Calendar
Keep customer appointments and team follow-up on a clear schedule, then turn availability into bookable time.
In the CRM: Calendar → Calendar
Know what is happening and when
Calendar brings your scheduled appointments, tasks and events into one place. A salesperson can see the next customer call, a service business can plan consultations, and a manager can check shared work before promising a time to a customer.
Start with the date and calendar source, then narrow the view by status, contact type or contact. All Events combines the items available to you; the source controls also let you switch between your own and shared work.
- Month gives you the broader picture. Week and Day help you plan a busy schedule.
- Calendar shows the date grid; List helps you scan the scheduled items.
- Use the previous and next arrows to move through dates.
- Open an item to review its customer, owner, time and outcome. Clear filters if an expected item is missing.
Add a customer appointment or follow-up
Use a specific title, such as “Service consultation — kitchen project,” so your team can understand the purpose without opening every item.
- Select Add Event, then choose the activity you want, such as an appointment, task or event.
- Choose the customer or lead and enter a clear title and description. Include the details the person handling the appointment will need.
- Set the start and end date and time, or use the duration control. Check the time zone on your computer and the business calendar settings.
- Choose the status, priority and any repeat or reminder options you need. Review the people who should have access.
- Save, then find the item on the calendar and open it to confirm the customer and scheduled time.
Set the hours customers can book
Business Hours tells the calendar when you are available. Set this before sharing a booking link or asking an AI agent to book appointments. Choose a city-based time zone, such as Los Angeles, so the schedule follows the place where your business operates.
- Open Business Hours from the calendar toolbar.
- Choose your time zone and the days your business is available. Enter opening and closing times for those days.
- Save the schedule and check how the days appear on the calendar.
- Open your customer booking page and check that it offers the intended times. Make a test appointment to confirm the result in Mango9.
Calendar availability, telephone opening hours and Live Chat opening hours have separate settings. Set each one to match how that part of your business should operate.
Keep the schedule useful as plans change
- Open the existing item to update its details instead of creating another copy of the same appointment.
- Dragging or resizing an editable calendar item changes its scheduled time. Reopen it afterward to check the result.
- Review overlapping appointments before offering a new time. Calendar markings help you spot conflicts; check the people and resources needed for the appointment as well.
- Update the status after the visit or call so the next person knows whether it is confirmed, completed or needs follow-up.
- Use User Calendar when you want to check a teammate’s schedule, and Tasks & Events when you want to work through the follow-up list.