The Aloware Talk Calendar is a built-in tool for managing appointments and reminders. It allows users to schedule events, track their status, and view activities across day, week, or month layouts.
When an appointment is scheduled between a user and a contact, a calendar event is automatically created. Calls do not create calendar events unless configured through an external integration.
What you can do with the calendar
The calendar provides a single place to view, organize, and manage all scheduled activities. You can see appointments and reminders in one view, along with their status, making it easier to track what’s coming up, what’s completed, and what needs attention.
When schedules get busy, you can filter events by type or status, switch to a list view, or use the “See All Events” option to review everything more clearly. Each event can be opened to check details, make updates, reschedule, or mark it as completed or canceled.
What this looks like in use
A typical workflow happens directly inside the calendar.
A user schedules an appointment or reminder by selecting a date and time. The event appears in the calendar with the correct timezone applied, based on the user or assigned contact.
As time passes, events update automatically based on their status. Users can open any event to review details, make changes, reschedule, or mark it as completed.
When handling multiple events, users can switch between month, week, and day views to understand their schedule at different levels. For busier days, the day view provides a more detailed breakdown, while filters and the event list help narrow down specific items.
Create a calendar event
Calendar events are created inside the Calendar view.
Open the Calendar - Log in to your account and select Calendar from the sidebar.
Select a schedule slot - Choose your preferred view (Day, Week, or Month), then click a date.
Enter event details - Fill in the required information:
Title – Name of the event
Event Type – Appointment or Reminder
Contact – Required for appointments
Date and Time – Scheduled time of the event
Notes – Optional details
If needed, enable SMS Reminder to notify the contact.
Save the event - Click Save to add the event to your calendar.
How events work
Appointments and reminders behave differently depending on how they are created and used.
An appointment is linked to a contact and is typically used for scheduled calls or meetings. When an appointment is created between a user and a contact, the calendar event is automatically generated.
A reminder is not tied to a contact and is used for internal tasks or follow-ups.
If a contact is assigned to an event, the calendar uses the contact’s timezone while also displaying your own timezone for reference.
Manage and navigate events
The calendar provides different ways to review and update your schedule.
Users can switch between day, week, and month views depending on the level of detail needed. For days with many events, the list view or “See All Events” option provides a clearer breakdown.
Filters can be applied to focus on specific event types or statuses, making it easier to review pending, completed, or canceled events.
Opening an event allows users to update details, reschedule, or mark it as completed or canceled. Changes are reflected immediately in the calendar.
Event statuses
Each event is assigned a status based on its progress.
Appointments and reminders can appear as upcoming, past, completed, canceled, or missed. These statuses are shown visually in the calendar and can be referenced through the event legend in the Help section.
How this connects to other features
The calendar works alongside Aloware Talk’s contact and communication features.
Appointments are linked to contacts, allowing users to track interactions and follow-ups in context. Appointments created through AloAi Agents using the Manage Appointment action are also synced to the calendar, ensuring automated bookings appear alongside manually created events.
SMS reminders can be sent automatically when enabled, and event creation can be extended through integrations when needed.
What to keep in mind
Calendar events are only created automatically for appointments between a user and a contact. Calls will not create events unless configured through an integration.
When working across timezones, always confirm the scheduled time shown for both the user and the contact.
After creating or updating events, review them in the calendar to ensure the correct schedule, contact, and status are applied.