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Managing Calendars

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Shared by Swivel Support • November 14, 2024

It's time to stop jumping between calendars and your CRM - with Swivel, you can directly manage your calendar AND other user's calendars directly from the Calendar tab. 🙌


📢 ALL USERS WILL NEED TO RELINK THEIR CALENDAR & EMAIL ACCOUNT 📢


Calendar Management

When viewing the calendar tab, users can select from the user drop down to view another calendar within their account. With Microsoft or Google Integration, this view gives you a complete look into another user's day and availability making scheduling appointments or managing calendars more efficient.

managing calendars

Calendar Integration Settings Update

At next login, users will have to relink their calendar integration account through Settings. Once your account is linked, users will also be able to select from all calendars from their integration account and decide if they would like those calendar's to be integrated into Swivel.