Calendar Page Overview
CoachVantage allows you to connect (or link) with your external Calendar such as iCloud, Google Calendar, Office365, Exchange, and Outlook.
You can connect to one primary external calendar of your choice, and hen select the desired sub-calendars belonging to the primary account that you wish to sync with CoachVantage.
Refer to Connecting your External Calendar article for more details.
Once you've connected CoachVantage with your external calendar and if you have enabled two-way sync in the Integrations setting, any appointment created in CoachVantage will sync with your external calendar and vice versa.
Events from your external calendar will show up in your CoachVantage calendar as 'free' or 'busy' events, depending on how these events are created in your external calendar.
The Calendar page in your CoachVantage account lets you view all appointments in a calendar view (by month, week or day). You can also create new appointments from the Calendar page with any contact in your CoachVantage account.
To get to the Calendar Page, click "Calendar" on the left menu.
On the Calendar Page, you'll see:
CoachVantage allows you to connect (or link) with your external Calendar such as iCloud, Google Calendar, Office365, Exchange, and Outlook.
You can connect to one primary external calendar of your choice, and then select the desired sub-calendars belonging to the primary account that you wish to sync with CoachVantage.
Refer to Connecting your External Calendar article for more details.
Once you've connected CoachVantage with your external calendar and if you have enabled two-way sync in the Integrations setting, any appointment created in CoachVantage will sync with your external calendar and vice versa.
Events from your external calendar will show up in your CoachVantage calendar as 'free' or 'busy' events, depending on how these events are created in your external calendar.
The Calendar page in your CoachVantage account lets you view all appointments in a calendar view (by month, week or day). You can also create new appointments from the Calendar page with any contact in your CoachVantage account.
To get to the Calendar Page, click "Calendar" on the left menu.
On the Calendar Page, you'll see:
- Appointments
- External Events
- Appointment & Calendar Settings (hyperlink)
- Calendar View
- Upcoming Appointments
1. Appointments
Appointments that you have created in CoachVantage display the meeting time and the name of the contact that you're meeting with. Click here to learn how to create a new appointment.
If you click the appointment, it will open up details of the appointment. The appointment details would show Name of Coaching Engagement, Client, Date&Time, Location and Email.
To edit details of your appointment, select the pencil icon.
Cancel an Appointment
Clicking on the trash icon, would trigger a pop-up window asking for confirmation to cancel your appointment.
If you choose to leave a reason for cancellation, it will be included in the cancellation email notification that is sent to clients.
If you have bookings from Events or Coaching Programs, the color code of the event or coaching program will appear on the calendar event snippet.
2. External Events
Events from your external calendar are displayed on your CoachVantage calendar as 'External Cal - Free' or 'External Cal - Busy', with the time of the appointment shown.
CoachVantage does not display the details of your external calendar events such as the appointment title, who you are meeting or where.
Tip: When you have an 'External Cal - Busy' event, CoachVantage will ensure that this time slot does not appear on your booking page so clients will not be able to book that slot, thus preventing any double-bookings from occurring. (CoachVantage does not block the 'External Cal - Free' slots from appearing on your booking page).
3. Appointment & Calendar Hyperlink
Clicking on this button would redirect you to the Appointment and Calendar Page in your Settings.
Refer to these articles below for more details:
4. Calendar View
The calendar can be switched to a Month, Week or Day view.
Day
Week
Month
Select Today to bring you back to today's date on the calendar.
5. Upcoming Appointments
Upcoming Appointments display your appointments for 'Today' and 'Tomorrow' so you have a quick view of your immediate upcoming appointments.
Clicking on the 3-dot menu would allow you to View Details, Edit or Cancel your appointment.
