Day and week
Work with time slots when you need to plan a meeting or reserve time for a task.
What is a CRM calendar?
A CRM calendar connects scheduled work with the people involved. In My Contacts Cloud, create an event, choose its date and time, add contacts as participants and keep event documents and meeting details with the appointment.
| Element | Its role |
|---|---|
| Calendar event | Reserves a date or time for a meeting, visit or task. |
| Interaction | Records a conversation, its outcome and any pending action. |
| Follow-up reminder | Sets a date for an interaction’s next action so you can find it in the reminders list. |
Choose the view that fits your day
Month and agenda
Use the month for an overview or the agenda for a list of scheduled events.
Move or resize an event
Drag an event to another slot, or edit its dates and times. Compatible views also let you adjust its duration.
Adjust the calendar
Set the visible hours, time slots and weekend display. Use the calendar’s print option when you need a printed copy.
Create a client meeting step by step
Choose a date and time
Open the relevant calendar view and select a date or time slot. Set the start and end of the event.
Describe the meeting
Add a title, objective and location. For example: Proposal review — Example Studio, with an hour to discuss the revised scope.
Add participants
Select the relevant contacts and check the participant list. In this example, Alex Morgan will attend the proposal review.
Prepare the meeting details
Save the event. Add documents in the event’s document area and enter the supported details for an existing online meeting if needed.
Check changes before the meeting
If the time changes, move the event or edit it. Review the new date, duration and participants before continuing.
Keep the information you need for the meeting
Documents for contacts and events are managed in their respective document areas. Add a proposal to the event if you need it for that meeting, and check the contact’s documents separately for other files relating to the client.
For online meetings, store the supported provider details and use the corresponding access button. Meet and Zoom open their meeting links; Teams opens Microsoft’s page for joining a meeting, where you may need the meeting ID and passcode.
After the meeting: record the result and next action
After the proposal review, open Alex’s interactions and record the outcome: the scope is agreed, but a revised proposal still needs to be sent. Choose the pending action, add the relevant notes and set its reminder date.
Check the reminders list when planning your follow-up. After sending the revised proposal, record the outcome in a new interaction. Update the next action, or remove the reminder if there is nothing more to do.
Prepare a meeting in a worksheet
The free meetings worksheet helps you prepare participants, times, location, objectives and documents before entering the event. It contains fictional examples and works independently of the CRM; it does not import calendar events.
Plan meetings and appointments with a template and My Contacts Cloud · English · 03:22
Frequently asked questions
How is a calendar event different from a reminder?
An event reserves a date or time for scheduled work. A follow-up reminder belongs to an interaction and records when to take its next action.
Can I add contacts as meeting participants?
Yes. Add them from Contacts and review the event’s participant list. This does not automatically send an external calendar invitation.
Can I reschedule a meeting?
Yes. Move it in the calendar or edit its dates and times. Compatible views also allow duration changes.
Can I open an online meeting from an event?
Yes. Save the supported details of an existing meeting and use its access button. How you join depends on the provider.
Does an event automatically create follow-up?
No. After the meeting, record the outcome in an interaction and add the next action and reminder when needed.
Can the free CSV worksheet import meetings?
No. It is an independent worksheet for preparing meetings. Create the events in the app.
Try it with your own contacts
Try My Contacts Cloud for 10 days with all features included. No credit card required.