Stay organized and never miss important follow-ups with Taino's integrated calendar system. Create events directly from your calendar and context-specific reminders from customer or policy pages — all syncing automatically with Google Calendar when integration is enabled.

Understanding Events vs. Reminders

Taino provides two types of calendar entries, each designed for different workflows:

• Events: General calendar entries created from the Calendar page. Use events for meetings, appointments, or any time-based activity not tied to a specific customer or policy.
• Reminders: Context-specific notifications created from Customer or Policy pages. Reminders automatically include a direct link to the related customer or policy, making follow-ups instant and effortless.

How to Create Events (Calendar Page Only)

Events can only be created from the Calendar page and appear in your personal calendar view.

Navigation

1. Navigate to Calendar in the left sidebar menu
2. Click the purple Create Event button in the top-right corner

Event Form Fields

• Title: Name of your event (e.g., "Team Meeting", "Client Call")
• Description: Additional details about the event
• Start Time: When the event begins (date and time picker)
• End Time: When the event ends (date and time picker)
• All Day: Toggle to mark as an all-day event (removes time fields)
• Repeat: Set recurring events (daily, weekly, monthly, etc.)
• Notification: Enable reminders before the event starts
• Display Color: Choose a color to visually categorize your events (purple, teal, orange, blue, pink, gray)

Click the purple Create Event button at the bottom to save.

How to Create Reminders (Customer & Policy Pages)

Reminders are created from Customer Details or Policy Details pages and automatically include a direct link back to that record — making it easy for you or your team to jump directly to the relevant context when the reminder triggers.

From Customer Details Page

1. Navigate to Customers in the left sidebar
2. Select a customer to open their Details page
3. Look for the calendar/clock icon button on the far right of the top action buttons
4. Click the calendar/clock icon button
5. Select New Reminder from the dropdown menu

From Policy Details Page

1. Navigate to Policies in the left sidebar
2. Select a policy to open its Details page
3. Look for the calendar/clock icon button on the far right of the top action buttons
4. Click the calendar/clock icon button
5. Select New Reminder from the dropdown menu

Reminder Form Fields

When you open the reminder creation dialog, notice that Taino automatically generates a link to the customer or policy and adds it to the Description field. This ensures that when the reminder appears in your calendar, you can click directly to the related record.

• Title: Name of your reminder (e.g., "Follow up on renewal", "Check claim status")
• Description: Pre-filled with a direct link to the customer or policy (you can add more details)
• Date and Time: When you want to be reminded
• Display Color: Choose a color to visually categorize your reminders (purple, teal, orange, blue, pink, gray)

Click the purple Create Reminder button at the bottom to save.

Where Reminders and Events Appear

All events and reminders appear in your Calendar view:

• Navigate to Calendar in the left sidebar
• View events and reminders in Month, Week, or Day view
• Color-coded entries help you distinguish between different types of activities
• Click any entry to view details or edit

Google Calendar Integration

When you enable Google Calendar synchronization, all events and reminders created in Taino automatically sync to your Google Calendar — and vice versa. This two-way sync ensures you never miss an important task, regardless of which platform you're using.

Learn more: Read our guide on Syncing Events with External Calendars to set up Google Calendar integration.

Key Benefits of Context-Specific Reminders

• Instant Access: Click the auto-generated link in the reminder description to jump directly to the customer or policy
• Team Coordination: Reminders can be shared with team members who also get the direct link
• No Manual Searching: Avoid searching for customer or policy records when a reminder triggers
• Better Follow-Through: Contextual links ensure you have all the information you need immediately

Best Practices

• Use Events for general appointments, meetings, and deadlines
• Use Reminders when you need to follow up on specific customers or policies
• Choose meaningful colors to categorize different types of activities
• Set notification preferences to receive alerts before events/reminders
• Enable Google Calendar sync to stay organized across devices