Calendar

Overview

The Calendar page lets you connect Google Calendar or Microsoft 365 and manage public booking links under Your Calendar. Staff also have Meeting Instructions for client booking guidance and Booking calendars for the calendars campaign agents use. The public booking page automatically uses a clear host-and-company headline. For ordinary booking links, Meeting Title controls the calendar invitation and can use {name} for the booked guest. The public SalesHive sales funnel is a separate exception and keeps a fixed company-first event title such as Company Name // SalesHive. Unsupported or malformed placeholders fall back to a safe invitation title instead of appearing raw to a prospect. Meeting Instructions is staff-only and combines read-only client setup with default booking guidance. When a booking link conferencing setting changes, the save attempts to update upcoming events in place when supported while preserving event identity, attendees, RSVP state, title, and time. Booking calendars, also staff-only, lists the calendars the email agents use to read open times and book meetings for the selected client, with one client default that each campaign uses unless it picks its own.

How to use this page

Switch between the tabs
Your Calendar opens by default. Use it to connect, reconnect or disconnect your own calendar and manage the Your booking links card. Staff with a selected client also see Meeting Instructions and Booking calendars. Client users see their calendar and booking links without a tab bar.
Connect a calendar for public booking links
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. In a self-serve workspace the third tip says to add the link to your email signature instead. 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 lets you create a booking link, set meeting length, availability, buffer, minimum notice, and max days in advance, then share the public page. Click Add New Calendar Link, or a link's Edit icon, to configure the name, URL slug, Meeting Title, meeting link type, weekly availability, welcome message, and form fields. For ordinary booking links, Meeting Title controls the calendar invitation, not the public page headline. Use {name} in Meeting Title to insert the guest name after a visitor books. The public SalesHive sales funnel is a separate exception and keeps a fixed company-first event title such as Company Name // SalesHive rather than using the saved display template. Unsupported or malformed placeholders fall back to a safe invitation title and never appear raw. Phone, Company, Notes, and Additional guests are optional per-link fields, while First Name, Last Name, and Email stay required. Saving a meeting link type or custom URL change also reports upcoming invite synchronization. Custom meeting links must use a valid http or https URL.
Preview the public booking page
Open the copied /book/<slug> link to review the visitor experience. A standard booking page automatically shows Schedule Your Meeting with the host at the company above the duration and available times. This headline stays separate from Meeting Title so a guest placeholder or internal invitation template never becomes the page heading. If the host or company is unavailable, the page uses the available identity and a safe fallback.
Review the client calendar setup (staff only)
On the Meeting Instructions tab, the read-only Client Calendar Setup view starts with a Client calendar setup eyebrow, the heading "Who can receive booked meetings?", a short description, and a count of the client users linked to the selected deal. Each user card shows a circular initials avatar, the user's name, a connected email when available, or the account email and a no-email fallback, and a status indicator on the right: Connected, Reconnect needed, or Not connected. When a connection exists, the provider appears as "via Google Calendar" or "via Microsoft 365", with the last validated date when available. The booking area is labeled Booking pages and shows the link count, each page name and Default tag when applicable, its full /book/<slug> URL, duration, and timezone. If a client user has not connected a calendar, a calendar-x callout says "Calendar not connected" and asks that person to connect under their own Your Calendar tab, noting that booking links will not 