🧭 Overview

The calendar view now gives you more control over how it looks and what you can do with it. A new Calendar view settings panel brings your display preferences together in one place, export lets you take the exact view you're looking at out of the product, and filters and event colors are easier to work with. These are display and workflow improvements only. Availability, booking rules, and what customers see on your booking page don't change.

🚀 What's New?

✅ Calendar view settings, one click away

Open the more options (3 dots menu ⋮) menu next to Manage view in the calendar toolbar and select Calendar view settings to open a single panel for your display preferences. Your choices are saved for the next time you open the calendar.

✅ Preferences you can tune

• View appointments in: Show times in the timezone you choose throughout your calendar screens. It also applies to your appointment-related emails. Note : This setting is just for you and doesn't affect availability, how others book, or the preferences for other team members or customers.
• Default grid interval: Choose how granular (15,30,60 min) the day and week grids are on the calendar view.
• Grey out hours outside working time: Shade non-working hours for each staff member using their schedules for that date.
• Hide empty rows and columns: Keep the view focused on booked resources and hide the ones without any appointments.
• Show buffer time: See buffer time before and after staff appointments wherever a slot is blocked by buffers.

✅ Timezone now lives with your other view settings

The "View in timezone" setting moved out of Meetings Preferences and the Services/Rentals Global Settings. Any timezone you set before carries over automatically.

✅ Staff colors for admins

Admins get a Staff colours tab to recolor how appointments for the staff members look.

✅ Color events by calendar, service, or staff

Choose whether the event tile is filled with the calendar/service color or the assigned staff color. The other color shows on the tile's left strip.

✅ A wider color strip

The left color strip is wider, so you can tell which staff member or calendar an event belongs to at a glance.

✅ Export what you're looking at

From the same more options (⋮) menu, choose Export to PDF or Export to CSV to export the current view with the same filters and date range.

🧩 How to Use It

• On the unified calendar, open the more options (⋮) menu next to Manage view and select Calendar view settings to adjust your preferences.
• Admins can open the Staff colors tab to recolor staff.
• To export, open the same menu and choose Export to PDF or Export to CSV.

🎯 Why This Matters

• Everyone can shape the calendar to the way they scan it, without digging through calendar configuration.
• Accurate shading means empty time never looks bookable when it isn't.
• Exporting the exact view you're looking at makes it easy to share schedules or work with the data elsewhere.
• Staged filters let you preview a selection before the live calendar changes.

🧭 Overview

The calendar view now gives you more control over how it looks and what you can do with it. A new Calendar view settings panel brings your display preferences together in one place, export lets you take the exact view you're looking at out of the product, and filters and event colors are easier to work with. These are display and workflow improvements only. Availability, booking rules, and what customers see on your booking page don't change.

🚀 What's New?

✅ Calendar view settings, one click away

Open the more options (3 dots menu ⋮) menu next to Manage view in the calendar toolbar and select Calendar view settings to open a single panel for your display preferences. Your choices are saved for the next time you open the calendar.

✅ Preferences you can tune

• View appointments in: Show times in the timezone you choose throughout your calendar screens. It also applies to your appointment-related emails. Note : This setting is just for you and doesn't affect availability, how others book, or the preferences for other team members or customers.
• Default grid interval: Choose how granular (15,30,60 min) the day and week grids are on the calendar view.
• Grey out hours outside working time: Shade non-working hours for each staff member using their schedules for that date.
• Hide empty rows and columns: Keep the view focused on booked resources and hide the ones without any appointments.
• Show buffer time: See buffer time before and after staff appointments wherever a slot is blocked by buffers.

✅ Timezone now lives with your other view settings

The "View in timezone" setting moved out of Meetings Preferences and the Services/Rentals Global Settings. Any timezone you set before carries over automatically.

✅ Staff colors for admins

Admins get a Staff colours tab to recolor how appointments for the staff members look.

✅ Color events by calendar, service, or staff

Choose whether the event tile is filled with the calendar/service color or the assigned staff color. The other color shows on the tile's left strip.

✅ A wider color strip

The left color strip is wider, so you can tell which staff member or calendar an event belongs to at a glance.

✅ Export what you're looking at

From the same more options (⋮) menu, choose Export to PDF or Export to CSV to export the current view with the same filters and date range.

