Sales Calendar & Events

Schedule and manage sales events, automate customer emails, and control calendar availability in PaintScout.

Important: this feature requires the paid Operations add-on.

Sales events help you schedule and track appointments like on-site estimates, follow-up calls, and walkthroughs. They connect your deals to your calendar so your team can see what is booked, where it is happening, and who is assigned.

How sales events work

Each sales event is linked to a deal. You can use events for estimate visits, follow-ups, meetings, and other scheduled sales activity.

Sales events support:

• Calendar views for day, week, and month planning
• Map view for route and territory visibility
• User filtering for team scheduling
• Event email templates for confirmations, reminders, and cancellations & sent to customers with links to add the event to their iCal or Google Calendars
• Availability settings to control when users can be booked

If you use Google Calendar, you can also connect it for calendar sync. For more on that setup, see Google Calendar.

Recommended first reads

• Introduction to Sales Events — Learn how calendar view, map view, filters, and event details work
• Create a Sales Event — Schedule an appointment, assign a user, and send a confirmation email
• Calendar Availability — Set weekly hours and block off specific dates

In This Section

• Introduction to Sales Events — Understand the calendar, map view, filters, and event details
• Create a Sales Event — Schedule a new appointment, link it to a deal, and assign the right user
• Edit or Reschedule a Sales Event — Update event details, change timing, or reassign the event
• Cancel a Sales Event — Cancel an event and manage the customer communication
• Event Types — Create and manage the appointment types your team uses
• Event Email Templates — Customize confirmation, reminder, and cancellation emails
• Calendar Availability — Define weekly availability and override specific days