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, a line at the top names the client you are editing: Default booking instructions for the selected client. A tips card explains the page: write the default booking instructions SDRs follow, including a booking link, time zone, and any special notes. They apply to all campaigns on this deal unless overridden at the campaign level. Client users connect their own calendars on the Your Calendar tab, and the Client Calendar Setup section shows which client users have connected and what booking links they have created. Below the client setup, use the Default Booking Instructions rich text editor to write the guidance, including links to booking pages.
Save booking instructions
Click Save to store the instructions for the client named at the top of the tab. A Saved indicator confirms it was stored. If you switched to a different client after this page loaded, in this tab or another, the save is refused with a message saying nothing was saved. Reload the page so you are editing the selected client's instructions, then save again. Any other failure shows an error message.
Add a booking calendar (staff only)
Open the Booking calendars tab. Click Add calendar, give it a Name and pick a Calendar type: Calendly, HubSpot meetings, Google booking page, Microsoft Bookings, Cal.com, Chili Piper, Zoom Scheduler, Other booking page, SalesHive booking page, Invite from the sending mailbox, Connected Google or Microsoft calendar. A hint under the type explains how that type is read and booked. Page-based types and SalesHive booking page need a Booking link; pasting a known link (Builderall, Qualified and ScheduleHero scheduling pages and LeanData booking routers count as Other booking page) switches the type to match. Choose the Meeting owner (or enter an Owner email when the owner is not in the list), Meeting length, Owner time zone and Video. For Invite from the sending mailbox and Connected calendar, tick the days and hours agents may book and set Notice (hours), Days ahead and Gap between meetings. For Invite from the sending mailbox, Send the invite from picks which of the client's own mailboxes sends the invite (SalesHive mailboxes are listed only when a Meeting owner is a SalesHive person); leave it on The mailbox talking to the prospect to use the mailbox that has been emailing them. For any other type, the page offers its own times; to keep agents to the client's booking hours (such as 8 AM to 1 PM Eastern), tick Offer only the page's times inside set hours, pick the Hours time zone if it differs from the owner's, then tick the days and hours. Add Notes for booking, such as form answers or no Fridays, which agents read before booking. Tick In the round robin to add the calendar to the client's rotation. Click Add calendar to save. The client's first calendar becomes its default. Then click Test open times so agents can start booking on it (see Not proven yet below). For Calendly, choose a client connection when available; HubSpot meetings uses its booking page. Connected Google or Microsoft calendar uses a client connection added under Connected apps. Changing the calendar type or booking link clears its previous availability test, so test it again after saving.
Set the client default and test calendars (staff only)
Use Client default calendar to pick the calendar every campaign uses unless it picks its own in the campaign's Booking calendar section. Choose None to have agents hand meeting requests to a person in #platform-email-meetings, unless the client has round robin calendars. Click Find booking links automatically to have SalesHive read this client's setup (Playmaker, Playbook, meeting instructions, campaigns, meeting owners, onboarding documents, and meeting hand-off and confirmation email templates) for booking links and add them as calendars without changing ones a person set. On each calendar card, click Test open times to read its open times now (a booking page can take up to two minutes); the card then shows Test passed or Test failed with the detail. For a page-based calendar that passes, a practice booking runs next and its result shows on the card a few minutes later. SalesHive also tests every calendar that is on each weekday morning and again at midday, so the chips show the latest result. Use Edit to change a calendar (then Save calendar) or Remove to delete it.

