Calendar, bookings and tasks guide

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Book an appointment

Appointments sit on one of your calendars and can be linked to a contact.

1
Start a booking
Choose Book Appointment on the calendar, click a free time slot, or use + → Appointment on mobile.
CalendarBook Appointment
2
Add the details
Enter a title, pick the calendar, date and time, and add the contact. Add a description, private notes your attendees can't see, and attachments if needed.
3
Track the response
Filter appointments by calendar and status, and search to find one quickly.

A booking calendar lets customers pick a time themselves from your availability.

1
Create a booking calendar
Choose Create a calendar, then set its booking details: slot duration, buffer times between appointments and weekly availability.
CalendarCreate Booking Calendar
2
Choose notifications
Turn on email notifications so you hear about new bookings.
3
Share the link
Use Copy booking link or Share booking link and send it to customers. Their bookings appear on the calendar.

Link Google Calendar so your appointments and Google events stay in step.

1
Open calendar integrations
Go to Settings → Calendar integrations.
SettingsCalendar integrations
2
Link Google Calendar
Select Link Google Calendar, sign in with Google and allow access, then choose which Google calendar to use.

Outlook Calendar

Outlook Calendar is listed in settings but may not be available for your workspace yet.

Task boards show work as cards moving through stages, such as To do, In progress and Done.

Create a board for each area of work, for example Sales follow-ups or Customer success.
Add stages to a board and drag cards between them as work progresses.
Double-click a board name to rename it. Deleting a board removes all its tasks and stages.
Switch to the list view to scan many tasks at once.
Tasks can also be created from a contact, company or deal, and by the AI assistant.

Open a task to add everything the person doing it needs.