Before you begin
Schedule vs calendar URL
Always say Schedule in help and training. Both names refer to the same page.
- Connect Google Calendar, Outlook, or Calendly under Integrations
- The sidebar label is **Schedule**; the address bar shows /dashboard/calendar
Open Schedule
Click **Schedule** in the sidebar (/dashboard/calendar).
Views
- Week and month calendar for meetings
- All items — tasks, meetings, and mixed work (/dashboard/calendar?view=all)
- Create meetings or tasks from the + menu
Meeting detail
- Open a meeting for notes, attendees, and recording summary when available
- Meetings booked from leads appear on the lead timeline
Common issues
- Calendar empty — reconnect integration and confirm calendar selection
- Wrong timezone — fix in Profile or company settings