Overview

The Calendar View in Calendar Pro provides an intuitive way to visualize and manage events and follow-ups. This feature offers a structured calendar interface to track events, resolve scheduling conflicts, and streamline event management. You can navigate between different views (Day, Week, or Month), apply filters, and monitor event status in real time.

Plan & Permissions

• Permissions Required: You must have access to Calendar Pro Events to view and manage calendar events.
  

Core Functionalities

Navigating to Calendar View

1. Log in to your account and navigate to the Calendar Pro Events page.

2. Click on the calendar icon on the right to switch to the Calendar View.

3. By default, the calendar opens on the current date view.

Changing the Date or View

• Switch Date: Use the arrow icons to navigate to past or future dates.

• Change View: Select Day, Week, or Month to customize your calendar view.

• Pick a Specific Date: Click on the calendar icon to jump to a selected date.

Identifying Event Statuses

• Events are displayed as color-coded blocks to indicate their status.

• Helps you quickly recognize available slots and scheduling conflicts.

Viewing and Managing Events

Click on any event to open a pop-up displaying:

• Subject

• Event Status

• Lead Name

• Start and End Dates

• Action buttons: View Event, Edit Event, Mark as Complete, Cancel Event, Delete Event
  

Utilizing Filters

• Use Quick Filters to refine the displayed events.

• Advanced Filters allow filtering by:

• Users (if you have permission to view other users' events).

• Lead Origin or Date Range.

Monitoring Event Status Summary

• Located at the top right, displaying counts for:

• Upcoming Events

• Overdue Events

• Completed Events

Benefits of the Functionalities

• Efficient Event Management: Prevents scheduling conflicts with color-coded event blocks.

• Enhanced Productivity: Quickly view, edit, or manage events without navigating multiple pages.

• Customizable Views & Filters: Adjust event visibility based on specific users or date ranges.

• Real-Time Monitoring: Track event status to ensure timely follow-ups and task completion.

• User-Friendly Interface: Seamless navigation between dates, views, and events.

Points to Keep in Mind

• If you have the necessary permissions, you can view events for other users. By default, the calendar displays your events, but you can filter by others if allowed. 

• Overlapping events are highlighted if enabled. Adjust timings by editing the event directly from the pop-up, where you can update the subject, status, dates, and other details via the "Edit Event" button.

Conclusion

The Calendar View in Calendar Pro provides a structured and efficient way to manage events and follow-ups. With intuitive navigation, advanced filters, and real-time tracking, it ensures you stay on top of their schedules effortlessly.