How to Schedule Callbacks and Follow-Ups
How to Schedule Callbacks and Follow-Ups
Callbacks and Follow-Ups help ensure every customer interaction is completed on time by creating future activities directly within the Squaretalk Calendar.
They can be created manually from the Calendar or directly from the Call Wrap-Up window.
Step-by-step: How to Create from the Calendar
Go to Calendar → My Calendar and click + Create Calendar Item.
Select either:
Callback
Follow-Up
Complete the required details:
Date and time, and Recurrence if needed
Customer name & Phone number
Description
Visibility & Show As status
Click Save.
Step-by-step: How to Schedule from Call Wrap-Up
After completing a call, click Schedule Callback / Follow-Up in the Call Wrap-Up window.
Select either a Callback or a Follow-Up, and configure:
Date, Time, and Recurrence
The reminder Notifications’ settings
And the Description
Simply add the details and save the event so the system adds it to your Calendar automatically.
Callback Reminders
Before a scheduled callback begins, you'll receive a reminder notification.
For Callback events, the reminder includes a Call Now option, allowing you to start the customer interaction immediately.
Done 🎯
You now know how to schedule callbacks and follow-ups, helping you stay organized and deliver timely customer interactions.
Related Articles
Callbacks
This article will provide you an overview of the Callbacks section and it's functionality: 1. Navigate to the callbacks menu by selecting "Callbacks" on the left-hand side: 2. Search for a specific callback using the "Search anything..." field: 3. ...How to Allow Browser Pop-ups
Sometimes you may require to have pop-ups allowed in order to complete certain actions, such as payments. 1. Open Google Chrome and click on the 3 dots on the top right and select "Settings": 2. Click on "Privacy and security" and then "Site setting" ...How to Create and Manage Calendar Events
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 ...How to Schedule a Report
How to Schedule a Report Squaretalk allows you to schedule reports so they’re generated and delivered automatically, no manual exporting needed. This guide explains how to schedule a report step by step. You can schedule any type of reports in the ...Agents View - Dashboard
This article will give you an overview of the dashboard from an Agents point of view as well as functionality: 1. Upon logging in you will be prompted to choose your Campaign: 2. After choosing your Campaign you will be presented with your dashboard ...