Calendar
See and manage the diary of bookings your team and your customers make, and the call-backs waiting in your queues.
Where to find it
Calls › Calendar
Open this screen
Steps
- Open 📞 Calls › Calendar.
- Read the tiles: “Booked (30d)”, “Confirmed”, “Awaiting confirmation” and “No shows”.
- Choose “Month” to see a calendar or “List” to see every booking of the month. Use ‹ and › to change month and “Today” to come back.
- Click a day to see its bookings below the calendar. Press “Confirm” on a pending booking or “Edit” to change it.
- Press “New booking” (top right) to add one.
- Open the “Call-backs” tab to see call-backs waiting in your queues.
- Open the Customer portal tab to choose what customers may change themselves and to see what they changed.
Settings on this screen
| Setting | What it does | Default |
|---|---|---|
| Calendar / Call-backs | The two tabs, with the number of items in each. | Calendar |
| Month / List | Calendar view or a list of the month’s bookings. | Month |
| Status colours | Pending amber, Confirmed and Completed green, No show red, Cancelled grey. | — |
Troubleshooting
It says “Nothing booked on this day.”
There are no bookings on the day you clicked. Pick another day or add one with “New booking”.
Tips
- Tick bookings in the day list (or press “Select all”) to send them a reminder.
Good to know
- Bookings taken on the online booking page arrive here as Pending until someone confirms them.
Related how-tos
- Add, change or confirm a booking Put a booking in the diary, change its time or status, and confirm it.
- Prepare booking reminders Switched off until an operator turns it on Write a reminder for the bookings you selected, check who it would reach, and queue it now or before each booking.
- See call-backs waiting See the call-backs your queues have promised, which are overdue, and open them where they are worked.
- Online booking page Switched off until an operator turns it on A public page where customers book a time or ask to be called back; bookings land in the Calendar and call-back requests in your queue.
- Meetings Keep your team’s meeting rooms, schedule meetings, run them and keep shared notes and a speaker-labelled transcript.
- Booking rules for customers Choose what customers may change from their portal link: move, cancel or book, how close to the start, and how often.
- Customer portal: bookings A private link for one customer that shows their bookings, messages and calls, and lets them change a booking where you allow it.
- Hear the call, read the transcript and act on a calendar entry See a person's call recording, transcript and follow-up email in one place, and call back, reschedule or resend from there.