The Calendar is the central nervous system of your business operations. It shows every appointment, booking, task with a time, and external event in one unified view. Designed for high-performance teams, it allows you to switch between day, week, month, and agenda views to manage your time effectively.
Calendar Views
- Day View - An hourly grid that provides a granular look at your daily schedule. Ideal for identifying gaps or overruns in a busy day.
- Week View - A five- or seven-day grid with side-by-side columns. This is the most popular view for planning ahead and managing upcoming deadlines.
- Month View - A high-level monthly overview. Best for spotting long-term trends, holidays, and major project milestones.
- Agenda View - A clean, vertical list of upcoming items. Perfect for a quick morning briefing on what needs to be done.
- Team View - Displays every team member's day side-by-side. This is an essential tool for managers to handle resourcing, avoid burnout, and ensure coverage.
Creating and Managing Events
Click any empty time slot in the grid to open the event creator, or click the New event button in the top right.
Event Configuration
- Title & Location: Set a clear title and specify the location. This can be a physical address (linked to maps), a video conferencing link (automatically generated if integrated), or a phone number.
- Timing: Set start and end times. Myra automatically handles timezone conversions for international team members and clients.
- Attendees: Add internal team members or external contacts. External attendees will receive an email invitation with an .ics file attached.
- Linked Records: Attach the event to a specific Contact or Deal. This ensures that the meeting appears in that record's activity timeline.
- Reminders: Configure multiple reminders (e.g., 24 hours before via email, 15 minutes before via SMS).
External Sync (Google & Microsoft)
Bridge the gap between your personal and professional life by connecting Google Calendar or Microsoft Outlook in Settings → Integrations → Calendars.
How Syncing Works:
- Outgoing: Events you create in Myra appear on your external calendar instantly.
- Incoming: Events from your external calendar appear in Myra. You can choose whether these details are private (showing only as "Busy") or visible to your team.
- Availability: External "Busy" slots automatically block your booking availability on public-facing booking pages, preventing double-bookings.
- Two-Way Flow: Edits made in Outlook/Google (like changing a time or description) flow back into Myra automatically.
Availability and Conflict Resolution
The system acts as an intelligent gatekeeper for your time. When booking on behalf of a team member, the system cross-references their connected calendars and refuses to allow double-bookings unless an admin overrides it.
Manual Busy Blocks
Use "Busy" blocks to protect time for deep work, lunch, or school runs. These blocks are respected by the automation engine and the public booking widget.
Paid Bookings
If you have integrated a payment processor, you can require a deposit or full payment (e.g., $50.00 deposit) before a booking is confirmed on the calendar. This significantly reduces no-shows for high-value consultations.
Best Practices
- Buffer Times: Always configure 10-15 minute buffers between meetings in your Calendar Settings to avoid back-to-back fatigue.
- Color Coding: Use different colors for different event types (e.g., Blue for Sales, Green for Support, Red for Urgent) to make the calendar readable at a glance.
- Sync Primary Only: To avoid clutter, only sync your primary work calendar rather than every shared personal calendar you might have.
Common Pitfalls
- Timezone Confusion: Always double-check your workspace default timezone in Settings. If this is wrong, all your calendar slots will appear shifted for clients.
- Private Events: Remember that if you sync a personal calendar, the titles of your events might be visible to team members unless you set them to "Private" in the integration settings.
FAQs
Can I connect more than one external calendar? Yes. You can connect multiple accounts (e.g., a personal Gmail and a work Outlook) and choose which ones contribute to your availability.
How do I handle recurring meetings? When creating an event, select the "Repeat" checkbox. You can set it to repeat daily, weekly, monthly, or on custom intervals.
Can I see my tasks on the calendar? Yes, any task with a "Due Date" and "Time" assigned will automatically appear as a calendar item.