Calendar Module

- What the Calendar Module
 

The Calendar Module is not just a date view or scheduling screen.

It is a time-based orchestration layer that connects:
 

• People (team members)

• Customers

• Tasks (missions)

• Meetings (appointments & Zoom)

• Business hours

• Automations

• External calendars (Google)
   

In simple terms:
 

Calendar = The time-dimension of your entire system

While other modules manage data, the Calendar manages when things happen.



 

- Core Business Purpose
 

The Calendar Module exists to solve:
 

• Missed meetings

• Overlapping schedules

• Poor team coordination

• Scattered tasks across modules

• Lack of visibility into daily work

• Manual scheduling errors

• No central view of work commitments
   

It provides one single visual timeline for everything time-related in the organization.


 

- Design Philosophy
 

The Calendar Module is built around 5 key principles:
 

1. Unified Time View

2. Role-Aware Scheduling

3. Customer-Linked Events

4. Task Visibility

5. Automation-Ready Scheduling
    

Every event shown in the calendar serves an operational purpose, not just visual decoration.

 

-  Calendar Data Flow (System-Level)
 

1️⃣ Data Aggregation Layer
 

The calendar does not store its own events.
 

Instead, it pulls events from multiple modules:


Source                          Event Type

Appointments              Mettings
Zoom_mettings           Zoom calls
Missions                      Tasks
Misisons_a                  Recurring tasks

This makes the Calendar a read-optimized aggregation layer, not a data silo.


 

2️⃣ Time-Window Based Loading
 

Calendar events are never fully loaded.
 

Instead:
 

• Only events within the visible date range are fetched

• Reduces load

• Improves performance

• Enables real-time updates
   

This is why start_date and end_date are mandatory.



 

3️⃣ Role & Team Filtering
 

Events are filtered by:
 

• Organization

• Team member selection

• Permissions
   

This ensures:

✔ Privacy
✔ Clean views
✔ No unnecessary clutter
 

Admins see everything.
Team members see only what matters to them.


 

- Business Hours Intelligence
 

The Calendar respects company working hours.
 

Business hours:
 

• Define allowed scheduling times

• Control calendar grid range

• Visually highlight working periods

• Prevent scheduling during leave days
   

This turns the calendar from a simple grid into a business-aware scheduler.


 

- Event Types – Why They Matter
 

- Appointments / Meetings
 

Purpose:

Customer-facing or internal meetings.
 

Why they exist:
 

• Sales calls

• Client meetings

• Internal discussions
   

Key Behavior:
 

• Single team member assignment

• Optional address

• Automation triggers

• Google Calendar sync
   

Appointments are time-critical commitments.


 

-  Zoom Meetings
 

Purpose:

Remote meetings with internal or external participants.
 

Why separate from appointments:
 

• Multiple team members

• Folder/list association

• Subject-driven meetings

• Integration flexibility
   

Zoom meetings reflect collaborative time blocks, not just one-on-one meetings.


 

- Missions (Tasks)
 

Purpose:

Tasks that must be done by a certain date/time.
 

Why they appear in calendar:
 

• Tasks are time-dependent

• Deadlines are commitments

• Visibility prevents overdue work
   

Calendar missions turn task management into time management.


 

- Recurring Missions
 

Purpose:

Automate repetitive work scheduling.
 

Examples:

• Weekly follow-ups

• Monthly reports

• Periodic maintenance tasks
   

They ensure:

✔ Consistency
✔ No manual repetition
✔ Reliable task creation

 

- Mission Sidebar – Why It Exists
 

The sidebar exists to answer one critical question:
 

“What should I do now, and what is already late?”

It separates:
 

• To-Do Missions → Upcoming

• Outdated Missions → Overdue
   

This creates urgency visibility without cluttering the calendar grid.


 

Visual Language (Color & Layout)
 

Colors are not cosmetic.
They communicate priority and status instantly.

Blue Color =  Normal
Red  Color = Urgent
Green Color = Completed
Yellow Color = Pending
Custome Color = User-defined importance

This allows at-a-glance understanding.
 

- Duplication & Time Efficiency
 

Duplicating events exists to:
 

• Save time

• Avoid re-entry

• Maintain consistency
   

Common use cases:
 

• Weekly meetings

• Follow-up calls

• Repeat Zoom sessions
  
  
   

  - Export & Reporting
   

  Calendar export exists for:
   

• Management reporting

• Workload audits

• Exports reflect exactly what is visible, maintaining context.
  
  
  
   

  - Module Interconnections (Why Calendar Is Central)
   

  - Missions Module
   

• Deadlines become calendar events

• Task completion updates calendar

• Recurring logic feeds calendar
   

• - Customers Module
   

• Every meeting can be customer-linked

• Customer context shown in tooltips

• Customer journey tracked via events

• Event creation → notifications

• Event cancellation → alerts

• Zero manual follow-ups
   

• - Documents & Sales (Indirect)
   

• Meetings drive deals

• Calendar impacts revenue indirectly
   

• - Google Calendar
   

• External visibility

• Mobile access

• Personal productivity sync
  
  
   

  - Permissions & Control
   

  Calendar respects:
   

• User roles

• Team ownership

• This ensures:
  
  ✔ Security
  ✔ Accountability
  ✔ Clean collaboration
  
  
   

  - One-Line Definition (You Can Use This)
   

  The Calendar Module is the central time-management engine that unifies meetings, tasks, and team schedules into a single, intelligent, business-aware timeline.