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Overview

The Calendar module provides comprehensive scheduling capabilities for managing events, meetings, and activities across your MSP operations. Integrate with Microsoft 365 calendars and coordinate schedules across teams and clients.

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Key Features

Event Management

Create and manage events, meetings, and appointments

Multiple Views

List, personal, and recurring event views

M365 Integration

Sync with Microsoft 365 calendars

Recurring Events

Set up and manage recurring schedules

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Calendar Views

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List View

Display events in a list format:
  • Chronological event listing
  • Quick filtering options
  • Bulk actions support
  • Export capabilities

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My Calendar

Personal calendar view showing:
  • Your assigned events
  • Personal appointments
  • Team meetings
  • Client engagements

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Recurring Events

Manage repeating events:
  • Daily, weekly, monthly patterns
  • Custom recurrence rules
  • Exception handling
  • Series editing

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Event Management

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Creating Events

1

Click New Event

Access event creation from any calendar view
2

Event Details

  • Title and description
  • Start and end times
  • Location (physical or virtual)
  • Event type/category
3

Participants

  • Add attendees
  • Set organizer
  • Configure notifications
4

Recurrence

Set up repeating pattern if needed
5

Save Event

Event appears in calendar and sends invitations

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Event Types

  • Client Meetings: Scheduled client interactions
  • Internal Meetings: Team and department meetings
  • Maintenance Windows: Scheduled maintenance activities
  • Training Sessions: Educational and training events
  • Reviews: QBRs and performance reviews
  • Deadlines: Important due dates and milestones

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Microsoft 365 Integration

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Calendar Sync

Synchronize with M365 calendars:
  • Bi-directional sync
  • Real-time updates
  • Conflict detection
  • Multiple calendar support

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Setup Process

1

Configure Integration

Set up M365 connection in Settings
2

Authorize Access

Grant calendar permissions
3

Select Calendars

Choose which calendars to sync
4

Configure Sync

Set sync frequency and options

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Scheduling Features

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Availability Management

  • Free/busy time display
  • Scheduling assistant
  • Conflict detection
  • Time zone handling

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Meeting Coordination

  • Find available time slots
  • Send meeting invitations
  • Track RSVPs
  • Meeting reminders

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Resource Booking

  • Room reservations
  • Equipment scheduling
  • Resource availability
  • Booking conflicts

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Recurring Events

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Recurrence Patterns

Every day or every X days

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Managing Series

  • Edit single occurrence
  • Edit entire series
  • Delete occurrences
  • Add exceptions

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Calendar Settings

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Display Options

Configure calendar appearance:
  • Default view (day, week, month)
  • Working hours
  • Time zone
  • Color coding

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Notification Settings

  • Email reminders
  • In-app notifications
  • SMS alerts (if configured)
  • Default reminder times

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Sharing Settings

  • Calendar visibility
  • Sharing permissions
  • Public calendar options
  • External access

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Integration Points

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Planner Module

  • Link calendar events to planner items
  • Schedule planner activities
  • Deadline visualization

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Compliance Module

  • Schedule compliance activities
  • Audit appointments
  • Review meetings

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Tickets Module

  • Schedule on-site visits
  • Maintenance windows
  • Support appointments

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Mobile Access

Access calendar on mobile devices:
  • Responsive web interface
  • Mobile app integration
  • Offline access
  • Push notifications

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Best Practices

Use consistent colors for different event types
Include buffer time between appointments
Send agendas 24 hours before meetings
Ensure M365 sync runs regularly for accuracy

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Permissions

Calendar permissions:
  • read_calendar - View calendar events
  • create_events - Create new events
  • edit_events - Modify existing events
  • delete_events - Remove events
  • manage_calendars - Configure calendar settings