How to Use the Calendar Tab in BIGContacts

The Calendar Tab in BIGContacts helps you manage meetings, tasks, and team schedules efficiently. It provides three primary views—Day, Week, and Month—so you can plan and track your activities in a way that suits your workflow.
 

Below is a brief video to give you a great overview of the Calendar Tab.

Why Use the Calendar Tab?

• Stay Organized – View meetings, tasks, and team schedules in one place, reducing missed appointments.

• Manage Team Availability – Select specific team members' calendars to coordinate schedules efficiently.

• Improve Productivity – Quickly access daily, weekly, or monthly views to plan without switching between different tools.

How to Access and Use the Calendar Tab

The Calendar provides three primary views: Day, Week & Month. It can be accessed as follows:

1. Navigate to the 'Calendar' tab and select your preferred view from the top bar.

   2. In the bottom right corner, you will see a field labeled "Team Members." Here, you can select the team members you want to view on the calendar. Select that person from the list to see only one team member. To quickly select or clear all team members, click the "Select all" or "Clear all" buttons.

   3. After selecting the desired team members, click the "Apply" button to update the calendar.

Adding Meetings, Tasks, and To-Dos

You can create meetings, tasks, or to-dos directly from the Calendar without navigating to another page.

Method 1: Use the Add Event Button

1. Click the Add Event button at the top of the calendar.

2. A Create Event sidebar will open on the right side of the screen.
    

Method 2: Click on a Specific Date

1. Click on any specific date within the calendar (Day, Week, or Month view).

2. The same Create Event sidebar will open automatically for that selected date.

Creating an Event from the Sidebar

Within the sidebar, you can:

• Select the event type: Meeting, Task, or To-Do

• Choose a Title from predefined options (e.g., Initial meeting, Follow-up meeting, etc.)
  or

• Enter a new title manually. Any new title entered will be added and available for future use.

• Add additional details such as participants, location, recurrence (for meetings), date, and time.

• Click Save to add the event to your calendar.

The event will immediately appear in your selected date within the Calendar view.

Understanding Calendar Views

• Day View – Displays meetings and tasks separately to help you focus on your daily schedule.

• Week & Month Views – Meetings appear at the top of each day, while tasks are shown below, allowing for easy weekly or monthly planning.

• Meeting Quick Actions – In Day view, hovering over a meeting reveals additional event management options.

Filter by Event Type

To make your calendar view more focused, use the Event Type filter available in the right-side panel. This option allows you to control which types of activities are visible on your calendar.

Simply check or uncheck the event categories you want to display:

• Meetings

• Tasks

• To-Dos

• Birthdays

Once selected, only the chosen event types will appear in your calendar view.

BIGContacts’ calendar is designed to keep your schedule structured and your team aligned.  Please contact our support team if you encounter any issues or questions.