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Calendar & Scheduling

What you'll learn
  • How to access the calendar in AutoTalk
  • The four calendar views available and when to use each one
  • How scheduling ties together clients, services, and employees

The Calendar is your central hub for managing appointments, events, and daily schedules. It provides a visual overview of your bookings across different time frames and makes it simple to create, reschedule, or cancel appointments for your clients.

Accessing the calendar​

You can open the calendar in two ways:

  • From the sidebar — Navigate to Profissional > Calendario in the left-hand menu.
  • From the bottom bar — Tap the Calendar button that is always visible in the bottom navigation bar.

Both paths take you to the same full calendar view.

What you see on the calendar page​

When you open the calendar, you will find:

  • Month and year header — Displays the current month and year (for example, "fevereiro de 2026") at the top of the page.
  • Navigation arrows — Left and right arrow buttons on either side of the month name let you move forward or backward through months.
  • View mode buttons — Four buttons to switch between Dia (Day), Semana (Week), Mes (Month), and Agenda views.
  • Filtros button — A filters button that lets you narrow down which events are displayed.
  • Calendar grid — The main area showing your schedule. Days of the week are labeled in Portuguese: dom (Sunday), seg (Monday), ter (Tuesday), qua (Wednesday), qui (Thursday), sex (Friday), sab (Saturday).
  • Mini-calendar panel — A compact calendar always visible at the bottom of the screen for quick date navigation. Tap any date in this panel to jump directly to that day.

How scheduling works​

When an appointment is created — whether by you, an employee, or an AI agent — it appears on the calendar. Each event is linked to a client and a service, so you always know who is coming and what they need. Events are also assigned to a specific employee, ensuring the right person is prepared for each appointment.

Key features​

  • Four calendar views — Switch between Day, Week, Month, and Agenda views to see your schedule at the level of detail you need
  • Working schedules — Define business hours and each employee's availability so the calendar shows accurate open slots
  • Recurring events — Set up appointments that repeat on a regular schedule without re-creating them each time
  • Client assignments — Every event is tied to a client, building a complete appointment history
  • Event filters — Use the Filtros button to show or hide events based on criteria such as employee, service type, or status
  • Quick date navigation — The mini-calendar panel at the bottom lets you jump to any date instantly
tip

Set up your working schedule before creating events. This helps AutoTalk prevent double-bookings and ensures your clients always see accurate availability when booking through the AI agent or scheduling page.

Next steps​