Calendar
Calendar
Booking, availability, round-robin, and external calendar sync.
Concepts
- Calendar — a bookable resource (per-user, per-team, or shared).
- Availability rules — recurring windows of when slots are offered, plus blackouts.
- Pool — a round-robin or load-balanced collection of hosts for shared calendars.
- Booking — a confirmed appointment, optionally bound to a contact, opportunity, and external calendar event.
External sync
Connect each host's calendar from Settings → Calendar Sync:
- Google Calendar — OAuth, full bi-directional sync.
- Microsoft 365 Personal — OAuth, full bi-directional sync.
- Microsoft 365 Enterprise — Requires admin consent for
Mail.Sendpermission so invite emails can deliver. See the dashboard's enterprise setup checklist.
All booking creation goes through POST /api/v1/calendar/bookings/create — never insert booking rows directly. The endpoint handles host resolution, calendar sync dispatch, cross-campaign removal, workflow triggers, and invite emails.
Bookings are auto-confirmed
All bookings created through any path are auto-confirmed (status: 'accepted'). The requiresConfirmation setting is intentionally ignored — it caused too many missed appointments when callers had to do a second confirmation step.