# Your calendar: the week, a meeting at a glance, and moving it > In SkedX CRM, Work → Calendar shows your meetings for the week in your company's time zone: meetings added in the CRM (blue), times offered in WhatsApp (teal) and your Outlook or Google meetings (dashed). Hover a meeting to see all of it — who, when, where, the record it is on and the ad behind it. Drag a meeting to move it, or drag its bottom edge to make it longer; the new time shows beside your pointer and snaps to 15 minutes. An Outlook or Google meeting you organised moves there too; one you were invited to offers Propose a new time. Day, Week, Month, Agenda and Reminders switch at the top; Me ▾ shows your team's calendars if your role allows it. The search at the top of Calendar (desktop: click it or press /; phone: the search button) finds a name, a company, a date ("next Tuesday", "20 Oct"), a word from a meeting's notes, or a phrase ("booked via link", "Priya's meetings", "no-shows"): People lists who you meet with their next or last meeting and how many, and a tap opens that meeting on its day. It searches only the calendars your role may see, and a colleague's own Outlook or Google meetings stay "Busy". Product: SkedX CRM · Topic: Calendar · Draft — steps not yet re-verified in the live product One page for everything with a time. Meetings stay on the record they belong to; Calendar is where you see them all at once. ## Step 1: Open Calendar In the sidebar, under **Work**, choose **Calendar** — or press **G** then **A**. The first time, a short tour shows what it does; **Skip** ends it. Open it directly: https://crm.skode.ai/calendar ## Step 2: Read your week Each meeting is a block in its colour: **blue** added in the CRM, **teal** offered in WhatsApp, **dashed** from Outlook or Google. A company’s initials sit on its meetings. The key under the week says which is which. Today is tinted and the red line is now. ## Step 3: Add a meeting, a reminder or blocked time **+ New meeting** adds a meeting at the next hour — or click an empty hour on the week to start there. Its arrow offers **New reminder** (a follow-up with a time, kept in Tasks), **Block time** — an hour marked Busy at once, which you drag to place — and **Offer a time in WhatsApp**. On a computer, **N** and **R** do the first two. ## Step 4: Pick a time you are free In New meeting, **When** — or **Reschedule** on a meeting — opens the month with the time beside it. Under the time it says **Free** until your next meeting, or **Busy** with what holds that time — and **Next free** jumps past it, inside your working hours. One **Done** sets both. ## Step 5: See a whole meeting Hover a meeting — or move to it with **Tab** — and a card shows all of it: who, when, where, the record it is on and how they came. A 15-minute meeting keeps one line on the week; the card carries the rest. ## Step 6: Open a meeting Click a meeting and it opens beside the week as its own form (a sheet on a phone): **Join** and **Cancel meeting** — cancel asks once — and **WhatsApp** and **Email**, each shown only when it works for you. Every field can be changed in place; the people show each answer; and its notes and activity sit under the form, as on a task. After the meeting it asks how it went. [Open a meeting, change it, and keep notes on it](https://skode.ai/help/crm/calendar/change-a-meeting-and-keep-notes/) has all of it. ## Step 7: Move or stretch a meeting Drag a meeting to a new time, or drag its bottom edge to make it longer. The new time shows beside your pointer and snaps to 15 minutes; it turns amber if it overlaps something. **Undo** is in the note that follows. An Outlook or Google meeting you organised moves there too and its guests are told; one you were invited to offers **Propose a new time**. ## Step 8: Change the view Switch between **Day**, **Week**, **Month**, **Agenda** and **Reminders**; **Today** brings you back and **‹ ›** move a step. ## Step 9: Move from the dates You need not go up to the toolbar: an arrow sits at each end of the dates above the calendar. **‹** goes back and **›** forward by the view’s step — a week in Week, a month in Month, a day in Day. The Agenda has **‹ the dates ›** at the top of its list. On a phone, Week, Month and Agenda show the same **‹ the dates ›** band under the views; the Day strip already moves this way. In a narrow window or at the largest text size, Week and Month leave the arrows out so they never cover a day’s name — **‹ ›** beside **Today** move the same way. Open it directly: https://crm.skode.ai/calendar ## Step 10: See your team's calendars **Me ▾** switches