See What's Coming, Plan What's Next
A calendar is more than a list of dates. In business, it's a planning tool that shows when things need to happen. From scheduled calls with prospects to invoice due dates, a business calendar consolidates time-sensitive items so you can prepare in advance and never be caught off guard.
What is a Business Calendar?
A business calendar aggregates scheduled events, deadlines, and activities from across your operations into a unified view. Unlike a personal calendar that tracks meetings and appointments you create manually, a business calendar can pull data from multiple sources automatically, showing you a complete picture of what's coming up.
This means invoices due next week, scheduled sales calls, and outstanding payables all appear in one place, even though they originate from different parts of your business management system.
Why Business Calendars Matter
Time-based information scattered across modules is hard to manage. You might remember you have a client call scheduled, but forget about the invoice due the same day. You might be aware of a payable coming up but not realize it coincides with a busy sales week.
A centralized calendar solves this by presenting everything chronologically. You can look at a week and see what demands your attention, identify conflicts, and plan accordingly.
Types of Events on a Business Calendar
Business calendars typically include:
- Scheduled activities like calls, meetings, and follow-ups
- Due dates for invoices, payables, and other financial items
- Deadlines for tasks, projects, and deliverables
Business Calendar in Officaid
Officaid's Calendar module displays activities and financial deadlines from across your account. You can see deal activities you've scheduled, outstanding invoices that need follow-up, and payables coming due. All of this appears on a familiar calendar interface that you can view by month or as a list.
This integration means you don't need to manually add calendar entries for things Officaid already knows about. When you schedule a call in a deal, it appears on the calendar. When an invoice is issued with a due date, that date shows up automatically.
Frequently Asked Questions
Yes. Officaid's Calendar shows business events from your Officaid data. It doesn't sync with external calendar apps like Google Calendar or Outlook. Use it alongside your personal calendar to get both business operations and personal appointments covered.
The Calendar displays events generated from other modules like Sales and Finance. To add activities, create them within the relevant module, such as adding a deal activity in the Pipeline.
All Officaid users have access to the Calendar module. The events you see depend on your access permissions to the underlying modules like Sales and Finance.
What's Next?
Learn how to use Officaid's Calendar:
- Understanding the Calendar - See how the calendar works in Officaid
- Navigating the Calendar - Learn to move through dates and views
- Filtering Calendar Events - Control what events appear