside the meeting dialog (double-click From / Until), which picks a time for the meeting you are already writing. The ribbon's Free Time searches several people over a range of days and does not create anything.

Marking a meeting completed

Edit ▸ Manage Appointment ▸ Mark as Completed lists your meetings for the month either side of today. Tick the ones that happened and confirm; meetings already marked completed are shown greyed and cannot be ticked twice. If you have a meeting row selected on the To-Do list, that one is marked instead and the picker does not open. Needs permission to change records.

Private meetings

Tick Private in the meeting dialog to keep a meeting to yourself. On the desktop, another user's private meetings never show, whichever scope you pick — their time reads as free.

If TechieCRM cannot tell who you are, it hides every private meeting rather than none (September 2026). The privacy rule above is enforced by matching the meeting's owner against your signed-in user id. If that id has not been recorded — normally only possible if writing your sign-in to app_config.json fails, e.g. a full disk or a read-only install folder — All users used to fall back to showing every private meeting from every owner instead of none, because the rule had nothing to compare against. It now fails closed: an unresolved identity hides all private meetings for everyone, the same as if you had no permission to see any of them, rather than showing all of them. This does not change what a normally signed-in user sees.

A second, independent check refuses "All users" itself when your id is unresolved (September 2026). The hides-every-private-meeting rule just above still applies no matter what — it is the safety net. But with an unresolved id, All users is now also refused outright before that net is even needed: see Whose calendar. The two checks are deliberately kept separate, so a future change to one cannot silently remove the other's protection.

⚠ The web portal deliberately differs: there a colleague sees a grey Busy block in the slot with everything else hidden, so they can tell you are unavailable without being told why. See Private meetings on the web. The tick box is the same field on both surfaces, so a meeting marked private on either is private on both.

Printing the calendar

Right-click anywhere on the Monthly, Weekly or Daily grid and choose Print:

Item	What you get
Print Schedule…	The meetings in the period the view is showing — the whole month in Monthly, the week in Weekly, the day in Daily — grouped under a heading per day, each line reading time, subject and whose calendar it is on.
Monthly Calendar…	A picture of the grid you are looking at, scaled to fit the page in landscape.
Schedule Details…	The same list as Print Schedule…, with each meeting's Location and Notes printed underneath it.
Report…	A counted report: total meetings, a table of how many per day, a table of how many on each user's calendar, then the meetings themselves. This is the one item that includes To-Dos as well as meetings.

Each opens a print preview first, so you can check the pages — and save them as PDF — before printing. The 🖨️ button on the Monthly/Weekly/Daily toolbar prints the grid, the same as Monthly Calendar….

What is printed matches what is on screen: To-Dos are not drawn on the calendar grids, so they are not in Print Schedule… or Schedule Details… either (use Report…, or the Call List tab's own Print button). A period with nothing in it prints a page that says so rather than a blank sheet.

September 2026 — this used to crash. Every one of the four Print items raised an error the moment you confirmed the print dialog: they were written against the old local calendar file and referred to three things the calendar window does not have. Nothing was printed and the feature had never worked. It now reads the same meetings the grid is showing.

Not yet available

Editing the pattern of an existing recurring series (delete and re-create it); email invitations / iCal; drag-to-move or resize; per-user access rights beyond Private.

File ▸ Import… / Export… are switched off and say why: they were written for the old local calendar file, and your meetings are not stored there — they are in the TechieCRM database with the rest of your records. Exporting would produce an empty file and importing would put meetings somewhere the calendar never reads. To get a period's meetings out today, use right-click ▸ Print ▸ Print Schedule… and save the preview as PDF, or the Export button on the Call List and Payable/Receivable tabs.

Make Call / Receive Call (on the meeting right-click menu) say plainly that TechieCRM does not dial: there is no telephony integration in the product. To record a call, open the client entry and use Home ▸ Phone ▸ Make a Call / Receive a Call, which files a Phone Call note against the entry.

Peg Board (View ▸ Availability) is not built and will say so: a "who is in and who is out" board needs a place for each person to sign in and out, and neither the source CRM's database nor TechieCRM has one — it would be a new table, not just a new screen.

New-meeting default attendees: a meeting created from a client (Clients / Related right-click, Activities tab, Interactions) starts with that client entry and you (the creating user) as attendees; one created from a user's Activities tab starts with that user and you. Adjust the list before saving.

The web portal calendar

The web portal has its own month, week and day grid at Calendar in the sidebar (/calendar/grid/). It is built to feel like the desktop — same views, same click model — but it is a smaller product, and the honest list of what is missing is at the end of this section.

Opening the calendar

There are four ways in, and they all reach the same grid:

Where	What it opens
Calendar in the left sidebar	The view you were last on. If you have never chosen one, the workspace's Default Calendar View (Settings ▸ Preferences ▸ Calendar) decides — Month, Week or Day.
Ribbon ▸ View ▸ Monthly / Weekly / Daily	That view, on today's date. The ribbon does not carry the date you were looking at — use the calendar's own Month / Week / Day buttons to change view and keep the date.
Ribbon ▸ View ▸ Go to Today	The day view, on today.
The Calendar Control rail (right-hand edge)	Clicking a day in the rail's mini-calendar opens that day in the day grid. The rail's mini-calendar starts on the same weekday as the big grid — both follow Week Starts On.

The List view keeps the same four buttons — Month · Week · Day · List — so you can always get back to a grid from it, including on a narrow window where the ribbon is hidden.

If someone tells you the calendar is "just a list", check two things: whether they last clicked List (your own last choice always wins over the workspace default), and what Default Calendar View is set to for a colleague who has never chosen.

