My Calendar

Using My Calendar

* Appointments available only for Thrive & Pinnacle plan

My Calendar shows you an overview of your scheduled Appointments, Events, and due Tasks. For Contacts, it gives you the ability to schedule an Appointment with a Staff Member.

CLICK HERE to learn how to schedule an Appointment

You can access My Calendar by navigating to Calendar > My Calendar.

My Calendar shows your scheduled Tasks, Events and Appointments.

You can see at a glance the current status of your Appointments with color-coded icons. The status of Appointments will automatically update when their Time Slot occurs.

Both the appointer and appointee will be able to view the  Appointment on the their respective Calendars, and have the option to Cancel it.

Tasks

You can see an overview of scheduled Tasks. You can quickly add a Task to the Calendar by clicking on a date.

Clicking on a Task will allow you to edit it. Tasks need to be marked as "Complete" to be removed from My Calendar.

CLICK HERE to learn more about Tasks

Events

Any Events you have scheduled will appear on My Calendar. You an click on an Event to edit it.

CLICK HERE to learn about Events

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