Daylite provides you with your own calendar which can also be synchronized with the Apple Calendar if required. We strongly recommend using the Daylite calendar for your entire appointment management. The main advantage over using a third-party calendar is the linking. Each appointment can be linked to the corresponding contacts, but also to projects and opportunities. This means that you are always just one click away from contextual information when viewing your calendar.
You can switch between a monthly, weekly and daily view.
The different appointment colors represent the respective appointment category. We recommend setting up the appointment categories according to activity types. Here is an example:
- Sales
- Consulting
- Administration
- Private
Via permissions you can determine who can access the details of an appointment. This ensures that your availability is displayed correctly to colleagues, but that they cannot see the content of a private appointment.
You can also display appointments from other, subscribed external calendars here.
Learn more in our Daylite Academy
Related articles:
How do I display tasks, projects and opportunities on the calendar?