Skip to main content

Client Assignments

What you'll learn
  • How to assign a client to a calendar event
  • How client assignment builds appointment history
  • The connection between events, clients, services, and employees

Every event on your calendar should be assigned to a client. This creates a clear record of who the appointment is for and connects the event to the client's overall history in AutoTalk.

Assigning a client when creating an event​

When you create a new event by clicking on a time slot in the calendar:

  1. In the event creation form, find the Client field.
  2. Start typing the client's name or phone number. AutoTalk searches your client database as you type.
  3. Select the correct client from the search results.
  4. Continue filling in the rest of the event details (service, employee, time) and save.

The event now appears on the calendar with the client's name displayed, so you can immediately see who each appointment is for.

What if the client does not exist yet?​

If the client is not already in your database, you have two options:

  • Create the client first — Go to Empresa > Clientes, click "Add new clients," enter their details, then return to the calendar and create the event.
  • Create inline from a conversation — When starting a new conversation, you can create a new client on the fly using the + button in the conversation creation dialog. Once the client exists, you can assign them to events.

See Adding and editing clients for more details on both methods.

Viewing a client's appointment history​

Once events are linked to a client, you build a complete appointment history over time. From the client's profile, you can:

  • See all past appointments — what services were provided and when
  • See all upcoming appointments — what is scheduled in the future
  • Track patterns such as how frequently the client visits or which services they book most often
  • View the client's conversation history alongside their schedule to get the full picture of your relationship

The event-client-service connection​

Each calendar event connects three pieces of information:

ComponentWhat it answers
ClientWho is the appointment for?
ServiceWhat is being done?
EmployeeWho is providing the service?

This three-way connection ensures that your calendar is not just a schedule but a complete record of your business activity. It supports accurate reporting, workload tracking, and a full audit trail of every appointment.

How client assignments appear on the calendar​

When viewing the calendar in any of the four views (Dia, Semana, Mes, or Agenda), events display the client's name so you can see at a glance who each appointment belongs to. In the Day and Week views, event blocks show the client name along with the service type. In the Agenda view, each list entry includes the client name, date, time, and service.

tip

Always assign a client to every event. Even for internal meetings or blocked time, having a record tied to a specific purpose helps you analyze how your time is spent. For client-facing appointments, consistent assignment builds a complete history that strengthens your customer relationships over time.

Next steps​