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Creating Events

What you'll learn
  • How to create a new event by clicking on the calendar
  • What information to fill in for each event
  • How to edit or cancel existing events

Events represent appointments, meetings, or any scheduled activity on your calendar. Every event connects a client, a service, and an employee together at a specific date and time.

Creating an event from the calendar​

The fastest way to create an event is to click directly on the calendar grid:

  1. Navigate to the desired date — Use the arrow buttons, view mode buttons (Dia, Semana, Mes), or the mini-calendar panel at the bottom of the screen to reach the date you want.
  2. Click on a time slot — In the Day or Week view, click on the specific time slot where the appointment should begin. In the Month view, click on the date itself.
  3. Fill in the event details:
    • Client — Search for and select the client this appointment is for. Start typing the client's name or phone number to find them.
    • Service — Choose the service being provided. The service selection may automatically set the duration.
    • Employee — Assign the employee who will handle the appointment. This defaults to the currently selected professional.
    • Date and time — Pre-filled based on where you clicked, but you can adjust if needed.
    • Duration — Usually set automatically based on the selected service, but you can override it.
  4. Add optional notes — Include any special instructions, client requests, or reminders.
  5. Save the event.

The new event immediately appears on the calendar grid in the appropriate time slot.

What happens when you create an event​

  • The event appears on the calendar for the assigned employee
  • The time slot is marked as occupied, preventing double-bookings
  • The appointment is linked to the client's history, so you can see it from their profile
  • If notifications are configured, the client may receive a confirmation

Editing an event​

  1. Click on the event in the calendar. The event details panel opens.
  2. Update any fields — change the time, reassign to a different employee, switch the service, or update notes.
  3. Click Save to apply your changes.

You can also drag and drop events on the calendar to quickly reschedule them to a different time slot or day.

Canceling an event​

  1. Click on the event in the calendar to open its details.
  2. Click the Cancel or Delete button.
  3. Confirm the cancellation when prompted.

Canceled events are removed from the calendar, freeing up the time slot for new bookings.

tip

When creating events, AutoTalk automatically checks for conflicts with the employee's working schedule and existing appointments. If you try to book outside of working hours or on an already-occupied slot, the system will alert you. This is why it is important to configure your working schedule before you start booking appointments.

Next steps​