Calendar Settings: Configuring Calendar Preferences
Overview
The Calendar Settings section allows administrators to manage how scheduling categories and calendar integrations work within the platform. These settings help teams organize scheduled activities and synchronize their calendar with external tools.
From the Calendar settings tab, administrators can:
Sync the system calendar with Google Calendar
Create categories to organize calendar events
Visually differentiate events using colors in the calendar
Manage email templates linked with the categories
Manage scheduling preferences used by the platform
Accessing Calendar Settings
To manage categories:
Go to Settings from the left menu
Click on the Calendar tab
Where Calendar Categories Are Used
Users can schedule meetings/events from:
CRM (while creating a new lead)
Schedule tab → Click “New” → Select "New Task/Event"
While scheduling, users must select a category, which controls:
The type of meeting (e.g., Design Meeting, Maintenance)
The automated email was sent to the client linked to each category
Example
If a user selects “Maintenance & Repair”:
The system schedules the meeting
Automatically sends a predefined email related to that category
Calendar Category List Overview
Users will see a list of all meeting categories with the following columns:
Color: Helps visually identify categories in the calendar
Name: The category name (e.g., Design Meeting, Inspection)
Email Template: Option to View/Edit the email sent when this category is used
Date Created
Created By
Status (Toggle)
ON → Category is visible while scheduling
OFF → Category is hidden
Actions (Edit only)
Categories cannot be deleted, only edited
Add New Category
To create a new meeting category, click the “Add Category” button
What you can configure in a category
Task/Category Name
Calendar color (Zevbit Calendar will show the meeting in the selected color)
Default task name (example: “Estimate with @client name”)
Auto-add client as attendee toggle
Auto-use project address as location toggle
Default description
Email automation options
You can toggle on:
Booking confirmation email to the client, to send that on the toggles below
Set up default email template (if on, can edit the email template after clicking the Next button)
Include Decline/Confirm buttons (If on, it will add the button in the email so the user can confirm their availability for the meeting)
Reminders (email reminder, hours/minutes before meeting)
“Mark as Complete” email template automation (if on, can edit the email template after clicking the Next button)
Access control (which team members can use the category)
Email templates
Logo positioning, subject, signature (also supports shortcodes pulling from company profile)
Dynamic shortcodes for client name/date/location/company name etc. To add the shortcode, type "@" and it will show all the available shortcodes in ZevBit.
Contractor Tip:
Create 3 categories first:
Site Walk
Estimate Review Call
Design Meeting
That covers most jobs.
Edit Category
Click the pencil icon in the action column to edit a category
Email Template for Categories
Each category has an associated email template.
How It Works
Click View/Edit under the column named Email Template
A pop-up will appear with:
Email subject
Logo position
Email body (with editor)
Email signature
Multiple Templates
If multiple templates exist, which are "Booking Confirmation Email (To Client)" & "Marked As Complete Email."
Use Next to switch between them
Changes are saved when moving forward
These templates are automatically sent when the category is selected during scheduling.
Google Calendar Sync
The Calendar tab also includes a Sync with Google Calendar option.
How It Works
Click Sync Google Calendar
Sign in with your Google account
Grant access
Result
Your Zevbit calendar syncs with Google Calendar
Scheduled events in ZevBit will reflect across both platforms
Search Functionality
Use the search bar to quickly find a category by name
Summary
The Calendar tab helps you:
Organize meetings using categories
Automate client communication
Visually manage schedules with colors
Sync schedules with Google Calendar
By properly setting up categories, you ensure efficient scheduling, clear communication, and better organization of all meetings and events.