Set Up Your Calendar

Your calendar is where your commitments live. In Daylite, Appointments aren't just time blocks — they're linked to the people, deals, and projects they relate to. That means when a meeting comes up, you already have the full context.

Create an Appointment

1. Click Calendar in the sidebar.

2. Click on a time slot, or go to File > New > Appointment.

3. Give it a name — something like "Call with Sarah about website project."

4. Set the date, time, and add a location or video link if needed.

   
5. Click Save.

Invite Someone to a Meeting

If the meeting involves someone else — a client, a colleague, a prospect — you can send them a calendar invite directly from the Appointment.

1. Open the Appointment and scroll to invitees.

2. Click + Add Person and select the person.

3. Save the Appointment.

4. When prompted, review the invitation email — you can edit the subject and message, choose the language, and decide whether to include meeting details or show other invitees.

5. Click Send Invitation.

Daylite users are invited directly and see the Appointment in their own Daylite calendar. External invitees receive an email they can respond to from Outlook, Google Calendar, or Apple Calendar — and their response updates the Appointment automatically.

Add a Video Call Link

If the meeting is remote, you can generate a Zoom, Google Meet, or Microsoft Teams link directly from the Appointment — no switching apps to create and copy a link.

1. Click the camera icon next to the Location field and select Add Meeting Link, then choose your video conferencing service.

2. Save the Appointment — the link is generated automatically.

You need to connect your video conferencing account to Daylite before this will work. Go to Daylite > Settings > Account > Manage Conferencing to set it up. Learn how to set it up →

Show Tasks on the Calendar

Click the gear icon on the left side of your Calendar and toggle Tasks on. Your Tasks will appear on the calendar based on their due date, so you can see everything you need to do and everywhere you need to be in one view.

Sync with other calendar apps

If you use Apple Calendar, Google Calendar, or another app, you can share your Daylite calendar so your schedule stays in sync everywhere. Go to Daylite > Settings > Calendar > Add Calendar Sync and follow the prompts.

This doesn't merge your calendars — it keeps Daylite's calendar as its own group while making it visible in your other apps.

Learn more: Using the Daylite Calendar — the full guide to calendar views, types, and settings.