Scheduling

Your calendar lives in chat. Book appointments, set up recurring jobs, plan optimized routes, and let Nalo remind your clients automatically.

Booking an appointment

Schedule Mrs Lewis for Tuesday 7am

Nalo confirms:

✅ Appointment scheduled for Mrs Lewis:

📅 Tuesday, April 21, 2026 🕖 7:00 AM 📍 11 Inland Prairie Dr, Tomball (from her profile)

ID: #129

Anything else?

If the client doesn’t have an address yet:

Schedule Mrs Lewis for Tuesday 7am at 11 Inland Prairie Dr Tomball

Nalo saves the address for next time and validates it.

Natural date phrases

All of these work:

Natural time phrases

Recurring appointments

Weekly lawn mowing for Mrs Lewis on Tuesdays at 7am

Nalo creates 12 weekly appointments starting from the next Tuesday. Ongoing by default — no end date.

Limited-duration

Weekly mowing for 8 weeks only

Nalo creates exactly 8 appointments.

Bi-weekly, monthly

Bi-weekly maintenance for Mr Smith every other Wednesday at 9am

Monthly inspection for Vista Apartments on the 1st at 10am

Managing recurring

Delete all future instances:

“Delete all recurring for Mrs Lewis”

Nalo asks: “Delete all 11 remaining? A Yes B Just this one C Cancel”

Delete one instance only: Tap the appointment in /config → Schedule → “Delete this one only”.

Move one instance:

“Move Tuesday’s appointment to Wednesday 8am”

Nalo moves just that one, leaves the rest of the series intact.

Automatic client reminders (24h before)

Every hour on the hour, Nalo scans your upcoming appointments. Any appointment that’s starting in 23–25 hours gets the client a reminder:

Hi Mrs Lewis, friendly reminder from Pedro Plumbing: see you tomorrow at 7:00 @ 11 Inland Prairie Dr, Tomball. Reply C to confirm.

Why it matters:

• Reduces no-shows by 40–60% (industry data)
• Zero work from you
• Language matches the client’s preferred language

If you don’t want reminders for a specific appointment: add no reminder to the notes field in /config → Schedule → tap the appointment.

Idempotent — Nalo only sends one reminder per appointment, ever. No duplicates even if the scheduler runs twice.

Route planning

For tradespeople who visit multiple clients in a day:

Plan my route for tomorrow

Nalo:

1. Gathers all appointments for that date
2. Orders them nearest-neighbor (if GPS coords are available — via validated addresses)
3. Creates a Route with ordered stops
4. Generates a single Google Maps link with all stops

Sample output:

🚚 Route for April 21, 2026

1. 7:00 — Mrs Lewis @ 11 Inland Prairie Dr, Tomball
2. 9:30 — Mr Chen @ 8 Park Ave, Tomball
3. 11:00 — Rodriguez @ 204 Oak St, Tomball
4. 13:00 — Mrs Patel @ 55 Elm Ave, Spring
5. 14:30 — Johnson @ 301 Cedar Ln, Spring

Open in Google Maps →

Multi-crew routing

If you have more than one crew:

Plan route for Morning crew tomorrow

Nalo scopes the route to appointments assigned to that crew only.

Marking stops complete

Mark stop 2 as done

Or in /config → Schedule: tap the stop → “Mark complete”.

The weekly calendar

/config → Schedule tab shows a 7-day calendar grid:

• Today is highlighted in teal
• Each card shows appointments with time + client + location preview + assigned crew/employee
• Tap any appointment to edit inline (change time, date, location, crew, notes)
• Arrows at the top move between weeks
• Jump to today button

Crew assignment

If you’re solo, Nalo never mentions crews in confirmations. Clean and quiet.

If you have multiple crews and don’t specify one, Nalo uses your default crew (the first one you created, or one you’ve chosen explicitly). Mentioned once in the confirmation:

✅ Scheduled for Tuesday 7am. Assigned to Main crew — say “con X” next time to use a different crew.

Assigning to a specific crew

Schedule Mrs Lewis for Tuesday 7am with the Morning crew

Assigning to a specific employee

Schedule Mrs Lewis for Tuesday 7am con Juan

Nalo resolves Juan → his primary crew → assigns the appointment to both Juan and that crew.

Crew disambiguation

If multiple crews exist, you didn’t specify one, and no default is set:

Which crew? A Main crew B Night shift C Weekend team

Pick by letter. Nalo remembers and schedules.

See Crews & employees for the full story.

Editing an appointment later

Any of these work:

Move Mrs Lewis to 8am Cancel Tuesday’s appointment Reschedule her Tuesday to Thursday 7am Change Mrs Lewis appointment location to 45 Main St

Or open /config → Schedule → tap the card → edit inline.

Tips

• Validate addresses up front — when you first mention a client address, say yes to the suggested corrected form. This unlocks accurate route planning later.
• Use the default crew — if 90% of your work goes to one crew, set it as default and you’ll never have to specify.
• Reminder timing is automatic — it always goes out 23–25 hours before. You can’t customize individual reminders in v1; let the team know if that matters to you.
• Recurring templates — Nalo doesn’t have templates yet. For a new client with a recurring pattern, just create the first appointment + recurring rule.

Next

• Crews & employees — Crews
• Send reminders to specific clients — Send to clients
• Config UI for the calendar — The /config panel