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UCaaS · Calendar
Give every follow-up a time and a place.
Bring customer appointments into your UCaaS workspace. Organise the time, contact and status, choose the view that suits your day, and connect your Google or Outlook calendar.
Organise your appointments with UCaaSSun
Mon
Tue
09:00
Service follow-up
13:00
Account review
10:30
Product demo
11:00
Customer visit
Next appointment
Let’s review the details together.
Omar · 10:30–11:00 · Confirmed
A VIEW FOR EVERY PACE
Plan the month. Focus on today.
Move between Month, Week, Day and Agenda views. See the wider schedule, then return to the appointments that need your attention.
Sun · 09:00
Service follow-up
Mon · 10:30
Product demo
Tue · 11:00
Customer visit
09:00–09:30
Review the request
11:00–11:45
Customer appointment
14:00–14:30
Confirm the next step
09:00
Service follow-up · Confirmed
10:30
Product demo · Pending
13:00
Account review · Completed
APPOINTMENT DETAILS
A useful appointment starts with a clear brief.
Record a title, description, location and start and end times. Keep the purpose and practical details together so the next conversation starts prepared.
Appointment brief
Review the service setup
When
Tuesday · 11:00–11:30
Where
Customer office
Description
Review the requirements and agree the next step.
Confirmed
LINKED TO THE CUSTOMER
Remember who the appointment is for.
Select a contact when creating the appointment. A named customer gives the time slot a clear context and helps your team prepare the right follow-up.
Omar Abdullah
Customer contact
Linked appointment
Service requirements review
Tuesday · 11:00
APPOINTMENT STATUS
The time is one detail. The outcome is another.
Distinguish appointments awaiting confirmation from confirmed, completed, cancelled and no-show appointments. Choose the status that reflects what happened.
Pending
Awaiting confirmation
Confirmed
Time agreed
Completed
Appointment took place
Cancelled
No longer going ahead
No Show
Attendance did not happen
Statuses describe the appointment; they are not an automatic sequence.
FIND THE RIGHT APPOINTMENT
Less searching through a busy calendar.
Narrow the calendar with start and end dates, name and appointment status. Return to Today or move through the calendar to review the period that matters.
11:00
Customer service review
Omar Abdullah · Confirmed
Example of a focused result, not a performance metric.
MANAGE THE APPOINTMENT
Keep the record aligned with the plan.
Review an appointment and maintain its timing, description and status using the available controls. Keep cancelled and completed appointments distinguishable from the work still ahead.
Original time
10:00
Updated appointment
11:30–12:00
We’ve agreed on the new time.
Update appointments using the appointment controls.
GOOGLE & OUTLOOK
Your calendar, connected to your workspace.
Connect Google Calendar or Outlook Calendar from Sync Settings. The agreed integration supports two-way event and contact sync; completion depends on authorising and configuring the account connection.
Google Calendar
Outlook Calendar
Two-way sync
UCaaS
Appointments + contacts
Events
Bring supported event changes into the connected calendars.
Contacts
Connect contact information through the supported two-way integration.
Calendar and contact synchronisation does not include email synchronisation.
SYNC PREFERENCES
Make the connected view suit your work.
Review automatic two-way sync, private-event visibility on the dashboard and reminders about new invitees in Sync Settings. These controls help you shape the connected calendar experience.
Calendar preferences
Automatic two-way sync
Configurable
Private events on dashboard
Your visibility setting
New invitee reminders
Configurable
FROM CONVERSATION TO COMMITMENT
Turn “we’ll follow up” into a clear next step.
Sales
Arrange a product demonstration with the right contact and a clear purpose.
Let’s find a time that works for you.
Customer service
Document an agreed follow-up time and what needs to be reviewed.
Let’s review your request tomorrow.
Account management
Keep customer review appointments visible alongside their contact details.
We’ll go through the next steps together.
CONNECTED WORKFLOWS
Build around the calendar your team uses.
Direct booking from calls or conversations, contextual appointment previews and customer reminders require the relevant workflow and channel setup. Confirm the enabled journey with UCaaS before relying on automatic booking or sending.
A journey to configure
Conversation
Agree purpose and time
Appointment
Customer + details + status
Follow-up
Through the enabled workflow
Channel reminders require their own workflow configuration and channel activation.
Before you organise the next appointment.
Is this just scheduled message sending?
No. Calendar manages appointments, their details, linked contacts and status. Campaign scheduling controls when campaign messages or calls are sent.
Which calendar views are available?
The current interface includes Month, Week, Day and Agenda, with date, name and status filters.
Can I connect Google and Outlook?
Sync Settings provides connections for Google Calendar and Outlook Calendar. Two-way event and contact sync requires account authorisation and the configured integration. It does not include email sync.
How do we keep appointment details clear?
Create each appointment with its date, time, contact and purpose, then keep its updates connected to the conversation.
How do we organise appointment reminders?
Coordinate appointment reminders through your communication workflows, with a clear recipient, message and sending time.
Does it include booking links or video meetings?
Public booking links and automatic video meeting link creation are not presented as core calendar capabilities. Confirm any additional integration separately.
Make the next appointment easier to follow through.
Show us how your team arranges customer follow-ups. We’ll help you define the calendar, account connections and workflow your business needs.
Talk to UCaaS about Calendar