How to create a calendar
Creating a sales calendar in Monday CRM requires activating the Calendar View on an existing board or integrating Google Calendar to sync appointments. The Calendar View shows board items organized by date, but does not allow external clients to schedule meetings. For a public scheduling link, you need to integrate a tool like Calendly. In Teeo, you describe the calendar and it's configured instantly.
How to do it in Teeo
“Create a sales calendar available Monday to Friday from 9am to 6pm with 45-minute meetings”
Your calendar is configured with available times and the link to schedule meetings.
How to create a calendar in Monday CRM: step by step
Requirements
- ·Monday's Calendar View shows board items organized by date, but it is not a meeting scheduling calendar for external clients.
- ·For external clients to schedule meetings, you need to integrate Calendly, Google Calendar, or similar tools from Monday's marketplace.
- ·The Google Calendar integration syncs appointments in real time between Monday and Google Calendar.
Log in to Monday CRM
Go to monday.com and log in to your CRM workspace.
Navigate to the meetings or appointments board
Go to the board where you record your client meetings or appointments. If you don't have one, create a new board called 'Sales Meetings'.
Add the Calendar View
In the board's views bar (top area), click the '+' button next to existing views. Select 'Calendar View' from the list of available views.
Configure the Calendar View
In the Calendar View settings, select the date column that represents the time/date of each meeting. Choose whether to view the calendar by day, week, or month.
Integrate Google Calendar for external scheduling
To allow clients to schedule meetings, go to Monday's Marketplace (user menu → Marketplace). Search for 'Google Calendar' and install the integration.
Connect your Google Calendar account
Authorize the connection between Monday and your Google Calendar account. Select the Google calendar you want to sync with Monday and define the sync direction (Monday → Google or bidirectional).
Configure available time slots
In Google Calendar, open 'Appointment slots' settings or use Google Calendar Appointments to create available time blocks Monday through Friday, 9am to 6pm, with 45-minute meetings.
Get the scheduling link
In Google Calendar Appointments, copy the scheduling page link. This is the link you will share with clients so they can book meetings directly on your calendar.
Verify the sync with Monday
Create a test appointment using the scheduling link. Verify that the meeting automatically appears in your Monday CRM board and in the Calendar View.
Frequently asked questions
Does Monday CRM have a native sales calendar feature?
Monday CRM has a Calendar View that shows board items organized by date, but it is not a meeting scheduling calendar for external clients. For prospects to book meetings directly, you need to integrate Google Calendar, Calendly, or another scheduling tool through Monday's marketplace.
How do I configure meeting duration in Monday CRM?
Monday CRM does not directly manage meeting duration. This configuration is done in the integrated scheduling tool (Google Calendar Appointments, Calendly, etc.), where you can define the duration of each available time slot.
What is the fastest way to create a sales calendar with a scheduling link?
The fastest way is with Teeo CRM. You tell the assistant: 'Create a sales calendar available Monday to Friday from 9am to 6pm with 45-minute meetings' and you receive the configured calendar with the scheduling link ready to share, without integrating external tools.