What the buttons do

Your Calendar tab: Manages your personal calendar connection and optional public SalesHive booking links. Its tips card explains connecting, creating a link and sharing it.
Meeting Instructions tab: Visible to staff only. Opens with the read-only Client Calendar Setup view for the selected client, followed by the Default Booking Instructions editor. A tips card at the top explains how the instructions work and how client users connect their own calendars.
Booking calendars tab: Visible to staff only. Lists the selected client's booking calendars with the Client default calendar picker, Add calendar and Find booking links automatically. Each card shows the type, length, time zone, owner, status chips and, once a practice booking has run, whether booking is proven.
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. Each link shows its name, a Default tag when it is your default, its app.saleshive.com/book/<slug> URL, duration, buffer and timezone, plus Edit, Copy link and, for links other than the default, Delete icons. Click Add New Calendar Link or a link's Edit icon to open the booking link modal and configure meeting details, availability, and which form fields a booker sees. Saving a conferencing change reports the upcoming invite synchronization result and keeps retryable partial results visible.
Meeting Title: Sets the calendar invitation title for ordinary booking links, not the public booking page headline. Use {name} to insert the booked guest name. The public SalesHive sales funnel instead keeps a fixed company-first title such as Company Name // SalesHive. Unsupported placeholder syntax falls back safely.
Form Fields (booking link modal): Controls which fields appear on the public booking page. First Name, Last Name, and Email are always required. Toggle Phone, with an optional Required toggle, Company, with an optional Required toggle, Notes, and Additional guests on or off per link. New links default Phone, Company, and Notes on, with Company required, and Additional guests on. Existing links keep their prior field settings, with Additional guests off unless you turn it on.
Additional guests (form field toggle): When enabled, the public booking page shows an Additional guests field where a booker can add up to 10 extra email addresses. Each added guest receives the same calendar invite as the primary guest. Duplicates and the primary booker's own email are filtered out automatically. New links default this on. Existing links default it off until you turn it on.
Client Calendar Setup: A read-only staff section on the Meeting Instructions tab. Its "Who can receive booked meetings?" heading includes a count of linked client users. Each user card shows initials, name, email, connection status, provider, and last validated date when available. The Booking pages area shows the page count, names, default tags, /book/<slug> URLs, durations, and timezones. A client user without a connection gets a "Calendar not connected" callout and must connect from their own Your Calendar tab.
Booking pages (read-only list): Lists each linked user's booking pages, including the page count, name, Default tag when applicable, public /book/<slug> URL, meeting duration, and timezone. Staff can review this list but cannot create or edit a client's calendar connection or booking pages here.
Default Booking Instructions: A rich text editor on the Meeting Instructions tab, visible to staff only, for entering default booking guidance for the selected client. Applies to all campaigns unless overridden.
Save: Stores the default booking instructions for the client named at the top of the tab. A Saved indicator confirms it was stored. If the selected client changed after the page loaded, nothing is saved and you are asked to reload.
Conference sync result: After a meeting link type or custom URL change, reports how many upcoming invites synchronized, failed, remain for a bounded retry, or could not be changed without replacing the original event.
Client default calendar: Booking calendars tab. The calendar every campaign without its own uses. Only calendars that are on can be picked. With None, campaigns without their own calendar use the client's round robin calendars when available; otherwise agents offer no times and hand meeting requests to a person.
Find booking links automatically: Booking calendars tab. Reads the client's setup for booking links, adds the ones it finds as calendars and reports how many it found and added. It fills the client default and campaign choices only where none is set. Test each new calendar before agents rely on it.
Test open times: Reads the calendar open times now and saves Test passed or Test failed with the detail. Page-based calendars can take up to two minutes. When their test passes, a practice form check is queued; it stops before booking and shows its result on the card later. SalesHive booking pages, Connected calendar and Invite from the sending mailbox are proven by a passing test. Calendars with a saved connection can use that connection as booking proof. Tests also run each weekday morning and midday.
Calendar on / Agents may book on it / In the round robin: Booking calendar editor checkboxes. Calendar on makes it usable at all. With Agents may book on it off, agents only read open times and hand the booking to a person. In the round robin adds the calendar to the client's rotation: when the client has no default, each campaign without its own calendar spreads prospects across the round robin calendars, always giving the same prospect the same calendar. Saving the calendar clears an automatic pause, so whatever you leave ticked is kept and the daily check never changes your choice.
Calendar status chips: On each booking calendar card. Client default marks the default. Round robin marks a calendar in the rotation. Off means the calendar is turned off. Agents book means agents may book on it and booking is proven. Not proven yet: a person books means agents may book on it, but its required calendar check or practice form check has not passed, so a person books for now. Agents read only means agents offer times but a person books. Paused: not working means the daily check stopped agent booking because the calendar kept failing. Test passed or Test failed shows the latest test. Found automatically marks a calendar added by Find booking links automatically.
Remove (booking calendar): Deletes a calendar after you confirm. Campaigns using it fall back to the client default. A calendar that already has bookings is turned off instead, so its record is kept.

