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

1. Go to Calendar → My Calendar and click + Create Calendar Item.

2. Select either:

• Callback

• Follow-Up

3. Complete the required details:

• Date and time, and Recurrence if needed

• Customer name & Phone number

• Description

• Visibility & Show As status

4. 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.

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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.