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Overview

The Calendar in Flashquotes provides a comprehensive visual overview of your upcoming events and leads. It serves as both an event management tool and a lightweight CRM, helping you track both confirmed bookings and potential business opportunities.

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Calendar Features

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Event Display

Confirmed bookings appear as solid blocks and include:
  • Event date and time
  • Client information
  • Quick access to event details
Click any booked event to view a slide-out panel with event details or access the full event editing interface.
Unbooked leads appear as dashed-line blocks and show:
  • Requested date
  • Lead information
  • Quote status
This visualization helps identify follow-up opportunities with leads who have received quotes but haven’t confirmed bookings.

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Best Practices

  1. Regularly review the calendar for upcoming leads and bookings
  2. Monitor lead-to-booking conversion opportunities
  3. Plan follow-ups based on unbooked lead visibility
  4. Use the weekly view to plan staffing and resources
  5. Check calendar regularly for scheduling conflicts

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Calendar Navigation

The calendar displays your schedule in a weekly format, showing:
  • All events for the current week
  • Quick navigation to previous/next weeks
  • Date selection for jumping to specific weeks
  • Clear visual distinction between booked events and leads
Filter calendar entries by:
  • Booking status (confirmed/lead)
  • Location
  • Date range selection

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Calendar Management

Access the calendar at Events → Calendar to:
  • Block calendar dates to prevent inquiries
  • View upcoming events and leads by date
  • Filter by location

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Integration with Other Features

The calendar integrates with other Flashquotes features:

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Next Steps

After mastering the calendar view:
  • Learn about invoicing
  • Set up regular reporting schedules
  • Establish follow-up protocols for unbooked leads
  • Create resource planning workflows