Common questions

The Scheduling page has been merged into the Calendar page. Everything that was on Scheduling, including connecting your calendar and managing booking links, is now the Your Calendar tab on the Calendar page. Visiting /platform/settings/scheduling redirects you to /platform/settings/calendar.

Only staff users with an @saleshive.com email. Clients use their own calendar and booking links. Meeting Instructions contains the read-only client connection overview and default instructions editor. Booking calendars manages campaign calendars and rotation for staff.

In a self-serve workspace, the Get set up checklist has two steps that open this page. Connect your calendar checks off once a member of your workspace has a working Google or Microsoft 365 connection. Create a booking link lands on the Your booking links card and checks off once an active member has a booking link. Go back to Get set up to see both checked off.

Connected, shown with a green dot, means the calendar is linked and valid. Reconnect needed, shown with a red dot, means the connection needs reauthorization or errored. The client should reconnect from their own Your Calendar tab. Not connected means that client user has not connected a calendar yet. Each user card also shows initials, the relevant email, and the provider when a connection exists. A Calendar not connected callout reminds staff that booking links will not show live availability until that person connects.

No. The client connection overview is read-only. The client rep connects their own Google or Microsoft account in Your Calendar and manages their public booking links there.

Your calendar authorization has lapsed. Click Reconnect to re-authorize through the same provider so booking and availability work correctly.

Google or Microsoft sign-in has not been configured yet. Ask your SalesHive team for help. Staff can put an existing public booking link in the client meeting instructions or add it under Booking calendars.

They apply as the client's default booking guidance for scheduling meetings across all campaigns unless overridden by a specific campaign.

No. Connect Google Calendar or Microsoft 365 under Your Calendar and create a public SalesHive booking link in Your booking links. Staff can also use an existing scheduling page for campaign bookings.

Your Calendar has a How this page works card for connecting a calendar, creating a public link and sharing it. Meeting Instructions has a staff tips card for default guidance and the client connection overview.

In the booking link create or edit modal, the Form Fields section controls which fields a booker sees. First Name, Last Name, and Email are always required. You can toggle Phone, with an optional Required toggle, Company, with an optional Required toggle, Notes, and Additional guests on or off per link. New links default Phone, Company, and Notes on, with Company required, and Additional guests on. Existing links keep their previous field settings, with Additional guests off unless you turn it on.

Every booking goes on your connected calendar. In a self-serve workspace, a prospect's booking is also added to Meetings > Booked Meetings: the guest becomes a contact (or the existing contact with that email is updated) with Set By as you and Source as Booking link unless those were already filled, and you get an in-app Meeting booked notification. An existing contact whose meeting was already held, has a later outcome, or was cancelled keeps its meeting and status. Bookings by someone on your own team or at SalesHive go on the calendar only.

When you enable Additional guests on a booking link, the public booking page shows a field where the booker can add extra email addresses, up to 10. Each additional guest receives the same Google or Microsoft calendar invite as the primary booker. The booker types an email and clicks Add. Added emails appear as removable chips. Duplicates and the booker's own primary email are filtered out automatically. New links turn this on by default. Existing links keep it off until you enable it.

Saving a meeting link type or valid custom URL change attempts to patch upcoming booking events in place for supported provider transitions. The event identity, attendees, RSVP state, title, and time are preserved. The modal reports synchronized, failed, remaining, or unsupported invites.

The settings are still saved. Failed invites can be retried by clicking Save again, remaining invites are handled in another bounded batch, and unsupported transitions leave the original invite unchanged.

Add {name} where the booked guest name should appear on an ordinary booking-link calendar invitation. The public booking page does not preview this template. It automatically shows a separate Schedule Your Meeting headline using the host and company. After the visitor books, the invitation replaces {name} with the real guest name. The public SalesHive sales funnel is the exception: its event title stays company-first as Company Name // SalesHive, or Guest Name // SalesHive when no company is supplied. Unsupported or malformed placeholders use a safe fallback title instead of appearing raw to the prospect.

