Help Center

Calendar & Video Meeting Sync

Connecting Google Calendar, Apple Calendar, Zoom, and Google Meet.

Subscription & Billing

Managing your CalendTree membership, trial, and billing method.

Data Export & Privacy

Exporting everything CalendTree stores about you, and deleting your account.

Notifications & Reminders

Controlling email/push notifications and default reminder timing.

Your Booking Page

Services, availability, design, and embedding your public booking link.

Scheduling Links

A second, calendar-first booking link type — up to 4 per account (web dashboard).

Managing Bookings

The bookings list, booking detail, statuses, and adding a booking manually.

Booking Requests Inbox

Where inbound requests from your Booking Page, Scheduling Links, and Questionnaires land.

Questionnaires

Build custom forms to gather information from clients before or after booking.

Managing Clients

Client profiles, client types, and quick actions from the profile page.

Organizations

Grouping multiple contacts under one company, with rolled-up totals.

Adaptive CRM Terminology

How CalendTree adapts its vocabulary to your industry — and how to customize it.

Quotes, Proposals & Contracts

The document pipeline: from a quick estimate to a signed, legally binding contract.

Quotes & Proposals

Pricing tiers, custom sections, and uploading an existing proposal.

Contracts & E-Signatures

Sending contracts for signature, tracking signers, and addendums.

Invoices & Payments

Creating invoices, taking payments, deposits, and how balances are calculated.

Payment Links

Reusable checkout links for tips, deposits, workshops, and more.

Receipts & Expenses

Logging receipts, scanning them on iPhone, and tracking deductible expenses.

Mileage Tracking

Manual trip logging on the web, automatic detection on iPhone, and IRS deduction totals.

Getting Started with CalendTree

Set up your account, booking page, and first client in minutes.

CalendTree on Web and iPhone

How your account works across the web dashboard and the iOS app, and where the two differ.

Getting Started on iPhone

Signing in, onboarding, and choosing your industry on the iOS app.

Offline Mode on iPhone

What happens to your changes when you lose connection.

In-Person Payments on iPhone

Taking a card payment in person using a connected Square reader.

Account & Data on iPhone

Exporting your data, confirming a support access request, and deleting your account.

Project Pipeline

A kanban board tracking work from inquiry through to paid, with profitability built in.

To-Dos

Task management with priorities, recurrence, and time-entry links.

Time Tracking

Manual check in/out, automatic session detection, and weekly summaries.

Reports & Business Insights

Revenue trends, top clients, profitability, and your Business Health Score.

Contractors & Employees

Managing your team, paying contractors, and 1099 tax tracking.