Hubz.

Time / Planning, availability and events

CRM calendar, appointments and event planning

Connect meetings, events and appropriately configured appointments to the team’s daily work.

PRODUCT VIEW

See how it works.

The next customer interaction often depends on a date. Hubz calendar and event screens help make those dates part of daily work. Appointment and availability tools are activated with the relevant user profile and calendar connection, so a planned meeting does not remain disconnected from CRM context.

Hubz.Workspace / Calendar and appointmentsDK
EXPLORE THE PRODUCT

Calendar and appointments

Sample view
Sample weekIstanbul · UTC+3

Mon12

10:00Establish the planning setupSample record

Tue13

Wed14

14:30Connect time to the relationshipSample record

Thu15

Fri16

16:00Keep the calendar currentSample record
01Establish the planning setup
02Connect time to the relationship
03Keep the calendar current
Interface illustration using sample data. The layout is simplified to explain the relevant feature.

DETAILED FEATURE GUIDES

Explore the features in this module.

Calendar viewTrack meetings and CRM events in their own contexts through calendar, appointment and eligible profile settings tabs.Events and important datesOrganize public holidays, industry, company and operational dates with importance, preparation time, recurrence and communication needs.Booking and availabilityShow suitable slots using weekly availability, time zone and notice rules, then accept customer bookings through the relevant profile.Google Calendar connectionManage the relationship between appointment creation, updates and cancellation and the associated calendar event with appropriate Google permissions.

FROM NEED TO OUTCOME

Where this helps.

When the meeting date is in one place, customer notes elsewhere and preparation in another list, it is hard to follow the whole conversation. Availability sharing also needs the correct profile and connection.

WHAT YOU CAN WORK TOWARDS

See upcoming meetings and events, keeping preparation time and the next customer action within the same workflow.

STEP BY STEP

How to use it.

  1. 01

    Establish the planning setup

    Identify the team’s calendar and event requirements. For appointments, prepare the relevant user profile and required calendar connection.

  2. 02

    Connect time to the relationship

    Review meeting and follow-up dates alongside daily work. Support preparation and subsequent actions with visible tasks.

  3. 03

    Keep the calendar current

    Manage changed meetings and events through their relevant processes. Match availability and appointment settings to actual working arrangements.

INSIDE THE MODULE

What can you do?

FOCUS 01⊙
Calendar and appointments
Mon12Tue13Wed14Thu15Fri16
Establish the planning setup

Calendar view

Review planned work and upcoming dates in calendar context. Give the team a time-based view alongside its to-do lists.

FOCUS 02▤
Calendar and appointments
Mon12Tue13Wed14Thu15Fri16
Connect time to the relationship

Appointment profiles

Configure a user’s profile for availability and appointment tools. Use the appropriate workflow once profile and connection requirements are complete.

FOCUS 03↗
Calendar and appointments
Mon12Tue13Wed14Thu15Fri16
Keep the calendar current

Event tracking

Plan events and special dates in an organized structure. Tracking a special date does not require creating an arbitrary appointment profile for someone.

FOCUS 04◇
Calendar and appointments
Mon12Tue13Wed14Thu15Fri16
Establish the planning setup

Google Calendar connection

Connect Google Workspace with the relevant plan and user permissions. The external service’s access scope and usage terms apply.

FOCUS 05⌁
Calendar and appointments
Mon12Tue13Wed14Thu15Fri16
Connect time to the relationship

Preparation and follow-up tasks

Support meeting preparation and later follow-up with tasks. A date in the calendar alone does not mean the work is completed.

IN EVERYDAY WORK

What it looks like in practice.

Consulting team

Meeting preparation must be tracked while sharing suitable appointment times with customers.

Configure appointment profiles and tasks together to plan both before and after the meeting.

Communications team

The team regularly follows special dates and customer events.

Make event records visible in the work plan without requiring separate appointment setup.

Scenarios are illustrative; they are not customer testimonials or measured performance claims.

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Calendar, event and appointment tools are included in all plans. Availability requires a user profile; external Google Workspace connections are part of Professional and Business.

  • A user’s working days and hours are not guessed; configure actual working arrangements.
  • External calendar permissions and connection conditions depend on the provider.
Compare plans

YOUR QUESTIONS

About this feature.

01Do special dates require an appointment profile?

No. Event and special-date planning are separate from booking through availability. An appointment profile is configured for the relevant user’s actual booking and availability needs.

02Which plans include Google Calendar connections?

Google Workspace connections are included in Professional and Business. The calendar screen and authorization of an external calendar account are separate steps.

03What is needed to set up appointments?

Review the user profile, actual working hours and required calendar connection. Clarify availability together instead of assuming days or hours on someone’s behalf.

MODULES THAT WORK TOGETHER

Explore related modules.

01

Customer relationships

Keep contact details, company relationships and past conversations in one shared record.

02

Tasks and Kanban

Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.

03

Integrations

Set up email, calendar, task-file and approved communication connections with the correct account, permissions and action scope.