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Getting Started
Last updated March 6, 2026
Set up your first calendar, choose the right template pack, and understand how CalendarDoc treats live planning versus print output.
Start from the matching template pack
Keep the app as the source of truth
Publish and export after the workflow is stable
Pick a real starting point
Start from the template pack that matches the job: editorial, finance, school, nonprofit, operations, or personal planning.
The product is strongest when the template, lane vocabulary, and event metadata match the real workflow instead of forcing everything into a blank monthly grid.
Build the live version first
CalendarDoc is now a live planning system first and a print/export system second.
Create the working calendar in the app, then publish public views, generate PDFs, or hand data off through ICS and CSV once the calendar is ready.
Use the app flow in order
Choose a template, import or sync source data, structure the event fields, then decide which stakeholders should see full, approved, or public output.
That sequence avoids rebuilding the same information later in print layouts or public pages.
Next step
Need help applying this to your setup?
Use the contact page for rollout guidance, billing questions, or help choosing between template packs, imports, and shared workflow options.