Users can access their full calendar from the Calendar tab in the left navigation menu.
The calendar provides multiple views to help you manage and review appointments at different levels of detail.
You can drag and drop appointments in any view to change the date or time.
Calendar Display Settings
Customize how your calendar looks by adjusting the Settings gear icon on the Calendar page. The settings drawer opens on the right side of the screen and saves your preferences automatically.
You can customize :
Start of the week — Choose which day your calendar begins on
Visible Working Hours — Set the hours you typically work (for example, 9 AM–5 PM) to focus your calendar on the times you use most often
Visible Days — Choose which days of the week appear on your calendar. For example, you can hide weekends or only display specific workdays
Calendar density — Control how much information appears on the screen
Reset Settings — Use Reset to Defaults to restore original calendar settings at any time
Calendar settings are saved per user, meaning changes only affect your own calendar experience.
To access Calendar settings:
Navigate to the Calendar tab
Select the Settings (gear) icon
Update your preferences
Changes apply immediately.
🔍 Tip: Calendar display preferences also apply to printed calendars where supported.
Choose Your Calendar Start Day
Select which day your calendar week begins.
Available options:
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Your selected start day will also apply to printed calendars.
You can also select and unselect days of the week to show only specific days on your calendar when in week view as well as adjust what hours are visible on your calendar view
Adjust Calendar Density
Calendar Density controls how much spacing appears between appointments and how much information is visible on screen. Choose the option that best fits your scheduling style:
Compact
Display more appointments and hours on screen with less spacing.
Best for:
Busy schedules
High appointment volume
Viewing more information at once
In Week View, Compact displays:
Appointment name
Owner initials
Location details are hidden to keep crowded schedules easier to scan.
Comfortable
Provides balanced spacing and visibility for everyday calendar use.
Best for:
Standard calendar management
A balance between readability and visibility
Spacious
Adds more spacing around appointments to make schedules easier to read.
Best for:
Detailed scheduling
Lower appointment volume
Users who prefer additional spacing between appointments
Calendar Views
Swivel offers Day, Week, and Month views so you can review appointments at different levels of detail.
Month View
Density settings adjust:
Day cell size
Number of visible appointments before displaying +N More
Day View
Day View displays the most appointment detail, including:
Appointment name
Location
Associated contact(s) with links to contact records
Appointment status
Links to each contact’s Swivel Summary
📌 Note: Contact names on calendar event tiles now appear as plain text. Click the event to open the appointment details panel, then navigate to the contact record from there.
To update an appointment status:
Select the appointment status badge
Choose a new status from the dropdown
🔍 Tip: Selecting No Status removes the status indicator from appointments such as travel or informational events.
Week View
Week View displays appointments across a full week for easier schedule planning.
Selecting an appointment opens additional details, where you can:
View appointment information
Access linked contacts and Swivel Summaries
Edit the appointment
Month View
Month View provides a high-level overview of scheduled appointments across the month. Appointments display a condensed appointment name.
Select an appointment to:
View appointment details
Access linked contacts and Swivel Summaries
Edit the appointment
The number of appointments visible within each day may vary depending on the selected Calendar Density setting.
Print Your Calendar
Select the Printer icon to print your calendar from any view.
Printed Day and Week calendars reflect your selected Calendar Density settings.
Printed Month calendars use standard spacing.
🔍 Tip: Calendar display settings are personal preferences. Adjust Density, Start Day, working hours, visible days, and color settings to create the view that best fits how you manage your schedule.
Multiple Calendars
When you have multiple calendars selected in the sidebar, you can choose how they display. Navigate to Calendar settings > Events > Multiple calendars to select your preferred option.
Overlay — The default setting. All selected calendars display together in a single combined view. This is helpful when you want a compact view of everyone's schedule in one place.
Side by Side — Each selected user gets their own column with a name header in Day and Week view. Appointments, events, and tasks appear in the correct person's column, making it easier to compare schedules at a glance.
📌 Note: Side by side view is available in Day and Week views only. Month view is unchanged regardless of this setting.
🔍 Tip: Use Side by side view alongside Color Events By User to get the clearest picture of multiple advisors' schedules at once.
Color Events By
You can choose how calendar events are color coded. Navigate to Calendar settings > Events > Color events by to select your preferred option.
Type — The default setting. Events are colored by appointment type, matching your existing appointment type color coding setup.
User — Each user in the calendar sidebar is automatically assigned a color from a 10-color palette. This is useful when overlaying multiple advisors' schedules to quickly tell which appointment belongs to which user.
You can click the color dot next to any user's name in the sidebar to customize their color. Select Reset to default inside the color picker to revert back to the auto-assigned color.
🔍 Tip: Color preferences are saved per viewer and follow you across devices. Two users can see the same coworker as different colors without affecting each other.
Collapsible Sidebar and Fullscreen View
Collapsible Sidebar
Click the round toggle on the edge between the mini calendar panel and the main calendar grid to collapse the sidebar. The calendar expands to fill the space automatically. Your collapsed or expanded preference is remembered across sessions
Fullscreen Mode
Click the expand icon next to the Settings gear to expand the calendar to fill the entire browser window, hiding the app navigation and sidebar. Exit fullscreen by clicking the same button again or pressing Esc on your keyboard. Fullscreen works with both Overlay and Side by side modes
📌 Note: Printed PDFs still render events at full width regardless of your overlapping events or fullscreen settings.