Calendar & Scheduling
Use the CRM calendar, self-serve meeting links, and two-way calendar and email sync.
The CRM Standalone Calendar Tutorial
Use the CRM's built-in standalone calendar to create, share, and manage firm events without syncing a third-party calendar.
calendar-scheduling/the-crm-standalone-calendar-tutorial.htm#microcontent1
Scheduler: Self-Serve Meeting Links
Create personalized scheduling links so clients can book meetings based on your real-time availability.
calendar-scheduling/scheduler-self-serve-meeting-links.htm#microcontent1
Using the Google/Outlook/Office 365/Exchange Email and Calendar Sync
Understand how email and calendar sync works with Google, Outlook, and Exchange in the CRM.
calendar-scheduling/using-the-googleoutlookoffice-365exchange-e-mail-and-calendar-sync-with-legal-cr.htm#microcontent1
Setting Up Sync of Your Calendar and Email (Google, Outlook/Exchange, Apple, and More)
Connect your Google, Outlook, Exchange, Apple, or Yahoo account to sync email and calendar events with the CRM.
calendar-scheduling/setting-up-sync-of-your-calendar-and-email-google-microsoft-outlookexchange-appl.htm#microcontent1