Calendar

The Calendar module helps MSPs schedule and manage client meetings, including Quarterly Business Reviews (QBRs), strategy sessions, and regular check-ins. View meetings across all companies or filter by specific clients.

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Navigating the Calendar

The calendar displays meetings in a monthly view by default. Each meeting shows:

• Meeting title - The name of the meeting (e.g., “QBR” for Quarterly Business Reviews)
• Company name - Which client the meeting is associated with
• Color coding - Visual distinction between different meeting types

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Viewing Options

Use the Global View dropdown at the top to:

• View meetings across all companies
• Filter to a specific company’s meetings
• See only your assigned meetings

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Quick Preview

Click any meeting on the calendar to see a preview dialog: The preview shows:

• Date and time - When the meeting is scheduled
• Location - Where the meeting takes place (physical address or virtual link)
• Attendees - Who’s invited to the meeting
• Notes - Any meeting notes or preparation materials

Click Open Meeting Page to access the full meeting details and management features.

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Creating a Meeting

To create a new meeting:

1. Click the + New Meeting button in the top-right corner
2. Fill in the meeting details:
   • Title - Name of the meeting
   • Company - Which client this meeting is for
   • Meeting Type - QBR, Strategy Session, Check-in, etc.
   • Date and Time - When the meeting occurs
   • Location - Physical address or video call link
   • Attendees - Invite participants from the company
3. Add any initial notes or agenda items
4. Click Save to create the meeting

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Meeting Types

MSPortal supports various meeting types:

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Next Steps