Calendar

See who is on the lot, when test drives happen, and what meetings block the desk.

Purpose

Calendar unifies time-based work — test drives, finance interviews, delivery appointments, and internal meetings — so BDC and sales do not double-book.

Setup

1. Set business hours under Settings → Business (drives slot suggestions).
2. Connect user profiles with correct timezone (dealership local).
3. Train staff to create events from lead/customer records when possible.

Daily workflow

1. Open Calendar morning stand-up view (day or week).
2. Book test drive — links customer + unit; sends reminder when SMS/email configured.
3. Drag reschedule when buyer no-shows — log outcome on related task.
4. Delivery appointments — tie to deal status “scheduled delivery”.

Key fields

Permissions

• Sales / BDC — create events on own calendar; view team if enabled.
• Manager — all calendars read; edit any event.

Canadian notes

• Test drive agreements — capture licence scan and insurance confirmation outside or via your process; calendar event is scheduling only.
• Winter hours and holiday closures — update business hours so online booking (if enabled) respects them.

Related

• Test drives
• Tasks
• Follow-ups
• CRM / Leads