Main calendar
See every meeting your team and your AI agent have booked, add meetings by hand, and record whether people showed up.
Opening Calendars › Main Calendar, switching views and users, adding a meeting by hand, editing a booked meeting and marking it Attended or No-Show.
The Main Calendar shows every meeting in your account in one place: meetings your AI agent booked during calls and texts, meetings leads booked on your booking page, and meetings you add yourself. Use it to check what's coming up, reschedule, and record whether each meeting actually happened.
Meetings are booked against an availability, which sets the bookable hours, slot length and who gets assigned. To set those up, see Availability.
Before you start
- You need at least one availability so the agent and your booking page have times to offer. See Availability.
- If you also use Google Calendar, Calendly or GoHighLevel, connect them first so their meetings show here too. See Integrations.
Open the calendar
- In the top navigation, click Calendars › Main Calendar.
- The calendar opens on the current period. The left panel shows a small date picker and a list of Upcoming Events.
- Use Today, and the back and forward arrows, to move through time.
- Use Calendar View: to switch between the daily, weekly and monthly layouts.
- Use Users: to show the meetings of one team member.
The header also shows Total Attended for the period you're looking at.
Calendars › Main Calendar in the weekly view with several booked meetings, the Upcoming Events list on the left, and the Calendar View and Users dropdowns in the header.
Add a meeting by hand
- Click Add New Event at the top of the left panel.
- In the Add Meeting window, fill in the details (see Settings explained).
- Add the people who should attend under Participants. You can pick team members or contacts from the list, or type an email address or phone number.
- Click Save.
The Add Meeting window with Title, Start, Duration, Assigned To and Participants filled in, and the Email Reminders and Text Reminders toggles visible.
Edit a meeting or record the outcome
- Click the meeting on the calendar, or in the Upcoming Events list.
- The Edit Meeting window opens.
- Change the time, participants or reminders as needed.
- Set Status to Attended or No-Show once the meeting has taken place. New meetings start as Booked.
- Click Update.
To remove a meeting, open it and click Delete.
The Attended count on this screen, and the meeting figures in Lead statistics, use the status you set here. Marking meetings as Attended or No-Show keeps those numbers accurate.
Settings explained
| Field | What it does |
|---|---|
| Title | The meeting name shown on the calendar. |
| Contact Detail / Contact Source | The contact the meeting is with, and where that contact came from. |
| Start | The date and time the meeting begins. |
| Duration | How long the meeting lasts. |
| Status | Booked, Attended or No-Show. |
| Assigned To | The team member who owns the meeting. |
| Participants | Team members, contacts, email addresses or phone numbers to invite. |
| Email Reminders | Sends email reminders to participants before the meeting. |
| Text Reminders | Sends text reminders. Text reminders currently work for US and Canada phone numbers only. |
| Meeting link | The video call link for the meeting, if the availability provides one. |
| Reminder Info | Extra details included with the reminders, such as dial-in instructions. |
| Note | An internal note about the meeting. |
Common questions
Who is a meeting assigned to when the AI books it? Meetings booked by the agent or on your booking page are shared out among the users listed under Users For Meeting Assingnment on the availability, in turn. See Availability.
Why can't the agent book a meeting for today? Same-day bookings are off unless Same day meeting is turned on under AI › Configure. See AI settings.
I deleted a meeting here. Is it removed from Google Calendar too? If the meeting came from a connected Google Calendar, deleting it in Bigly also removes it there. See Google Calendar.