Calendar and iCal Feed

Policy Stack includes a built-in calendar that consolidates follow-ups, client anniversaries, and deal close dates into a single view. You can also subscribe to an iCal feed URL to see these events in your preferred external calendar.

Built-In Calendar

Views

The calendar supports three display modes:

| View | Shows | |------|-------| | Month | Full month grid with event dots on each day | | Week | Seven-day view with time slots and event blocks | | Day | Single-day view with detailed event list |

Switch between views using the toggle in the calendar header. The calendar remembers your last-used view.

Event Types and Colors

Events are color-coded by type for quick scanning:

| Event Type | Color | Source | |------------|-------|--------| | Follow-ups | Amber | Auto-generated or manually created follow-ups | | Anniversaries | Neutral | Client birthdays and policy anniversary dates | | Deal close dates | Accent outline | Expected close dates from pipeline deals |

Clicking any event opens a detail popover with the client name, event context, and a link to the client's detail page.

Navigation

Use the arrow buttons to move forward and backward in time. Click Today to jump back to the current date. In month view, clicking a date switches to the day view for that date.

iCal Feed

Setting Up the Feed

1. Navigate to Settings > Calendar
2. Copy the iCal feed URL shown on the page
3. Add the URL as a subscription calendar in your preferred app

Google Calendar

1. Open Google Calendar settings
2. Go to Other calendars > From URL
3. Paste the iCal feed URL and click Add calendar

Apple Calendar

1. Open Calendar, then File > New Calendar Subscription
2. Paste the iCal feed URL and click Subscribe
3. Set your preferred refresh interval

Outlook

1. Open Outlook Calendar
2. Click Add calendar > From internet
3. Paste the iCal feed URL and click OK

Per-Type Toggles

In Settings > Calendar, you can control which event types are included in the iCal feed:

• Follow-ups — Include or exclude follow-up due dates
• Anniversaries — Include or exclude birthday and policy anniversary events
• Deals — Include or exclude pipeline deal close dates

Changes to toggles take effect on the next feed refresh (external calendars typically refresh every few hours).

Token Security

The iCal feed URL contains a unique token tied to your account. If you suspect the URL has been shared or compromised, use the Rotate Token button in Settings > Calendar to generate a new URL. The old URL will stop working immediately — update the subscription in your external calendar with the new URL.