Table of Contents
What This Feature Does #
The Scheduler is a single calendar view of everything your tenant has scheduled across channels: email and WhatsApp broadcasts, social posts, workflow runs, and per-contact reminders and follow-ups. It does not replace each feature’s own scheduling step — when you schedule a broadcast from Email or WhatsApp Campaigns, it automatically appears here too, so you have one place to see, reschedule, or cancel upcoming activity without duplicating the entry.
You can also create activities directly here through a guided 4-step wizard, including a Reminder or a one-off WhatsApp/email message to a specific contact (the recipient is picked from your contact list, not typed as a raw number).
When to Use #
- Use to see everything scheduled across channels at a glance instead of checking each module separately.
- Use to reschedule or cancel a scheduled item without reopening its original module.
- Use to schedule certain activity types directly from the calendar.
- Do not use this to check delivery results after an item has already run — use the source module’s own campaign or broadcast details for that.
Prerequisites #
- CompanyAdmin or TenantUser role with Scheduler access granted.
- Each activity type also requires its own underlying feature and permission — for example, scheduling an Email Broadcast still requires Email Campaigns access, and scheduling a Pinterest Pin still requires Pinterest access. Types you don’t have access to simply do not appear in the picker.
