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.Calendar Features
Event Display
Booked Events
Booked Events
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.
Potential Leads
Potential Leads
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.
Best Practices
- Regularly review the calendar for upcoming leads and bookings
- Monitor lead-to-booking conversion opportunities
- Plan follow-ups based on unbooked lead visibility
- Use the weekly view to plan staffing and resources
- Check calendar regularly for scheduling conflicts
Calendar Navigation
Weekly View
Weekly View
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
Filtering Options
Filtering Options
Filter calendar entries by:
- Booking status (confirmed/lead)
- Location
- Date range selection
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
Integration with Other Features
The calendar integrates with other Flashquotes features:- Direct access to Events dashboard
- Connection to Booking management
- Links to Invoice system
- Integration with Lead tracking
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