Calendar

Flexible, multi-level scheduling for seamless engagement.

Easily create time-specific or multi-day events with rich descriptions and links to external sessions. Whether it's a one-on-one coaching call or an organization-wide webinar, events can be scheduled at every level—by users, coaches, or admins. Each user gets their own personal calendar, with upcoming support for automatically tracking key financial milestones like paydays and due dates.

FLEXIBLE EVENT CREATION

Co-plan every moment

Coaches can add sessions straight to a client's schedule, while users set their own reminders with equal ease. From workshops to 1-on-1 check-ins, every engagement lives in one trusted place—no extra apps, no missed meetings.

PORTAL-WIDE VISIBILITY

One source of truth

The organization-level calendar flows to every corner of your portal, so teams, coaches, and clients always see the same up-to-date schedule. Less confusion, more confidence—everyone shows up prepared.

PERSONALIZED CALENDAR PAGES

Brand events your way

Spin up a dedicated calendar page in seconds and name it anything—"Events," "Sessions," or something uniquely yours. It slots right into your navigation, giving each user a branded home for upcoming activities.

RICH EVENT DETAILS

Everything in a single link

Each event bundles title, date range, time-zone support, description, and an external URL. Whether it's a video call or an in-person workshop, participants get all the context they need the moment they RSVP.

Calculators CRM