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The Calendar battery adds a shared calendar for your team. You set what people can book, who takes it and when they work. OMNI then offers only times that are really free, sends confirmations and reminders on WhatsApp or SMS, and can let customers book themselves online.
Your plan must include Appointments (the plan’s name for Calendar). Without it, the Calendar screens say that appointments aren’t in your plan.
Open Calendar from the menu. It has three tabs: Calendar, Booking types and Settings.

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Before you start

Appointments are switched off until someone turns them on. In Calendar → Settings, turn on Appointments on. Until then, nothing can be booked and the calendar screens show a notice.
1

Switch appointments on

In Settings, turn on Appointments on and save.
2

Add booking types

In Booking types, add what people can book — a consultation, a fitting, a demo.
3

Set your team's hours

In Settings → Team availability, set each teammate’s working hours and the booking types they take.
4

Choose reminders

In Settings, add the reminders you want, for contacts and for teammates.

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The calendar

The Calendar tab shows appointments by Month or by Day. Choose whose calendar to see — the whole organisation, My calendar, or one teammate — and filter by booking type. The day view shows each teammate’s appointments side by side, with busy times from their own Google or Outlook calendar.
The shared calendar in month view with appointments coloured by booking type

The shared calendar

Open an appointment to see its booking type, time, teammate, place or meeting link, who booked it and where — the calendar, the Inbox, an AI agent, a workflow or the online booking page — and its history. An appointment is Requested, Confirmed, Completed, Cancelled or a No-show.

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Book an appointment

1

Open the booking form

Choose Book on the calendar, or Book an appointment beside a conversation in the Inbox.
2

Pick the contact and booking type

Search a name or number, then choose the booking type.
3

Pick a teammate and time

Leave the teammate as Any available, or pick one. OMNI lists the free times for the day you choose. You can type a time outside the free times; nothing then checks hours or time off, but it still can’t overlap another appointment.
4

Book

Add notes for the team if you like, and choose Book.
To move an appointment, open it and reschedule. The contact and teammate are told once reminders are on. A contact’s appointments also appear on their contact page and beside their thread in the Inbox.

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Booking types

Booking types are what people can book.
The booking types list with slot duration, mode and default staff

Booking types

Changes to a booking type apply to new bookings; existing appointments keep their times.

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Settings

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Team availability

Team availability shows who can be booked, when, for what — and how full their week is. For each teammate, set their working hours, the booking types they take, their meeting link for online appointments and their location for in-person ones. A teammate can also be marked as not taking bookings. Time off blocks a teammate’s free times — or, with Everyone — the organisation is closed, everyone’s. Give the dates and, if you like, a reason.

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Appointment settings

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Reminders

Add up to six reminders. Each is sent on booking or a set time before the appointment, to the Contact, the Teammate, or both.
  • Contacts get WhatsApp, or SMS when they have no open WhatsApp route. Opt-outs are always respected, and nothing goes to contacts in your quiet hours, if you have set them.
  • Teammates get an email with a calendar invite and a notice in the panel.
How reminders go on each channel: Calendar does not send on RCS or Voice.

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Confirmations and no-shows

  • Ask contacts to confirm — on WhatsApp, with Confirm, Reschedule and Cancel buttons.
  • Mark as a no-show a set time after the appointment ends, if nobody marks it done.
  • After a no-show, send “Sorry we missed you — would you like to book again?”

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Your calendar

Each teammate can connect their own Google Calendar or Outlook / Microsoft 365, where your provider has made it available. Their other meetings then block their free times, and their appointments appear in their calendar. Only free/busy is read — never titles or guests. One calendar at a time; you choose which of its calendars count as busy.

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Online booking

Online booking gives you a page where anyone can book themselves in — only the booking types you choose, only at free times.
1

Switch it on

In Settings → Online booking, turn on Online booking and set the address ending of your page. Copy the Booking page link to share it. Each booking type you offer online has its own direct link too; a type you keep for staff only isn’t offered.
2

Choose how bookings arrive

Confirmed straight away, or Requested — a teammate confirms.
3

Choose how people confirm their number

A code on WhatsApp (SMS if no WhatsApp), or A code on SMS. WhatsApp codes to new numbers use your own code template; set its name here.
4

Set the limits

Book up to sets how far ahead, and Limit per number stops one number filling the diary.
On the page, a customer picks a booking type, a teammate or Anyone available, and a free time. They give their name and mobile number, and enter the 6-digit code OMNI sends them. The code is valid for 10 minutes, with 3 tries.
Each code is one message, paid from your balance.
To change a booking later, the customer taps Reschedule or Cancel on the confirmation message.

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With AI agents

When your plan also includes AI Agents:
  • An Appointments agent (AppointmentBot) offers real free times, books, reschedules and cancels appointments, and chases confirmations and no-shows.
  • Sales and support agents can be allowed to offer times and book, reschedule or cancel appointments — each needs approval by default.
  • Workflows gain the blocks Appointment changes, Has appointment?, Offer free times and Book appointment.

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Who may use Calendar

An Owner or Admin can change these on the Roles screen. See Team and roles.