Scheduled Calls tab

📋 overview the scheduled calls tab provides a calendar view of all client calls that have been scheduled from the enrolling clients tab it is used by payroll advisors and admins to track upcoming, past due, and completed calls manage rescheduling, cancellations, and reminders ensure all onboarding call requirements (wc, fpr, ir) are completed 📌 for information on how calls are first scheduled, see docid\ l5dggdbqkzqxnepfch 🖥️ layout & features advisor filter → view calls assigned to a specific payroll advisor carrier filter → narrow the calendar to specific carriers day/week toggle → switch between daily or weekly calendar views color coded call blocks → each scheduled call appears as a block with client business name scheduled start and end time call type (wc = welcome call, fpr = first payroll review, ir = invoice review) 🖱️ hover details hovering over a scheduled call shows a tooltip with client name appointment time & duration call type assigned payroll advisor contact details (phone, email) status (e g , ✓ completed) 📌 call context menu clicking a scheduled call block opens a context menu with the following options 📧 send reminder → sends a reminder via email + sms to the client 👁 view details → opens the call card with appointment information 📝 edit appointment → opens the reschedule modal (date/time only; call type cannot be changed) ✅ mark complete → marks the call as completed, turning the block green ❌ cancel call → cancels the appointment and sends a cancellation email + sms to the client 📞 call cards & actions when viewing details of a scheduled call, the call card provides direct actions start call → opens dial pad, calls the client’s main contact view questionnaire → opens enrollment questionnaire reschedule call → updates the date/time (call type remains the same) no answer → marks the call as red (missed) and sends a missed call notification mark as completed → marks the requirement green and logs completion 🔔 scheduled calls button the scheduled calls button is displayed on the payroll dashboard counter → shows the number of calls scheduled for the advisor today color logic 🟣 purple = calls scheduled, none missed 🔴 red = at least one call missed ✅ best practices use the enrolling clients tab to identify which clients are ready for calls always confirm scheduled calls in the scheduled calls tab to avoid overlaps if a client misses a call, immediately use reschedule or no answer to keep records accurate rely on the scheduled calls button as a daily indicator of workload and missed calls 📌 reference for call setup, requirements, and status rules, see docid\ l5dggdbqkzqxnepfch email notification triggers to the clients can be reviewed in this artcile client appointment notifications – email & sms templates docid\ lr16m52cdvdftkgtsiyr1 ✅ summary the scheduled calls tab is the central hub for viewing and managing all client calls scheduled during enrollment with its calendar view, context menus, and real time status updates, it provides payroll advisors and admins with a complete view of their daily and weekly call responsibilities next steps after familiarizing yourself with the payroll dashboard , explore scheduled calls tab docid\ m o qulblovzbcsssmk52 manage calendar of scheduled calls with enrolling clients payroll card overview manage individual payroll records processing tab understand payroll requirements flags overview learn about all system flags data dashboard overview process related tasks 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation