Scheduling

Scheduling calendar and manual events

Use list and calendar views, create calls and meetings, link CRM records, filter sources, connect Google Calendar, and restore deleted schedule items.

Scheduling combines three sources in one operational calendar:

  • Manual agaro schedule events
  • Public bookings created through event types
  • Read only events from connected Google Calendars

Open Scheduling from the sidebar. Managers and Super Admins can view the workspace calendar. Other permitted users normally see their own scope.

List and calendar views

Use the view control to switch between a list and the full calendar board. The same filtered data appears in both.

Available filters include:

  • Status
  • Client
  • Lead
  • Source, All, Manual events, Event bookings, or Google Calendar
  • Start date
  • End date

Use source filtering before editing. Public booking and Google rows are read only in Scheduling, while manual events can be changed by an authorized user.

Create a manual event

Select New event or choose an empty time on the calendar. Enter:

  • Title
  • Type, Call, Meeting, Demo, Follow up, Deadline, or Task
  • Date and start time
  • Duration
  • Status
  • Optional client
  • Optional lead
  • Notes

Manual events can be Upcoming, Completed, or Cancelled through the form. Missed is a system derived status and is not offered as a manual edit choice.

Link the client or lead when the event belongs to a CRM relationship. This makes filtering and follow up easier than placing the company name only in notes.

Edit or delete a manual event

Select a manual event to open its edit dialog. Update the fields and save. Use Delete when the event should leave the active schedule.

Deleted manual events move to Scheduling → Recently deleted. Restore the original record there instead of recreating it.

Understand booking rows

Bookings from public event types appear alongside manual events. Their booking status is mapped into the scheduling status view:

Booking stateScheduling display
Pending, Confirmed, RescheduledUpcoming
CancelledCancelled
No showMissed

Selecting a booking opens read only booking detail rather than the manual event editor. Manage its policy and public behavior through the related Event Type.

Connect Google Calendar

Use the Google Calendar connection panel on Scheduling or Account Settings → Integrations. The workspace deployment must have Google Calendar configured, and your account must have Scheduling access.

Enabled connections contribute upcoming provider events to the agaro calendar. These rows carry a Google source label and open read only detail. Edit them in Google Calendar.

An Event Type can also use selected connected calendars for availability conflict checks.

Workspace synchronization controls

Super Admins can see workspace calendar synchronization status and controls when that integration is available. Personal connections and workspace application configuration are separate. A personal Google account connection does not grant every user access to that calendar.

Event Types

Select Event Types in the Scheduling page header to manage public booking pages. Event Types control availability, booking questions, confirmation, appearance, payments, seats, recurring behavior, cancellation policy, privacy, and webhooks.

See Event Types and public booking.

Troubleshooting

A booking shows as Cancelled under Upcoming

Refresh the page. The current mapping places Cancelled bookings in the Cancelled filter and No show bookings in Missed.

A Google event is missing

Confirm the personal connection is enabled, provider credentials remain valid, and the event is within the upcoming fetch window. Provider fetch errors do not take down the Scheduling page.

I cannot edit a calendar row

Booking and Google sourced rows are read only here. For a manual event, check your role, record scope, and workspace read only state.

Recently deleted is empty after deletion

The deleted item may belong to another user scope or may not be a manual ScheduleEvent. Public bookings and provider events use their own lifecycle.