Calendars help turn interest into a scheduled conversation. Instead of chasing times manually, you can send a booking link and let the customer choose a time that works.
Why this matters
Sales conversations often stall because scheduling becomes messy:
“What time works for you?”
“Can you do Tuesday?”
“Let me check my calendar.”
“Sorry, I missed this.”
That slows momentum.
Kyrios calendars keep scheduling inside the system so appointments stay connected to the contact, the conversation, and the revenue opportunity.
What you will do
You will:
Use your calendar link
Schedule a sales conversation
Track the appointment inside Kyrios
Connect the conversation back to the opportunity
Where to go
To view scheduled appointments:
Click Calendars
Use Calendar View to see appointments on the calendar
Use Appointment List View to view appointments in list format
To get your calendar sharing link:
Click Calendars
Click Calendar Settings
Find the calendar you want to use
Click the Share Calendar Link icon on the right side of that calendar
The share icon is the arrow icon beside the calendar.
You can also manage appointments from:
Calendar view
Contact records
Conversations
Step 1 — Use the right calendar
For most sales conversations, start with a simple 1:1 booking calendar.
Use it for:
consultation calls
discovery calls
quote reviews
proposal reviews
follow-up conversations
You do not need advanced calendar types yet.
Step 2 — Share your booking link
Your booking link is found in Calendars → Calendar Settings.
Go to Calendar Settings
Find the calendar you want to share
Click the Share Calendar Link icon
Copy the link
Send it to the customer
You can send the link through:
Conversations
Email
SMS, if SMS is set up
Workflow messages
The goal is simple: make it easy for the customer to book the next step.
Calendar View vs Calendar Settings
Use Calendar View when you want to see booked appointments. Use Calendar Settings when you want to manage calendars, edit calendar settings, or copy a calendar sharing link.
Step 3 — Track the appointment
When someone books:
the appointment appears in your calendar
the activity is tied to the contact
you can see the scheduled conversation inside Kyrios
This keeps the sales conversation from floating around outside the system like every other tiny chaos gremlin business owners get stuck chasing.
Step 4 — Connect the appointment to the opportunity
If the conversation is tied to a revenue opportunity, update the opportunity stage when appropriate.
For example:
New Lead
Contact Engaged
Appointment / Next Step Set
Estimate Sent
Won
Lost
The exact stages may vary. The point is that the appointment should help move the opportunity forward.
What happens next
Once sales conversations are scheduled inside Kyrios:
fewer conversations stall
appointments are visible
follow-up is easier
revenue opportunities stay connected to real activity
You are no longer relying on your own memory to know who needs the next conversation.
Where to look
You can monitor sales conversations in:
Calendars → Calendar View
Calendars → Appointment List View
Contact records
Conversations
Opportunities
Tasks, if follow-up is needed
Helpful resources
Use these if you need more detail:
What to ignore for now
You do not need to start with:
round robin calendars
service calendars
calendar payments
class calendars
rooms and equipment
advanced booking widgets
Those are useful later. Right now, the goal is simply to make it easy for someone to book the next conversation.
Important note
A calendar does not close the deal. It protects the next step. That matters because predictable revenue comes from keeping opportunities moving.
That is how conversations stop disappearing and start moving revenue forward.



