Time / Calendar and appointment list

CRM calendar: meetings, appointments and team schedules

Track meetings and CRM events in their own contexts through calendar, appointment and eligible profile settings tabs.

PRODUCT VIEW

See how it works.

Use the Calendar screen to review dates, appointments and booking settings once the required user profile is configured. CRM events load without a booking profile, while availability and reservation features require one. The screen provides tools for manual appointments, existing contact suggestions, new time proposals and cancellations.

Hubz.Workspace / Calendar viewDK

EXPLORE THE PRODUCT

Calendar view

Sample view

Sample weekIstanbul · UTC+3

Mon12

10:00Open the right viewSample record

Tue13

Wed14

14:30Inspect the record contextSample record

Thu15

Fri16

16:00Complete the relevant actionSample record

01Open the right view

02Inspect the record context

03Complete the relevant action

Interface illustration using sample data. The layout is simplified to explain the relevant feature.

FROM NEED TO OUTCOME

Where this helps.

Every date is not an appointment. Treating an important date, customer meeting and availability rule as the same thing makes planning harder.

WHAT YOU CAN WORK TOWARDS

Use the right tool for each date and keep event tracking separate from appointment setup.

STEP BY STEP

How to use it.

01
Open the right view
Choose the relevant work type through the calendar or appointments tab.
02
Inspect the record context
Review the CRM event or an appointment's participants, date and meeting type.
03
Complete the relevant action
With suitable setup, create a manual appointment, propose a new time or cancel with clear supporting information.

INSIDE THE MODULE

Inspect available invitation and appointment information in the meeting's context.

IN EVERYDAY WORK

What it looks like in practice.

Consultant

A meeting change needs both an explanation to the customer and an alternative time.

Manage the cancellation or time proposal alongside its record.

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

KNOW WHAT IS INCLUDED

Plans, permissions and limits.

Calendar tools are included in every plan. External Google Workspace connections are included in Professional and Business.

Availability requires a user profile with actual working hours configured.

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YOUR QUESTIONS

About this feature.

01Is the entire calendar unavailable without a profile?

CRM events load separately from the relevant user profile. Appointment and availability operations require profile setup.

02Can I edit the cancellation message?

The current cancellation flow includes reason, message, notification and follow-up fields. Available actions depend on the record's status.

RELATED WORKFLOW GUIDES

You may also need these features.

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.

MODULES THAT WORK TOGETHER

Explore related modules.

Tasks and Kanban

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

Calendar and appointments

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

Integrations

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