How does calendar sync work?
Two-way sync with Google Calendar and Outlook.
Connect your calendar at Settings → Calendar. Events you create in Coastline appear in your external calendar, and vice versa. Meeting attendees are matched to Coastline contacts automatically when their emails match.
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Microsoft 365 admin: approving Coastline CRM for email and calendar
If users in your organization see a "Need admin approval" screen when connecting their work email or calendar to Coastline CRM, follow these steps to grant consent and unblock them.
How do I share a booking link?
Let prospects pick a time on your calendar without the back-and-forth.
How do I create a calendar event and invite a contact?
Schedule a meeting, drag in a contact, and Coastline sends the invite for you.
How do I set my working hours and timezone for scheduling?
Define when you're open for booked meetings so prospects can only pick valid times.