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How do I create a shared calendar and share it with a client?
How do I create a shared calendar and share it with a client?
Updated over a week ago

Creating a shared calendar

Note: Only the Owner or users with a Manager role can create Shared Calendars.

To create a Shared Calendar, head over to Organization settings and choose Shared Calendars. Start by clicking on the Create a shared calendar button

Fill in all required fields, especially:

  • Calendar name (your client will be able to see it)

  • Email and name of users who will have access to this shared calendar

  • It's also recommended to choose social profiles that users of this shared calendar will have access to, but you can skip this step and configure it later

  • When you're done, click Save

Sharing calendar with client

The best way to share a created calendar with a client is to send them an email invitation - they'll receive an email with a dedicated link to access the content calendar you've shared with them. They don't need to log in, all they need to do is to follow the magic link they receive from you.

Note: These links contain individual tokens that are only valid for 60 days. After that, the user will have to validate themselves for security purposes. They will be asked to select their name, and an email will be sent containing a new link.

Another option is to share a direct link to the calendar - this is the link on which content you assign to the client will be available to review.

When they follow the direct link, they'll land on this screen and then need to click their name to receive an email to access the content.

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