🧩 How to Use It

• On the unified calendar, open the more options (⋮) menu next to Manage view and select Calendar view settings to adjust your preferences.
• Admins can open the Staff colors tab to recolor staff.
• To export, open the same menu and choose Export to PDF or Export to CSV.

🎯 Why This Matters

• Everyone can shape the calendar to the way they scan it, without digging through calendar configuration.
• Accurate shading means empty time never looks bookable when it isn't.
• Exporting the exact view you're looking at makes it easy to share schedules or work with the data elsewhere.
• Staged filters let you preview a selection before the live calendar changes.

🧭 Overview

The calendar view now gives you more control over how it looks and what you can do with it. A new Calendar view settings panel brings your display preferences together in one place, export lets you take the exact view you're looking at out of the product, and filters and event colors are easier to work with. These are display and workflow improvements only. Availability, booking rules, and what customers see on your booking page don't change.

🚀 What's New?

✅ Calendar view settings, one click away

Open the more options (3 dots menu ⋮) menu next to Manage view in the calendar toolbar and select Calendar view settings to open a single panel for your display preferences. Your choices are saved for the next time you open the calendar.

✅ Preferences you can tune

• View appointments in: Show times in the timezone you choose throughout your calendar screens. It also applies to your appointment-related emails. Note : This setting is just for you and doesn't affect availability, how others book, or the preferences for other team members or customers.
• Default grid interval: Choose how granular (15,30,60 min) the day and week grids are on the calendar view.
• Grey out hours outside working time: Shade non-working hours for each staff member using their schedules for that date.
• Hide empty rows and columns: Keep the view focused on booked resources and hide the ones without any appointments.
• Show buffer time: See buffer time before and after staff appointments wherever a slot is blocked by buffers.

✅ Timezone now lives with your other view settings

The "View in timezone" setting moved out of Meetings Preferences and the Services/Rentals Global Settings. Any timezone you set before carries over automatically.

✅ Staff colors for admins

Admins get a Staff colours tab to recolor how appointments for the staff members look.

✅ Color events by calendar, service, or staff

Choose whether the event tile is filled with the calendar/service color or the assigned staff color. The other color shows on the tile's left strip.

✅ A wider color strip

The left color strip is wider, so you can tell which staff member or calendar an event belongs to at a glance.

✅ Export what you're looking at

From the same more options (⋮) menu, choose Export to PDF or Export to CSV to export the current view with the same filters and date range.

🧩 How to Use It

• On the unified calendar, open the more options (⋮) menu next to Manage view and select Calendar view settings to adjust your preferences.
• Admins can open the Staff colors tab to recolor staff.
• To export, open the same menu and choose Export to PDF or Export to CSV.

🎯 Why This Matters

• Everyone can shape the calendar to the way they scan it, without digging through calendar configuration.
• Accurate shading means empty time never looks bookable when it isn't.
• Exporting the exact view you're looking at makes it easy to share schedules or work with the data elsewhere.
• Staged filters let you preview a selection before the live calendar changes.

🧭 Overview

The calendar view now gives you more control over how it looks and what you can do with it. A new Calendar view settings panel brings your display preferences together in one place, export lets you take the exact view you're looking at out of the product, and filters and event colors are easier to work with. These are display and workflow improvements only. Availability, booking rules, and what customers see on your booking page don't change.

🚀 What's New?

✅ Calendar view settings, one click away

Open the more options (3 dots menu ⋮) menu next to Manage view in the calendar toolbar and select Calendar view settings to open a single panel for your display preferences. Your choices are saved for the next time you open the calendar.

✅ Preferences you can tune

• View appointments in: Show times in the timezone you choose throughout your calendar screens. It also applies to your appointment-related emails. Note : This setting is just for you and doesn't affect availability, how others book, or the preferences for other team members or customers.
• Default grid interval: Choose how granular (15,30,60 min) the day and week grids are on the calendar view.
• Grey out hours outside working time: Shade non-working hours for each staff member using their schedules for that date.
• Hide empty rows and columns: Keep the view focused on booked resources and hide the ones without any appointments.
• Show buffer time: See buffer time before and after staff appointments wherever a slot is blocked by buffers.

✅ Timezone now lives with your other view settings

The "View in timezone" setting moved out of Meetings Preferences and the Services/Rentals Global Settings. Any timezone you set before carries over automatically.

