Calendars in CoreBridge provide a shared, centralized view designed for team collaboration and streamlined scheduling. With this feature, you are able to coordinate tasks, manage resources, track key deadlines, and stay aligned across departments, ensuring everyone is on the same page and working efficiently.
Important Information
- Multiple Calendars can be viewed together using the Scheduling Feature.
- This can be managed in Sales / Scheduling.
- For more information on the Scheduling Feature, please see Scheduling Overview.
Table of Contents
Calendars Overview
To locate a Calendar, navigate to My Profile / Calendars.
1. Click into a calendar to view details and add events.
a. The dropdown allows you to switch which calendar you would are to viewing.
b. Clicking the Green Plus button allows you to add an event to the calendar.
Note: A pop-up will appear where you can enter the necessary information. See below for more information.
c. The arrows adjust the schedule forward or backward. The amount of time the view shifts depends on the option you’ve selected on the right (month, week, day, etc.)
d. This button resets the view to the current day.
e. This heart will designate this calendar as a favorite and will be visible on the previous screen.
f. Here you can select how the calendar is displayed, with options for month, week, day, or list views.
Related Articles
Adding Calendar Categories During Event Creation
Adding Calendar Categories in Settings
Adding Events from a Linked Calendar
Linking Estimates/Orders in Calendars