When to use
Use the Calendar to schedule meetings and demos with customers, track each person’s workload and check what is scheduled for the day.Views
The calendar has four modes, chosen with the buttons at the top, in addition to Today and the arrows to navigate:
On small screens, tapping a day in month mode opens the day view. The calendar also lets you filter what appears, for example by person.
If your account uses social media posts and you have access to them, scheduled and published posts appear in the calendar in their own colors, and there is an Only posts filter. See Social posts.
Create an event
1
Open the form
In the Calendar, click New Event.
2
Fill in the details
Enter Title and Start. The other fields are optional (see the table below).
3
Save
Confirm. The event appears in the calendar. With Google Calendar connected, it is also sent to Google.
Events created by Notfy appear with the prefix “Notfy - ” in the title.
Edit, complete and delete
Click an event to open its details. There you can:- Edit the event data.
- Complete event, to mark it as done, and reopen it later if needed.
- Delete the event. With Google Calendar connected, the event is also removed from there; if removal on Google fails, the event is kept so it does not go out of sync.
Sync with Google Calendar
When the integration is connected, the Sync button appears at the top of the Calendar. Click it to update the events with Google. Setup is done in Google Calendar.Schedules and scheduling by the AI
In General Settings, in the AI tab, the Calendar section defines how the AI schedules meetings in conversations:This section does not appear in accounts in the service (support) segment.
Frequently asked questions
Who sees my events?
Who sees my events?
It depends on the Visibility: Visible to the team shows it to everyone; Only me and guests limits it to you and the chosen participants.
See also
Google Calendar
Connect and sync your Google account.
Scheduling Report
Export the period’s events.
Pipeline
Follow the deal linked to the appointment.
General settings
Adjust the AI scheduling rules.