Calendar — SOP
How this module works — Generated 21 Aug 2026
A hub view of everything scheduled across the agency — follow-ups, task due-dates, invoice due/paid dates, proposal expiries, and scheduled social posts, all pulled into one grid.
Sections
📅 Month
Full month grid — every follow-up, task, invoice, proposal, and post at a glance.
📆 Week
Hour-by-hour view across 7 days — good for seeing exactly when things are scheduled.
📋 Day
One day, broken into half-hour slots — the most detailed view for a packed schedule.
☰ Agenda
A scrollable list of upcoming events, searchable by title or lead name.
Step-by-Step Workflow
1
Pick a view — Month, Week, Day, or Agenda — depending on how much detail you need.
2
Click any event pill to see its full detail — company, status, notes, and quick actions.
3
Use the + Quick Add button to create a new event without leaving the calendar.
4
Check AI Suggestions in the sidebar for prioritized scheduling tips based on overdue items.
5
Use the Client or Team Member filters to scope the calendar down to one person or account.
Connections
🔗 Leads
Follow-up dates auto-populate as calendar events — no manual entry.
🔗 Tasks
Due dates auto-populate from the Team module.
🔗 Invoices
Due and Paid dates auto-populate — mark an invoice paid straight from its calendar event.
🔗 Proposals
Expiry dates auto-populate, plus an Extend Validity action (now properly handled in ProposalController).
🔗 Content Ideas (Social AI)
Scheduled posts auto-populate on their scheduled date.
🔗 Team / Goals / Projects / Leave / Vendor Payments
5 modules write calendar events directly (task/goal/project/milestone due-dates, approved leave, vendor payment reminders) — broadcast-enabled since Phase C, so they appear live without a refresh.