Calendar Overview
The Calendar section in QuantixOne is your central hub for scheduling appointments, managing team availability, and sharing booking pages with your clients. Whether you need to book one-on-one meetings or coordinate multi-member team schedules, the calendar keeps everything organised in one place.
Navigating to the Calendar
Click Calendar in the left sidebar to open the Calendar section.
Click Calendar in the left sidebar to open the scheduling hub.
The Calendar Section
When you open the Calendar section, you will see a top navigation bar with the following tabs:
- Calendars — View and manage all your calendars, organised by groups.
- Appointments — View, search, filter, and manage all appointments across your calendars.
- Logs — A full audit trail of all calendar-related actions.
- Restore — Recover or permanently delete previously deleted calendars.
At the top right, a Settings dropdown gives you access to:
- Calendars Settings — Create and configure calendars.
- Preferences — Set your meeting location and timezone preferences.
- Availability — Set your working hours per day.
- Connections — Connect Google Calendar or Microsoft Outlook.
The Calendar section with its main tabs and Settings dropdown.
Calendars Tab
The Calendars tab lists all your calendars, grouped by calendar group. From here you can:
- Create a new calendar using the Create Calendar button.
- Search and filter calendars by active status, calendar type, or ownership.
- Toggle a calendar active or inactive using the status switch on each row.
- Use the more actions menu on each calendar to: Edit, Share, Move to Group, Duplicate, Deactivate, or Delete.
- Create and manage Calendar Groups to organise multiple calendars together.
The Calendars tab. Use the Create Calendar button to add a new calendar, or manage existing ones from the list.
Appointments Tab
The Appointments tab shows all appointments across your calendars in a table view. Each row shows:
- Title — The appointment title.
- Calendar — Which calendar the appointment belongs to.
- Contact — The contact linked to the appointment.
- Assigned User — The team member assigned to the appointment.
- Start Time / End Time — Date and time of the appointment.
- Status — Booking status: Booked, Cancelled, Rescheduled, or Pending.
- Confirmation — Confirmation status: Pending, Confirmed, Declined, Unconfirmed, or Cancelled.
- Timezone — The timezone the appointment was booked in.
The Appointments tab. Use the search bar, filter panel, and column manager to find exactly what you need.
Creating an Appointment
Click the Create button at the top right to open the Create Appointment modal. You can choose between two tabs:
- Appointments — Book a standard appointment for a contact. Fill in the calendar, contact, assigned user, title, description, date and time, timezone, and recurrence options.
- Block off time — Reserve time on a calendar without booking a contact. Fill in the calendar, title, timezone, and date/time range.
Filtering and Searching
- Use the Search bar to find appointments by title.
- Click the Filter icon to open the filter panel. You can filter by calendar, contact, assigned user, date range, booking status, confirmation status, source, and more.
- Click the Manage Fields icon to show, hide, or reorder table columns.
Viewing Appointment Details
Click the eye icon on any row, or click the appointment title, to open the Details drawer on the right. The drawer has four tabs:
- Details — Shows the appointment time, contact, calendar, assigned user, conference link (if any), and status badges. From here you can also edit or delete the appointment.
- Form — Shows any custom form fields captured during booking.
- Notes — Shows the appointment description or notes.
- Activity — Shows the activity history and audit trail for the appointment.
The details drawer gives you a full view of any appointment without leaving the page.
Logs Tab
The Logs tab shows an audit trail of all actions performed in the Calendar section — such as creating, editing, or deleting calendars and appointments. You can filter logs by action type, entity type, user, and date range.
Restore Tab
The Restore tab lists any calendars that have been deleted. From here you can:
- Restore a calendar to make it active again.
- Permanently delete a calendar, which cannot be undone.
Quick Navigation
Use the pagination controls at the bottom of the Appointments table to move between pages. You can also change how many items are shown per page (10, 25, 50, or 100).
Use the pagination controls to navigate through your appointments.
Video Walkthrough
Watch the walkthrough below to get familiar with the Calendar section in QuantixOne.