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Introduction to Calendars

The Calendars feature in SMBcrm helps you manage appointments, schedule meetings, and let clients book time with you automatically.

Overview​

SMBcrm Calendars provides a complete scheduling solution that integrates with your existing calendars and allows clients to self-book appointments.

Key Features​

Calendar Types​

  • Personal Calendars - Your individual appointment calendar
  • Team Calendars - Shared calendars for team scheduling
  • Round Robin - Automatically distribute appointments among team members
  • Class/Event Bookings - Schedule group events and classes

Booking Features​

  • Online Booking Pages - Let clients book appointments 24/7
  • Availability Settings - Control when you are available for bookings
  • Buffer Times - Add time between appointments
  • Appointment Types - Create different meeting types with custom durations
  • Payment Collection - Collect payment at the time of booking

Integrations​

Sync with external calendars:

  • Google Calendar
  • Outlook Calendar
  • iCal

Setting Up Your Calendar​

  1. Go to Calendars in the left sidebar
  2. Click Create Calendar or edit existing settings
  3. Set your availability hours
  4. Create appointment types
  5. Share your booking link with clients

Next Steps​