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How to setup Calendar perferences in Zoho CRM

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Setting up your Zoho CRM calendar preferences properly helps you plan meetings, track calls and avoid double bookings. This guide walks through customising your calendar to suit your working hours, reminder needs and availability.

How to set calendar preferences

1. Access your Zoho CRM calendar

  1. Log in to Zoho CRM.
  2. Click the calendar icon in the top right.
  3. Choose a view: Day, Week or Month.

2. Open Calendar Preferences

  1. Click Options > Preferences.

3. Customise your calendar settings

General settings

  • Days in week view: show only weekdays or include weekends.
  • Week starts on: select which day your week begins, for example Monday.
  • Day starts / ends at: define your working hours.
  • Weekly holidays: set one or two days off, such as Saturday and Sunday.

Activity display

  • Choose to view only meetings, only calls, or both.
  • Set default durations for meetings and calls.
  • Hide past meetings after a set number of days.
  • Hide meetings you have declined.

Sync with external calendars

If you use an external calendar, such as on iOS or Mac, enable CalDAV access to sync your Zoho CRM calendar with those platforms.

Manage unavailability

Block time for external events using integrations with Zoho Calendar, Zoho Recruit or Google Calendar. This helps prevent double booking and keeps your CRM calendar accurate.

Meeting audio preferences

Choose how you join meetings hosted through Zoho Meeting:

  • Use Zoho’s built in audio.
  • Use your own conferencing service.

Reminders

Choose when to be notified before a meeting, such as 5, 15 or 30 minutes in advance. For all day meetings, you can set reminders for the same day, 1 day before, 2 days before, or 1 week before. You can also turn off email reminders if you prefer pop-up alerts only, and choose to be notified when a meeting is assigned to you.

4. Save your preferences

Once everything is set, click Save.

Tips

  • Sync your CRM calendar with Google or Outlook to avoid scheduling conflicts.
  • Review your weekly view regularly to spot overloaded days early.
  • Enable CalDAV if you want to access your CRM calendar on Apple devices.
  • For all day events, set reminders further in advance so you stay prepared.

Frequently asked questions

Can I sync my Zoho CRM calendar with my iPhone or Mac?

Yes. Enable CalDAV access in Calendar Preferences to sync your Zoho CRM calendar with Apple devices.

Can I hide meetings I have declined?

Yes. Calendar Preferences includes an option to hide declined meetings from your view.

How do I stop double reminders for all day events?

Set a single reminder timing for all day meetings, such as one day before, and turn off email reminders if you only want pop-up alerts.

Need help?

Need help configuring your Zoho CRM calendar preferences? Contact support@thoughtlogik.com or see our Zoho implementation services.

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