> ## Documentation Index > Fetch the complete documentation index at: https://assembly.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Shared client calendar > Share meetings, milestones, and deadlines with clients in one calendar, with invitations, RSVPs, and reminders. > [!NOTE] > > **Template.** You can change anything about this app by describing it in its build chat. See [App templates](https://assembly.com/docs/building-new-apps/app-templates.md). Keep your team and your clients looking at the same schedule. Your team creates events and invites clients, companies, and teammates as guests. Clients see their events in your client experience, accept or decline them, and get reminders before they start. **Category:** Trackers · **Used by:** your team and your clients · **Works with:** CRM ## Features * **Month**, **Week**, and **Day** views for your team, plus a **List** of upcoming events for clients * Events with a title, date and time or **All day**, location, video call link, description, and a color * Guests: invite clients, whole companies, and teammates to any event * Repeating events: daily, weekly, monthly, or a custom pattern, ending never, on a date, or after a number of occurrences * Up to five reminders per event * Drag an event to a new time, with the option to tell guests about the change * RSVPs: clients accept or decline, and you see each guest's response on the event * Filter the calendar by guest, and keyboard shortcuts for moving around * The calendar also shows on each client's and company's page in your CRM ## How to use it ### For your team > [accordion] Create an event > > 1. Click **New event**, or click a time on the calendar. > 2. Enter the **Event title**. From a quick-create box, click **More options** to see every field. > 3. Set the start and end date and time, or turn on **All day**. New events can't start in the past. > 4. Optionally choose **Repeat**, add a location, a video call link, a color, and a description. > 5. Under **Guests**, add the clients, companies, or teammates who should attend. > 6. Under **Reminders**, click **Add reminder** to add up to five. > 7. Click **Create event**. > > An event with at least one client or company guest shows on the calendar of those clients. An event with only teammates as guests stays internal. > [accordion] Edit or reschedule an event > > Open the event and click **Edit**, make your changes, then click **Save changes**. You can also drag the event to a new time on the calendar. > > If you change the time of an event with guests, you're asked whether to tell them. Choose **Notify everyone** or **Don't notify**. When dragging, choose **Update & notify attendees** or **Update without notifying**. > > For a repeating event, choose whether the change applies to **This occurrence** or to **This and future events**. When dragging, choose **This occurrence** or **Entire series**. > [accordion] Cancel an event > > 1. Open the event and click **Cancel event**. > 2. For a repeating event, choose **This occurrence** or **This and future events**. > 3. If the event has guests, keep **Notify guests** on to tell them, and optionally add a message. > 4. Click **Cancel event**. Canceled events disappear from every calendar. > [accordion] See who's coming > > Open an event to see its guests, with **Accepted** or **Declined** next to each one who has responded. On your own calendar, events you haven't responded to show as an outline, and events you declined are struck through. > [accordion] Filter the calendar > > Click **Filters** and pick one or more guests to see only their events. Press **?** to see the keyboard shortcuts, such as **n** for a new event and **t** to jump to today. > [accordion] Change your display settings > > Open **Settings** from the app's menu to choose the **Default view** and the **Date format**. ### For your clients > [accordion] See upcoming events > > Clients see their events in **Month**, **Week**, **Day**, or **List** view. The list groups upcoming events by day, starting with **Today**. Opening an event shows its time, location, guests, and description, and **Join meeting** when it has a video call link. > [accordion] Accept or decline > > From an open event, the client clicks **Accept** or **Decline**. Their answer then shows as **Going** or **Not going**, and they can change it. For a repeating event, the answer applies to that occurrence. > [accordion] Set display preferences > > Clients can open **Display preferences** to choose their **Default view**, **Time format**, and **Time zone**. Clients can't create, edit, or cancel events. They only see events they're invited to, events for their company, and events made for them. An event made for one client never shows to the other clients in their company. ## Notifications * **When you create an event**, client and teammate guests get an email and an in-product notification. * **When you reschedule or cancel an event**, guests are notified unless you choose not to. A cancellation includes your message if you add one. * **When a client accepts or declines**, the teammate who created the event is notified. * **Reminders** go to client and teammate guests at each reminder time you set on the event. Companies you add as guests can see the event, but only clients and teammates added by name get notifications and reminders. You never get notified about your own changes. To change who's notified or what the messages say, see [Configuring notifications](https://assembly.com/docs/building-new-apps/configuring-notifications.md). ## Set it up **1. Add the template** Click **Add App** in the Dashboard sidebar. Find **Shared client calendar** under **Start from a template**, or scroll down to **Browse all apps** and pick the **Trackers** filter. **2. Try it as your team** The app lands in your sidebar as a draft. Create a test event and add your test client as a guest. **3. Check the client side** In the builder's **Client view**, pick your test client, open the event, and accept or decline it. **4. Publish it** Publish the app with visibility set to **Hidden from all people**, or on plans with custom visibility, limited to your test client. Sign in as your test client to try it in the real client experience, then make it visible to the clients who should use it. See [Launching apps](https://assembly.com/docs/building-new-apps/launching-apps.md). ## Change it with the app builder This app is a template, so you can change anything about it by describing what you want. **1. Open the build chat** Open **Shared client calendar** from your Dashboard sidebar, click its name at the top, then click **Switch to builder**. **2. Describe the change** Write what you want the way you'd ask a teammate. Say who it's for and where it shows up, such as your team's calendar or the client's event list. **3. Check the preview** The app builder makes the change and updates the preview. Switch between **Team view** and **Client view** to check both sides, and pick a client to see it as them. **4. Publish** Click **Publish** when you're happy. Until you do, your clients keep seeing the last published version. Changes people often make to this template: * "Let clients book a 30-minute call from the calendar" * "Add a Category field with Meeting, Deadline, and Milestone, and color events by it" * "Send reminders to every client in a company when the company is a guest" * "Let clients propose a new time when they decline an event" * "Show our team's tasks with due dates on the calendar" * "Add an agenda list view to the team calendar" See [Iterating on apps](https://assembly.com/docs/building-new-apps/iterating-on-apps.md) for how to describe changes well and how to go back to an earlier version. To rename the app, or change who can see it and how it notifies people, click its name at the top and choose **Rename app** or **Manage app**. ## Related > [card] [Events and RSVPs](https://assembly.com/docs/apps/events-and-rsvps.md) > > Invite clients to events and collect their responses > [card] [Client project tracker](https://assembly.com/docs/apps/client-project-tracker.md) > > Milestones and progress for each client project [View this template on assembly.com](https://assembly.com/templates/client-calendar) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.