The Calendar module in Cloven CRM helps users manage meetings, appointments, and schedules in one centralized location.

Using the Calendar, you can:

• View your schedule by day, week, or month
• Create and manage meetings
• View user and group calendars
• Import and export calendar events
• Schedule online meetings using supported video conferencing platforms

Accessing the Calendar

Open the Calendar module within Cloven CRM to view and manage your scheduled activities.

The Calendar provides a complete overview of upcoming meetings, appointments, and team availability.

Calendar Views

The Calendar offers multiple viewing options to help you manage your schedule.

Day View

Displays all meetings and activities scheduled for a specific day.

Week View

Displays meetings and activities scheduled throughout the week.

Month View

Displays activities and appointments across the entire month.

You can switch between views at any time depending on your scheduling needs.

Additional Calendar Options

The Calendar includes additional configuration options such as:

• Creating User Views
• Creating Group Views
• Managing shared calendar visibility
• Viewing multiple calendars simultaneously

Available options may vary depending on user permissions.

Importing and Exporting Events

Calendar events can be imported from or exported to connected calendar systems.

This functionality helps users:

• Keep schedules synchronized
• Manage events across multiple platforms
• Reduce duplicate scheduling efforts

Creating a Meeting from the Calendar

You can also create a meeting directly from the Calendar view.

1. Select the desired date and time.
2. Click New Meeting.
3. Enter the meeting information.
4. Click Save.

The meeting will automatically be added to your calendar.

Scheduling Online Meetings

When creating a meeting, you can choose to hold it online.

1. Open the meeting form.
2. Change the meeting venue or location to Online.
3. Select the desired video conferencing platform.
4. Save the meeting.

The meeting will be configured using the selected platform.

Managing Meeting Details

When creating or editing a meeting, you can update information such as:

• Meeting Title
• Date and Time
• Participants
• Description
• Meeting Type
• Meeting Location
• Online Conferencing Platform

Common Use Cases

Schedule a Client Meeting

Create a meeting and invite clients or team members directly from the Calendar.

Review Upcoming Activities

Use Day, Week, or Month view to monitor upcoming appointments and meetings.

Coordinate Team Schedules

View user and group calendars to identify availability and avoid scheduling conflicts.

Manage Virtual Meetings

Create online meetings and select the preferred conferencing platform.

Video for reference: 

If you have any questions about this article, reach out to support@bluroot.ca