between your calendar, your team’s and everyone’s — as far as your role allows. Below them, the people you may open one by one: search by name, and each shows a line — meetings this week, free today, on leave. A choice your role does not include says why, with **Ask** to request it from your admin. ## Step 11: Search on your phone On a phone, tap the search at the top of Calendar and type a few letters of a name or a company. **People** shows who you meet — their next meeting, or when you last met, with the record it is on — and how many meetings you have together. **Try** fills in a phrase: **next Tuesday**, **booked via link**, a colleague’s meetings, **no-shows**; a date like **20 Oct** works too. A word from a meeting’s notes finds it as well — see **In the notes** below. Tap a result and Calendar opens that meeting, on its day. ✕ closes the search. Open it directly: https://crm.skode.ai/calendar ## Step 12: Search from the desktop Click the search field at the top of Calendar, or press **/**. A panel opens under it with **Try** — phrases you can click: **next Tuesday**, **booked via link**, a colleague’s meetings, **no-shows**. While the panel is open the field has the row to itself; **Esc** brings the week’s controls back. Type a name, a company, a date or a phrase: **People** come first, then **Meetings**. **↑ ↓** move over the results, **↵** opens the one you are on, **⇥** starts a new meeting with that name, and the week behind dims to the results so you can see where they sit. Open it directly: https://crm.skode.ai/calendar ## Step 13: Find a meeting by a word in its notes A word that is in a meeting’s **notes**, its **outcome**, or what someone wrote when they **booked** finds that meeting too. Type the word and the results show it under **In the notes**, each with the line it was found in — the word underlined — and where: **Notes**, **Outcome** or **Booking answer**. On the week behind, those meetings stay lit and the rest step back. A meeting whose title or person already matched is listed above, never twice. Only the one line travels; open the meeting for the whole note. Open it directly: https://crm.skode.ai/calendar ## Step 14: The same on your phone On a phone, the search shows **In the notes** under People and Meetings, with the same line for each hit. Tap a result and Calendar opens that meeting, on its day. Open it directly: https://crm.skode.ai/calendar ## Step 15: See what the search understood — and drop a part When you type a phrase, the panel shows what it read as dark chips: a date, **No-shows**, **Booked via link**, a colleague’s name. Each chip has an × that drops exactly that part of what you typed and searches again — so “no-shows pergola” becomes “pergola” in one click. A word the search did not read as a phrase stays plain text and is searched as a word. Open it directly: https://crm.skode.ai/calendar ## Common questions ### How do I get back from Calendar settings? Calendar settings is a place of its own — the week’s search, + New meeting and the Day / Week / Month bar step aside while you are there. The header reads **‹ Calendar** · Calendar settings; **‹ Calendar** brings your week back, on a computer and on a phone. ### Can I search inside a meeting’s notes? Yes. A word in a meeting’s notes, its outcome note, or what the person wrote when they booked finds it — under **In the notes**, with the line it was found in. Only that one line is shown in the results; the whole note is on the meeting. It searches only the calendars your role may see, and a colleague’s own Outlook or Google meetings stay “Busy”. ### Why does the search on my computer hide the view buttons while it is open? So the field and its results have the row to themselves. Press **Esc**, or click anywhere outside the panel, and the week and its controls come straight back; the words stay in the field until you clear them with ×. ### Where is the + on my phone? On the Calendar the blue + at the bottom right adds a meeting, a reminder or blocked time. The centre + of the bottom bar is not shown on this page, so there is one + and it always adds to your calendar. ### Do I have to connect Outlook or Gmail? No. Calendar works on its own as your follow-up system for leads — meetings, calls and reminders on each record, your booking link, and times offered in WhatsApp. Connecting Outlook or Google only adds the meetings from that calendar. “Not now” puts the connect notice away. ### Why can't I move a meeting from my Outlook? You can move one you organised — it changes in Outlook too, and Outlook tells the people invited. A meeting