Your calendar

Calendar is the first screen in Forge. It shows your bookings beside the events from the calendars you have connected, along with the dates that matter to your work.

Views

Switch view from the top bar, or press a key:

• Day (D)
• Week (W). It opens on Monday to Friday. Use the stepper in the top bar to show 5, 6 or 7 days.
• Month (M)
• Agenda (A), a list of the next 14 days.

Today jumps back to now (T), and the arrows move a page at a time. On a phone you get Day, Week and Agenda.

What you see on it

• Bookings people have made with you.
• Events from your connected Google, Microsoft and CalDAV calendars.
• Dates from your work: invoice due dates, proposal deadlines, lead follow-ups, poll deadlines, retainer billing days and instalments.

The Display menu chooses which of those work dates show: Bookings, Work, Money and Sales. It is remembered in the browser you set it in.

To hide a whole calendar, use the eye beside it in the Calendars list in the sidebar.

Create an event

1. Choose New event in the top bar, press N, or right-click an empty time and choose Create event.
2. Type a Title, set Starts and Ends, and pick the Calendar it goes on.
3. Choose Create event.

You can also type the whole thing in the title, such as "Call Tom 30min tomorrow 3pm". Forge reads the time out of it and shows Read that as… with Use this or Keep as typed. It never fills anything in without asking. This is worked out inside Forge. It is not sent to an AI.

A new event needs a connected calendar that Forge is allowed to add to. If none can take events, Forge says so and points you to Settings → Calendars.

Book a client yourself

When you have agreed a time with someone directly, add it as a booking so they get the same emails as anyone who books online.

1. Right-click a time and choose Create booking, or open New event and switch to Booking.
2. Fill in Who it's with, Their email and What you're doing.
3. Choose Add booking.

They get a confirmation email with links to cancel and reschedule. No payment is taken. Tick Book outside my hours to place it outside your working hours. A clash with something already in your diary is always refused.

Move or change an event

Drag an event to move it, or drag its edge to make it longer or shorter. Times snap to 15 minutes.

Dragging a booking is a reschedule, so Forge asks before anything changes. Confirm it and your client is emailed the new time. Choose Keep it where it was and nothing moves.

Right-click an event, or select it and use the panel, for the rest: Colour, Edit…, Reply (Yes, No, Maybe), Join meeting, Email participants, Duplicate, Cut, Copy, Paste event here and Remove.

What you can and can't change from Forge

• Events you organise on a calendar Forge can write to can be edited, moved and removed.
• A calendar that is view-only where it lives stays view-only in Forge.
• A meeting someone else organises can only be changed by them. On Google and Microsoft calendars you can still reply to it.
• A booking is changed from the booking itself, with Reschedule or Cancel booking, so the client hears about it.
• Events on Outlook calendars other than your default one can't be changed from Forge yet.

Repeating events

When you edit or remove a repeating event, Forge asks which ones you mean:

• This event changes one occurrence.
• All events changes the whole series. Today this works for Google calendars.
• This and following is not available yet.

Repeating events on a CalDAV calendar, such as iCloud, can only be changed in that calendar's own app.

The Calendars list

The sidebar lists every connected account and its calendars. From an entry's menu you can change its Colour, Hide or Show it, Rename… it, or Make primary. New events you create land on the primary calendar.

Hiding a Google or Microsoft calendar only hides it from view. Its busy times still block bookings. Hiding a CalDAV calendar also takes it out of conflict checks.

Share times to book

Sometimes you want to offer a few specific times rather than your whole booking page.

1. Press S, or press ⌘K and choose Share times to book.
2. Drag across the times you are free. Each one becomes a Hold on your calendar.
3. In the Share these times panel, choose Copy link, or Copy as text to paste the times into a message.
4. Press Esc when you have finished choosing.

Whoever opens the link picks one of your times and confirms with their name and email. That becomes a booking. Holds stay on your calendar, and block those times on your booking page, until someone books or you choose Stop sharing, which switches the link off and removes its holds.

You need a booking link set in Settings → Profile before you can share times.

A second timezone

Pin a second timezone beside the hour labels with the timezone control at the top of the time column. Search for a city or a zone. It is hidden on a phone.

Needs action

The Needs action button at the bottom of the calendar counts what is waiting on you, most costly first. Press I to open it. It gathers:

• overdue invoices
• refunds to decide
• unsigned agreements
• proposals with no reply
• leads going quiet
• unsent drafts

You can snooze an item for a day, three days or a week, or mark it done. Settings → Needs action sets what counts and after how many days.

Keyboard

Every shortcut is listed in Keyboard shortcuts, and in Forge itself: press ?.