Overview
The Calendar page manages your calendar connection, booking links, and (for staff) client booking instructions. It has two tabs. Your Calendar, visible to everyone, lets you connect a Google or Microsoft 365 calendar, reconnect or disconnect it, and create and share booking links so prospects book into your real availability. A tips card at the top of the tab walks through the three-step flow: connect your calendar, create a booking link, and share it with prospects or paste it into meeting instructions. Meeting Instructions, visible to staff only, shows a read-only view of the selected client's calendar setup and lets you edit the default booking instructions SDRs follow when scheduling meetings for that client. A tips card at the top of that tab explains how the instructions work, that they apply to all campaigns unless overridden, and that client users connect their own calendars on the Your Calendar tab. The Scheduling page now redirects here; everything that was on Scheduling is now the Your Calendar tab.
How to use this page
Switch between the two tabs
Two tabs sit at the top of the page. Your Calendar (calendar icon) is visible to everyone and manages your own calendar connection and booking links. Meeting Instructions (calendar-clock icon) is visible to staff only and shows the selected client's calendar setup plus the default booking instructions editor. Click a tab to switch. Client users see only the Your Calendar tab.
Connect your calendar
On the Your Calendar tab, a tips card at the top of the page explains how the page works in three steps: connect your calendar, create a booking link below, and share it with prospects or paste it into meeting instructions. The Your calendar card shows whether a calendar is connected. If nothing is connected, click Connect Google Calendar or Connect Microsoft 365 to start the OAuth flow. You will be redirected to the provider, then back to this page with a success banner confirming your calendar is connected. Staff members see a note that the built-in SalesHive calendar already works for booking; connect an external calendar only if you want bookings to land on a different Google or Microsoft account. If an admin has not configured OAuth credentials for a provider, that connect button is disabled and a message explains the setup is needed.
Reconnect or disconnect your calendar
When a calendar is connected, the card shows the provider name, a Connected status pill (or a Reconnect needed pill if the authorization lapsed), and the connected email. Click Reconnect to re-authorize through the same provider. Click Disconnect to remove the stored access; a confirmation dialog asks you to confirm before the connection is removed. After disconnecting, your booking page stops checking your real availability until you reconnect.
Manage your booking links
The Your booking links card on the Your Calendar tab lets you create a booking link, set your meeting length, availability windows, and buffer. Share the link publicly so anyone can book an open time on your connected calendar.
Review the client calendar setup (staff only)
On the Meeting Instructions tab, the Client Calendar Setup section lists each client user linked to the selected deal. For each user, it shows their name, connected email, a status indicator (Connected, Reconnect needed, or Not connected) with the provider, the last validated date when available, and their booking links (name, full /book/<slug> URL, duration, and timezone). If no client users are linked, it says so. When a client user has not connected a calendar, a callout box with a calendar-x icon appears: the label reads "Calendar not connected" and the text says to ask that person to open their Calendar page and connect under the Your Calendar tab, noting that booking links won't show live availability until they do. This is read-only; a client must connect their own calendar and create booking links from their own Your Calendar tab.
Edit default booking instructions (staff only)
On the Meeting Instructions tab, below the client calendar setup, the Default Booking Instructions editor lets you enter guidance for SDRs on how to book meetings for this client. A tips card at the top of the tab explains how to use the page: write the default booking instructions SDRs follow (include a booking link, time zone, and any special notes), the instructions apply to all campaigns on this deal unless overridden at the campaign level, client users connect their own calendar on the Your Calendar tab, and the Client Calendar Setup section below shows which client users have connected and what booking links they have created. Use the rich text editor to format the text, including links to booking pages.
Save booking instructions
Click Save to store the booking instructions. A Saved indicator confirms it was stored. If the save fails, an error message appears.
What the buttons do
- Your Calendar tab
- The first tab, visible to everyone. Contains your calendar connection (connect, reconnect, disconnect) and your booking links. A tips card at the top walks through the three-step flow: connect, create a booking link, and share it.
- Meeting Instructions tab
- The second tab, visible to staff only. Contains the read-only Client Calendar Setup section and the Default Booking Instructions editor for the selected client. A tips card at the top explains how the instructions work and how client users connect their own calendars.
- Connect Google Calendar
- Starts the Google OAuth flow to connect your Google Calendar. Disabled if Google OAuth is not configured by an admin.
- Connect Microsoft 365
- Starts the Microsoft OAuth flow to connect your Microsoft 365 calendar. Disabled if Microsoft OAuth is not configured by an admin.
- Reconnect
- Re-authorizes your calendar connection through the same provider. Use this when the status shows Reconnect needed.
- Disconnect
- Removes the stored calendar access for the connected account. A confirmation dialog asks you to confirm. Your booking page stops checking your real availability until you reconnect.
- Your booking links
- A card on the Your Calendar tab for creating and managing booking links. Set meeting length, availability windows, and buffer, then share the link publicly.
- Client Calendar Setup
- Read-only section on the Meeting Instructions tab (staff only). Shows each client user's calendar connection status, provider, connected email, last validated date, and their booking links. When a client user has not connected, a callout box with a calendar-x icon displays "Calendar not connected" and a note to ask that person to connect from their own Your Calendar tab. A client must connect their calendar and create links from their own Your Calendar tab.
- Default Booking Instructions
- A rich text editor on the Meeting Instructions tab (staff only) for entering default booking guidance for the selected client. Applies to all campaigns unless overridden.
- Save
- Stores the default booking instructions. A Saved indicator confirms it was stored.