The editor only saves to the client it loaded. If you switched clients after opening the page, in this browser tab or another one, saving would have put one client's booking text onto another client, so the save is refused and nothing changes. Reload the page, check the client name at the top of the Meeting Instructions tab, and save again.

Agents use the campaign calendar, then the client default, then a round robin calendar for that prospect. The calendar must be active, allow agent booking and meet its booking-readiness requirements. A calendar with a saved client connection is treated as proven. Otherwise it needs a successful open-times test and booking proof from the last 10 days. Page-based calendars get that proof from a practice form check that stops before submitting a meeting. Without an eligible calendar, agents offer no times and hand the request to a person in #platform-email-meetings. For eligible calendars, the Email Responder and After Conversation Agent offer real open times in the prospect's time zone. When a time is agreed, the responder books in Live mode and the calendar or booking tool sends the invite. Moving or cancelling depends on the provider. If booking is still running or its result is unconfirmed, check the original calendar before another attempt. The After Conversation Agent can save or change the SalesHive meeting record after a call, but that action sends no confirmation email or calendar invite and does not update an existing invite. Ask your SalesHive team to check the email and original calendar against the agreed time before sending or correcting anything; another email after the call is not proof of a meeting confirmation.

For a client's meetings, always one of the client's own mailboxes. A SalesHive mailbox sends the invite only when the calendar's Meeting owner is a SalesHive person (an @saleshive.com email), as with our own meetings. The invite goes from the mailbox picked in Send the invite from, or by default from the mailbox that has been emailing the prospect. If neither is allowed, it goes from the client's SDR mailbox, then its Primary. Send the invite from lists the client's own SDR and Primary mailboxes, plus SalesHive mailboxes only when one of the client's meeting owners is a SalesHive person. Saving a SalesHive mailbox on a calendar whose owner is not a SalesHive person is refused. Without an allowed active SDR or Primary mailbox, these invites cannot be sent.

A calendar with a saved client connection is treated as proven. Otherwise it needs a successful open-times test and booking proof from the last 10 days. Page-based calendars get that proof from a practice form check that stops before submitting a meeting. Select Test open times on the calendar card and read the saved result. The practice check fills the form to the final booking button without pressing it. A passing check does not mean a real meeting was booked.

SalesHive tests every calendar that is on each weekday morning and at midday. When a calendar fails two checks in a row, agents stop booking on it and hand those meetings to a person. It turns booking back on by itself as soon as a check or a practice booking passes. Failing calendars that campaigns use are also posted to #platform-email-meetings each morning. Fix the link or setup and click Test open times, or click Edit and Save calendar to decide yourself: saving clears the pause and keeps whatever you set for Agents may book on it. A calendar you turned off yourself is never changed by the check.

A calendar that has already booked, moved or cancelled a meeting keeps its record, so Remove turns it off instead. An Off calendar is not used by any campaign or offered as the client default.

The booking page only accepts a time it could have offered: in the future, after the link's minimum notice, within its max days in advance, and inside the link's available hours. If the chosen time no longer fits, the page asks the visitor to pick another time from the calendar. To stop spam, each page also accepts only a few bookings an hour from the same email or connection, plus an hourly cap per link. Over that, the visitor sees Too many bookings in a short time. Please try again later. Signed-in SalesHive staff are not limited.

Overview

How to use this page

Switch between the tabs

Connect a calendar for public booking links

Reconnect or disconnect your calendar

Manage your booking links

Preview the public booking page

Review the client calendar setup (staff only)

Edit default booking instructions (staff only)

Save booking instructions

Add a booking calendar (staff only)

Set the client default and test calendars (staff only)

What the buttons do

Common questions

Get an answer from a real person

Contact support

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