NexusBot Help Centre

Calendar and follow-ups

See new leads, deal close dates and follow-ups on one calendar, with reminders.

3 min read · Updated 5 October 2026

Calendar puts three things in one view, each in its own colour:

  • New leads: when new contacts came in.
  • Deal close dates: the expected close date of your deals.
  • Follow-ups: calls, visits or appointments you've scheduled.

The Agenda beside the calendar lists what's coming up. Click Today to jump back to this week.

Create a follow-up

  1. Click New follow-up, or a day on the calendar.
  2. Enter a Title and pick the Contact.
  3. Set the Date, Time and Duration.
  4. Choose Remind me: 15 minutes, 30 minutes, 1 hour or 1 day before.
  5. Add Notes if you like, then click Create Follow-up.

You can also add follow-ups from a contact's Follow-ups tab.

Update a follow-up

Click it to edit. Set the Status to Completed, Cancelled or No-show so your calendar stays accurate.

Appointments that customers book themselves through a Flow also appear here. See Let customers book appointments.