someone else organised can only be moved by them, so Calendar offers **Propose a new time** instead. ### What happens when I cancel or delete a meeting someone booked through my link? Their booking is cancelled with it, wherever you did it — **Cancel meeting** in Calendar, the task panel, the bin or an automation. The time is free again and their reminders stop. They get a “Cancelled” email from you with **Pick another time** (and a WhatsApp message, if they ticked it). A paid booking is refunded in full, whatever the link’s refund rule: Razorpay and Stripe refund automatically; with PayPal you refund in PayPal. On a group link, their seat goes to the first person waiting. Moving the meeting instead keeps the booking and tells them the new time. ### Which time zone is the calendar in? Your company's, from its SkedX account. Everyone on the team sees the same times; a visitor booking you sees their own. ### Do my personal Outlook meetings show to colleagues? Only as **Busy**. Titles, people and places of your synced meetings stay yours. ### Do times offered in a WhatsApp chat see my calendar? Yes. A time offered from a chat — by you or the assistant — is one the chat’s assigned person is free: their working hours, lunch and time off from **Calendar settings**, minus every meeting and call on their calendar, whether added here, booked through a link or synced from Outlook or Google. The time is checked again the moment the customer taps it, so it is never booked twice, and the meeting lands on that person’s calendar with the chat. ### What does search on my phone look through? The meetings in the calendars your role may see — yours, your team’s or everyone’s, as **Me ▾** allows — a year back and a year ahead: the person or company on the meeting’s record and the meeting’s title, never its notes. A colleague’s own Outlook or Google meetings show only as **Busy** and are never found by their words. **A colleague’s meetings** outside what your role sees says so and offers **Ask** your admin. Nothing you type is sent to an AI model — the phrases are read by fixed rules. ### My week is empty — what now? The note above the week says what is next: **Jump to that week** when you have a meeting later, and **Share your booking link** — or **Create booking link** if you have none yet — so people can fill it. **+ New meeting** adds one yourself. ### Calendar says “Still loading your calendar”. What do I do? Press **Try again**. It shows when your week takes longer than usual to arrive — usually a slow connection — and your meetings are safe. A week you have already seen opens at once from memory, so going back and forth is instant. Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/ ## Related guides - One booking link for your team: round-robin, everyone together, group sessions: https://skode.ai/help/crm/calendar/share-one-booking-link-for-your-team/ - Book meetings from your own app or an AI assistant: https://skode.ai/help/crm/calendar/book-meetings-from-your-app-or-an-ai-assistant/ - Connect your Outlook or Google calendar: https://skode.ai/help/crm/calendar/connect-your-calendar/ - What Today's agenda shows on your dashboard: https://skode.ai/help/crm/tasks/what-todays-agenda-shows/ - Reminders and follow-ups: https://skode.ai/help/crm/profiles/profile-reminders-and-follow-ups/ - Offer a time from the inbox — the customer taps one and it is booked: https://skode.ai/help/flow/inbox/offer-a-time-from-the-inbox/ - Create a booking link and share it: https://skode.ai/help/crm/calendar/create-a-booking-link/ - Set your working hours, special days and time off: https://skode.ai/help/crm/calendar/set-your-working-hours-and-special-days/ - Meeting reminders: for the person who booked, and for you: https://skode.ai/help/crm/calendar/calendar-reminders/ - Your reminders, in Calendar: see, tick and add them: https://skode.ai/help/crm/calendar/your-reminders-in-calendar/ - Create a meeting from the Calendar — with the person it is for: https://skode.ai/help/crm/calendar/create-a-meeting-from-the-calendar/ - Invite guests to a meeting and see who is coming: https://skode.ai/help/crm/calendar/invite-guests-and-see-who-is-coming/ - Colleagues booking you: who may add meetings to your calendar: https://skode.ai/help/crm/calendar/colleagues-booking-you/ - Design a booking link: questions, its own look, and what happens after: https://skode.ai/help/crm/calendar/design-a-booking-link/ - Open a meeting, change it, and keep notes on it: https://skode.ai/help/crm/calendar/change-a-meeting-and-keep-notes/ Source: https://skode.ai/help/crm/calendar/your-calendar/