How to Create and Manage Calendar Events

The Calendar helps you manage meetings, callbacks, follow-ups, and personal tasks directly within the Squaretalk Platform. It provides a single place to organize your schedule and stay on top of upcoming activities.

📌 Note: All users can create and manage their own calendar events in My Calendar.
Admins can additionally create, edit, and delete events on behalf of other users under Team Calendars.

Step-by-step: How to Create a New Calendar Event

Go to Calendar → My Calendar and click + Create Calendar Item.
Select the type of calendar item you want to create:

Event
Callback
Follow-Up
Task

Depending on the selected type, configure the necessary details. For all calendar items, you can set:

Date and time
Customer name & phone number (for callbacks and follow-ups)
Description
Visibility (Select private to show it as “busy” for other users in the Teams Calendar, or public for everyone to see it)
Show As status set as Free will allow other users to set another meeting at the same time. While Busy, Focus time and Out of Office will show a time conflict.

4. For standard Events, you can also invite other Squaretalk users and/or external guests by entering their email addresses.

Choose Your Calendar View

You can switch between different layouts depending on how you prefer to organize your schedule:

Day
Week
Month
Agenda

How to Edit or Delete an Existing Event

Click any event in your calendar to open it. From there, you can update any details or delete the whole calendar item.

📌 Note: Admins can delete any calendar event under Team Calendars. Other users can only delete events they have created in My Calendar.

Calendar Reminders

Calendar items generate reminders before they begin.

Depending on the item type, the notification may include additional actions, such as Call Now for callbacks.

Done 🎯

You're ready to create and manage calendar events, keeping your schedule organized without leaving the Squaretalk Platform.