As an insurance agent, your calendar is more than just a scheduling tool—it’s your silent assistant.

A properly configured calendar does a lot of heavy lifting for your business:

  • It protects your time 
  • Keeps your appointments organized and conflict-free 
  • Collects lead info before the meeting 
  • And gives your brand a polished, professional look 

If you haven’t customized your calendar inside Agent CRM yet, now’s the time to get it done. Here’s exactly how.

🗓️ Step-by-Step: Set Up Your Agent CRM Calendar

• Step 1: Find Your Pre-Built Calendar

Go to Settings > Calendars.
 You’ll already see a calendar installed from your Branning Bundle.
 Click the edit icon next to it to start customizing.

• Step 2: Customize the Basics

Inside the calendar editor, you can:

  • Upload your square logo 
  • Rename your calendar 
  • Add a description 
  • Update your calendar link 
  • If you have a team:
     • Assign staff
     • Set priority order
     • Choose Zoom or in-person as the meeting location 

• Step 3: Set Your Availability

Protect your time by defining:

  • Available days and hours 
  • Unavailable dates (vacation, holidays, busy days) 
  • Meeting length (e.g., 30 mins) 
  • How far ahead people can book (e.g., 14 days) 
  • Daily or slot-based booking limits 
  • Recurring meetings for admin work or team syncs 

• Step 4: Customize Forms & Allow Guests

Before someone books, you can ask them anything you want.
 Edit the form fields to gather:

  • Policy interest 
  • Budget 
  • Spouse name
     You can also enable the “Add Guests” feature if you want clients to include family members or partners in the meeting. 

• Step 5: Tweak Branding & Notifications

The Branning Bundle already includes reminders and follow-up emails.
 You can add more messages, customize your branding, or allow leads to pick which team member they want to meet with.

• Step 6: Activate & Share Your Calendar

When everything looks good:

  • Click the three dots > Activate Calendar 
  • Hit Save 
  • Grab the calendar link 
  • Go to Account Customizer > Calendar, and update the dropdown with your new link 

Now all your automation emails, funnels, and forms will point to the correct calendar.

• Step 7: Take It to the Next Level

Want a fully branded, professional experience?
 Embed your calendar inside your website or funnel.
 Then connect your custom domain for a polished look—your booking links will look like:
 https://book.insurance-xyz.com

🎥 Want to See It in Action?

Go to your Activator tab > Phase 1, and watch:
 👉 “Setup Calendar”
 This video walks you through the full process step by step.

✨ Pro Tip:

Always test your booking link to make sure it goes to the right calendar. And don’t forget to block off personal or admin time so your schedule stays under control.


Need help setting up or adjusting your calendar?
 👉 Schedule a QuickFix Call or reach out in chat!


Calendar, FAQ, Getting Started, Software, Technology

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