Calendar Page Overview

View appointments, set up single and recurring client appointments, edit appointments

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 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.

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.

Note: This calendar view is private and for your eyes only. This is NOT the calendar that your clients see.

On the Calendar Page, you'll see:

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. Manage Your Calendar

Under Manage Calendar, click Appointment & Calendar Settings to adjust your calendar preferences.

Choose How External Events Appear

Use the External events dropdown to choose how events from your connected external calendar appear in CoachVantage:

Hide from calendar: Hide external events from your CoachVantage calendar.
Show on calendar: Display external events without showing their details.
Show event details: Display external events with details such as invitees, description, and location.

Manage External Calendar Sync Settings

For additional control, go to Settings → Integrations. You can now turn off either of these options:

Check calendar for conflicts: Turn this off if you don’t want external calendar events to block your availability in CoachVantage.
Pull events to CoachVantage calendar: Turn this off to stop importing events from your connected external calendar.

These settings let you choose how external events appear on your calendar and whether they affect your booking availability.

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 button menu would allow you to View Details, Edit or Cancel your appointment.