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, opens with a read-only client calendar setup view showing how many client users are linked, who can receive booked meetings, each user's connection status and provider, and the booking pages available to prospects. It also lets staff edit the default booking instructions SDRs follow when scheduling for the selected 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, buffer, minimum notice, and max days in advance, then share the link publicly so anyone can book an open time on your connected calendar. Click Create Link (or the edit icon on an existing link) to open the booking link modal, where you configure the link name, URL slug, meeting title, meeting link type (auto Google Meet/Teams, SalesHive Video, or a custom recurring link), weekly availability, and a welcome message. The modal's Form Fields section controls which fields a booker sees on the public booking page: Phone (with an optional Required toggle), Company (with an optional Required toggle), Notes, and Additional guests. First Name, Last Name, and Email are always required. Share the finished link from the card or paste it into meeting instructions.
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, 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 calendars on the Your Calendar tab, and the Client Calendar Setup section shows which client users have connected and what booking pages 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. 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.
- 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, /book/<slug> URL, duration, and a copy link action; click Create Link or the edit icon to open the booking link modal and configure meeting details, availability, and which form fields a booker sees (Phone, Company, Notes, Additional guests). Share the link publicly.
- Form Fields (booking link modal)
- A section in the booking link create/edit modal that 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 (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)
- A toggle in the booking link modal's Form Fields section. When enabled, the public booking page shows an Additional guests field where a booker can add up to 10 extra email addresses that each receive the same calendar invite as the primary guest. The booker types an email and clicks Add; each added email shows as a removable chip. 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)
- The client setup area 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 (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.