✅ Staff colors for admins

Admins get a Staff colours tab to recolor how appointments for the staff members look.

✅ Color events by calendar, service, or staff

Choose whether the event tile is filled with the calendar/service color or the assigned staff color. The other color shows on the tile's left strip.

✅ A wider color strip

The left color strip is wider, so you can tell which staff member or calendar an event belongs to at a glance.

✅ Export what you're looking at

From the same more options (⋮) menu, choose Export to PDF or Export to CSV to export the current view with the same filters and date range.

🧩 How to Use It

• On the unified calendar, open the more options (⋮) menu next to Manage view and select Calendar view settings to adjust your preferences.
• Admins can open the Staff colors tab to recolor staff.
• To export, open the same menu and choose Export to PDF or Export to CSV.

🎯 Why This Matters

• Everyone can shape the calendar to the way they scan it, without digging through calendar configuration.
• Accurate shading means empty time never looks bookable when it isn't.
• Exporting the exact view you're looking at makes it easy to share schedules or work with the data elsewhere.
• Staged filters let you preview a selection before the live calendar changes.

Your AI Agent can now learn skills. A skill is a reusable procedure that the agent loads only when a run needs it. Write it once, keep it in your library, and attach it to any AI Agent Action in Workflows.

What's New

A Skills section in every AI Agent

• Skills sits right below Tools in the AI Agent Action. It stays collapsed until you open it.
• Every attached skill shows as a row. Hover a row to edit it or detach it.

Three ways to add a skill

• Create with AI: The AI Assistant asks what the skill should do, when it should fire, and what it must never do. Then it drafts the full skill for you to review. Nothing is saved until you choose Create.
• Write skill instructions: Fill in three fields: Name, When should the agent use this?, and Instructions. Use Enhance Prompt to improve the wording in one click.
• Add existing skill: Search your library, click any skill to read it in full, then attach it.

Four built in skills, ready on day one

Every account includes four skills tagged Built-in. Attach, edit, or delete them like any other skill.

• Humanizer: Removes the known signs of AI writing from any message.
• Write-well: Keeps any message clear, simple, and direct.
• Cold-email: Writes first touch and follow up emails to leads who have not replied yet.
• Sms-writer: Writes short, human text messages.

Loaded only when relevant

• On every run, the agent reads only the name and the When should the agent use this? line of each attached skill.
• The full instructions load only when the run matches.
• When a run matches more than one skill, they all load together. An outreach email can use Cold-email and Humanizer in the same run.

How to Use

1. Go to Automation > Workflows.
2. Open a workflow, then add or open an AI Agent Action.
3. Scroll down to Skills and expand it.
4. Click + Add skill and choose Create with AI, Write skill instructions, or Add existing skill.
5. Review the skill, then click Create & attach or Attach.
6. Save the action.

Worked Example: One Agent, Every Kind of Lead

A heating and cooling company follows up on every quote request with an email and a text. A few leads report emergencies, and those need a different answer.

The AI Agent Action is set up like this:

1. Instructions: "Send the lead one email and one SMS that thank them, restate their request, and offer a time to talk."
2. Tools: Send email and Send SMS.
3. Skills: Cold-email, Sms-writer, and a custom skill called Emergency service requests.

The custom skill fires on this line: "Use when a lead reports no heat, no cooling, a gas smell, or a water leak, or says the request is urgent." Its instructions say to offer the next same day slot, to never quote a price, and, for a gas smell, to send safety steps first and never book a visit.

A routine quote request gets a friendly email and a short text. A lead who writes "no heat since last night" gets a same day slot. A lead who reports a gas smell gets safety steps first. Same agent, same Instructions, the right behavior every time.

Why This Matters

Your Instructions stay short. Rules that apply only some of the time move into skills, so each action describes its own job and nothing else.

Write once, use everywhere. One skill serves every AI Agent in your account. Fix it once and every agent that uses it gets the fix.

The agent stays focused. Situational rules stay out of the way until the situation shows up, and several skills can work together in a single run.

Good to Know

• Skills are shared. An edit to a skill applies to every action that uses it.
• Detach removes a skill from one action. Delete removes it from your library and from every action that uses it.
• A skill tells the agent how to do something. The agent still needs the right tools, such as Send SMS, to act on it.
• A skill can use a knowledge base. Name the knowledge base in the skill instructions, and add the Knowledge base search tool to the action.