Month, week, day and list

Four buttons at the top right: Month · Week · Day · List.

Month — one cell per day. Each cell shows up to four meetings; a busier day shows "+N more", which opens that day. Days from the previous and next month are shaded lighter, weekends are shaded, and today is highlighted. A meeting that runs past midnight appears in both day cells.
Week and Day — a time grid with an hour gutter down the left. Hours outside the workspace's business hours are shaded. A red line marks the current time on today's column. Two meetings at the same time are drawn side by side at half width, so both stay readable. A strip above the grid holds all-day and multi-day meetings (up to three, then "+N"); it only appears when there is something to put in it. Note that meetings imported from the source CRM never carry an "all-day" mark — that system does not record one — so on an imported calendar the strip appears for meetings of a day or longer and not for anything that was merely booked as all-day.
List — the original date-sorted table, with search, a From/To range, a Period scope and pagination. It is the only view that pages through everything, so it is where a very busy range sends you.

◄ ► Today move a month, a week or a day depending on the view you are in. Every one of these is an ordinary link: the calendar works with JavaScript switched off, it just reloads the page instead of updating in place. The view you were last on is remembered and follows you to another computer.

On a phone or a narrow window the month grid becomes a compact grid of dots — one dot per meeting — and tapping a day opens that day. The week view falls back to the day view and says so once. The List view works at any width.

Booking from the grid

Click any empty space — a day cell in Month, a time slot in Week or Day — to open the meeting form with that date and time already filled in. Saving closes it and the grid updates.
Click a meeting to open it.
Right-click for Open · Add Meeting… · View Day · Print. Open and View Day are only available when you right-click on something; Print is not connected yet and says so.
Keyboard: arrow keys move between days, Enter opens the focused day, t jumps to today.

Whose meetings you see

The Whose meetings panel beside the calendar lists everyone in your workspace plus Unassigned / imported. Tick any combination — including unticking yourself. Your choice is remembered and follows you between computers. On a first visit you see your own meetings plus every imported one, so nothing looks missing on day one.

⚠ This filter changes what YOU see, not what others may see. Everyone who can open the Calendar module in your workspace can already see everyone's meetings, on this page, on the List and through the API. The filter is there to reduce noise. The one thing it is not is a privacy control — that is the Private tick box, below.

Private meetings on the web

Tick Private on a meeting and colleagues see a plain grey Busy block in that slot — same time, same length, same size on screen — with the subject, the notes, the location and the linked customer all hidden. They cannot open it, edit it or delete it. You still see and edit your own private meetings normally, and they are marked with a padlock.

The point is to keep personal appointments in the business calendar: colleagues can see you are unavailable between 10 and 11 without being told why.

This differs from the desktop on purpose. On the desktop another user's private meetings do not appear at all, so their time reads as free. On the web the slot is shown as busy. If you need a meeting to be invisible rather than opaque, do not put it in the shared calendar.

Two things to know:

A private meeting is not found by a colleague's search — searching the Calendar list for a word in a private meeting's subject returns nothing, so the hidden text cannot be guessed at one word at a time.
On a customer record's Interactions and Activities lists, a private meeting shows as Busy even to its own owner. That is a known rough edge rather than a decision; it does not affect the Calendar itself, and private meetings rarely have a customer attached.

Calendar settings (web)

Settings ▸ Preferences ▸ Calendar (workspace administrators). These are workspace-wide:

Setting	What it changes
Default Calendar View	Which view someone lands on before they have chosen one themselves. Their own last choice wins afterwards.
Show Weekends	Whether Saturday and Sunday are columns in the month and week grids.
Week Starts On	Which day is the first column.
Work Day Starts / Work Day Ends	Which hours are business hours; everything outside them is shaded in the week and day grids.
Time Slot Interval	How long one row of the week/day grid is — 10, 15, 20, 30 or 60 minutes.
Use 24-hour format	14:00 rather than 2:00 PM, everywhere on the calendar.

Your view and your Whose meetings ticks are personal, not workspace settings — they live with your account and follow you between devices.

Printing

Use your browser's Print (Ctrl/⌘ + P) on the month, week or day view. What comes out is the grid and nothing else:

the top bar, ribbon, sidebar, right-hand rail, footer and the Whose meetings panel are left out, as are the ◄ ► Today buttons and the view switcher — but the date heading is kept, so a printed sheet says which month or week it is;
meetings print as outlined blocks rather than filled ones, so they stay legible in black and white without asking the browser to print background colours;
the grid is widened to the full page and printed landscape, so a seven-column month fits across one sheet rather than being split;
a day cell with more meetings than fit on screen grows on paper instead of scrolling, so nothing is cropped off the bottom.

There is no separate "print this range" dialog, and the right-click menu's Print item is not connected yet — use the browser's own Print.

Not yet available on the web

Attendees and RSVP · recurring series (a recurring meeting created in the source CRM shows correctly, because that system stores every occurrence as its own meeting — but you cannot create or edit a pattern here) · alarms and snooze · priorities · Location and Resources pickers · Products/Services and Categories · rich-text meeting notes · the desktop's full Call List and Accounts Payable/Receivable views (the right-hand rail shows a summary of both) · drag-to-move or resize a meeting · holiday shading · attaching a customer from the Calendar side · a per-workspace time zone — every workspace currently renders in the platform's time zone (Pacific), which is wrong for a workspace in another region and is being addressed separately.

A very busy range (more than 2,000 meetings visible at once) shows a banner saying so and points you at the List view, which pages through all of them.

← The cloud connection: license, sync, backups, updates

To-Do →