How to Use the Contacts Calendar View
    Features
    Updated 18/05/20264 min read

    How to Use the Contacts Calendar View

    Plan upcoming visits, appointments, and follow-ups from a calendar view of your contacts.

    The Contacts calendar view gives you another way to work with your Remindlo contacts. Instead of scanning a table, you can see upcoming visits, appointments, and follow-ups placed on a calendar by each contact's next visit date.

    This is useful for service businesses that plan around daily or weekly work: MOT checks, boiler services, dental appointments, beauty bookings, gym follow-ups, renewals, and other recurring customer touchpoints.

    Where to Find the Calendar View

    1. Open your Remindlo dashboard.

    2. Go to Contacts.

    3. Use the List / Calendar switch above the contacts area.

    4. Select Calendar.

    You can switch back to the regular contact list at any time. Both views use the same contacts; the calendar simply presents them by date.

    List And Calendar Views

    What Appears on the Calendar

    A contact appears on the calendar when they have a next visit date. Contacts without a next visit date stay in your contact list, but they will not be shown on the calendar until a date is added.

    If a contact has a specific appointment time, the contact appears at that time. If no specific time was set, the contact appears as an all-day item.

    Calendar Views

    On desktop, you can use multiple calendar layouts:

    • Month - best for planning several weeks ahead.

    • Week - best for seeing your upcoming service schedule.

    • Day - best for focusing on today's appointments and follow-ups.

    • List - best for a compact agenda-style view.

    The week and day views start around normal working hours, so you do not need to scroll past the quiet overnight period before seeing your main appointments.

    Using the Calendar on Mobile

    On mobile, Remindlo uses a simpler pattern: a monthly calendar at the top and a list for the selected day underneath. Tap a date to see the contacts due on that day, then tap a contact to open it.

    This keeps the calendar usable on smaller screens without forcing you to pinch, zoom, or scroll through a dense desktop-style timetable.

    Add a Contact from the Calendar

    You can add a contact directly from the calendar:

    1. Click or tap the date where the contact should be due.

    2. In week or day view, click a specific time slot if you want to set an appointment time.

    3. The existing Add contact form opens with the date and time already filled in.

    4. Complete the contact details and save.

    This uses the same contact form as the list view, so your campaign, recurrence, consent, phone number, and note fields work in the same way.

    Open and Edit a Contact

    Click any contact on the calendar to open the existing Edit contact form. From there you can update the contact's details, change the next visit date, set or remove a specific time, adjust campaign assignment, or update recurrence settings.

    After saving, the calendar refreshes so the contact appears in the correct place.

    Campaign Status Icons

    The calendar shows a simple campaign status next to each contact:

    • Message icon — the contact is in a campaign.

    • Warning icon — the contact has a next visit date, but is not currently in a campaign.

    • Refresh icon — the contact is recurrent.

    The warning icon is especially useful when reviewing upcoming work. It helps you spot contacts who may have a due date but no automated reminder campaign assigned yet.

    Search and Filters

    The search box works in calendar view. You can search by name, phone number, or email to narrow the contacts shown in the visible calendar range.

    Campaign and consent filters also work in calendar view. The date filter is not shown while the calendar is active because the calendar itself controls the date range through its month, week, day, and navigation controls.

    Timezone and Date Format

    The calendar uses your Remindlo account timezone, not the timezone of the device you happen to be using. This helps keep appointment times consistent if you log in while travelling or if a team member opens the dashboard from a different location.

    Date and time formatting follows your account's country settings, matching the way dates are shown in the regular Contacts list.

    Best Practices

    • Review the warning icons regularly — they show contacts that may need to be added to a campaign.

    • Use week view for operations — it gives a clear view of the next few working days.

    • Use month view for planning — it is better for spotting busy periods and upcoming renewals.

    • Add specific times where possible — timed contacts are easier to plan around than all-day items.

    • Keep recurrence updated — recurring contacts are easier to manage when their interval matches the real service cycle.

    Troubleshooting

    A contact is missing from the calendar

    • Open the contact and check that it has a next visit date.

    • Check whether search or filters are hiding the contact.

    • Navigate to the correct month, week, or day.

    The time looks wrong

    • Check your account timezone in Settings.

    • Make sure the contact was saved with the intended appointment time.

    A contact has a warning icon

    • The contact is not currently assigned to a campaign.

    • Open the contact and add it to a campaign if you want Remindlo to send automated reminders.

    Need Help?

    If you need help using the Contacts calendar view, contact us at support@remindlo.co.uk.