Question card - Working with a Calendar block

Calendar Block

What is a calendar block?

The calendar block allows you to prompt users for specific dates or date and time information within your chatbot interactions. For example, if you need to schedule a product delivery with a customer, the calendar block enables you to gather their preferred date and time. 

Why use the calendar block?

Adding the calendar block into your chatbot flow ensures accurate input validation and simplifies the process of scheduling appointments or deliveries.


Types of formats:

  • Date
  • Date and Time
Supported in all channels, including WhatsApp, Telegram, and Facebook Messenger.

Each format can be customized to align with the preferences and standards of the user’s region.

Steps to add a calendar block

1. To add the Calendar block to the flow, click on the add block icon (+)
2. Choose Calendar under the Question Cards section

If you try to close the block listing without saving the calendar block, all the unsaved changes will be lost permanently.

3. Add the Question in the question field

4. Choose the Calendar Format options you want your users to choose the date or date and time.


5. a) If you choose Date, select the format you require the user to give as the input:

  • dd/MM/yyyy      
  • MM/dd/yyyy
  • yyyy/MM/dd
  1. yyyy- year
  2. dd- date
  3. MM -month


     
b) If you choose Date and Time, select the format you require the user to give as the input:

  • dd/MM/yyyy hh:mm a
  • MM/dd/yyyy hh:mm a
  • yyyy/MM/dd hh:mm a

  1. yyyy -year
  2. dd-date
  3. MM-month
  4. hh -hour
  5. mm-minute
  6. a- AM/PM
6. Select the Default Time Zone according to the user’s region.








You can search for the required time zone and select it.
7. Add a unique name for your block in the Block name field.
8. Input variable will auto-populate according to the added block name; you can change it if needed.

 

If you enter the name of an existing block for another block, the below error will be displayed.



9. Adjust the existing Validation Error Message to fit the context of your calendar block.
10. Click on the Preview block option to see how the block would be displayed to the user.
11. If you are satisfied with the output, click Save.



12. Click Save.
13. Select Publish.

  1. If this block is not mandatory for your user to answer, toggle 'on' the option to Skip Block. This option is not available for flows of WhatsApp, Telegram, and Facebook Messenger channels.
  2. If you want to keep this block as the end of your conversational flow, toggle 'on' the End block option.

Editing the calendar block

You can edit an calendar block whenever required, even after the flow is published or in the drafts section, by following these steps:

1. Open the flow and click on Edit.




2. Click on the
Calendar Block, which you may have named differently.
3. You will see a set of block options from which, click on Edit Block.



4. Make the required changes to the block and Save.


5. Click Save. 
6. Publish the flow.



  • If you edit a block while an end user is engaged in a live session with the bot, the previous version of the flow will be rendered until they restart the conversation.
  • After making changes, it is necessary to re-publish the flow for those changes to be reflected in an end user's session.
  • If a change is made to an input variable, it will be automatically updated across all flows where the variable is used.

Copy a calendar block

Copy block option can be used when you need to reuse a block that you previously created; you can copy that block and add it to your flow as it is or edit it according to the requirement.

1. Click on the Calendar Block you require to copy.
2. Choose the Copy Block option; the block will be pasted on the clipboard.
3. When you require to paste that block, click on the Add block icon (+).  
The pasted block would appear on the block listing section and be stated as From Clipboard
4. Edit the block if required or directly click on Paste.

  • The copied calendar block can be pasted multiple times. If you no longer require to paste it, you can clear the clipboard by clicking on the close icon corresponding to the clipboard option.
  • When copying an existing calendar block, all of its content, including variables, if any, will be copied as it is. You can edit it as required before adding it to the flow. Since the names of each block must be unique, the word '_copy' will be added to the copied blocks automatically; this can be changed if required.
  • If you have copied a block and it is in the clipboard, deleting the copied block later will also remove it from the clipboard.

Deleting the calendar block

1. Open the flow and click on Edit


2. Click on the Calendar Block, which you may have named differently.
3. You will see a set of block options from which, click on
Delete Block.



4. Confirm deleting the selected block by clicking on
Yes, Delete it.


You can immediately use the undo option to restore a deleted block as your following action, but not otherwise.



5. Click Save.
6. Publish the flow.


  • If you delete a block while an end user is engaged in a live session with the bot, the previous version of the flow will be rendered until they restart the conversation.
  • After making changes, it is necessary to re-publish the flow for those changes to be reflected in an end user's session.

If the deleted block has dependencies, such as given below, errors will be displayed:


Path below the block:



If the block was used to jump to a different flow:



Use case

From an online store selling store named Zylker electronics, the customer had received the order but was facing an issue with the gadget. He immediately checks their website and starts a conversation with the bot. After validating their return request, the bot guides them to select a date and time for the delivery personnel to collect the damaged gadget.

Examples of the calendar blocks in a flow

Delivery timing

The user is prompted to schedule a time and date for the delivery person to collect the damaged gadget. 

Bot prompt: Please choose a date and time as per your convenience for the delivery personnel to take the damaged gadget.

Input given in the builder:



GC widget's output:





After the user adds the date and time:




Best practices

  • Mention working hours, if applicable for your business.
  • Set the date and time format according to the preferences and standards of the user’s region (e.g., MM/DD/YYYY for the U.S., DD/MM/YYYY for Europe).
  • Provide clear and concise instructions on how to select a date or date and time. For example, "Please select a date for your appointment."
  • Allow users to modify easily or cancel their selected dates and times, with clear confirmation messages. 


Supported channels

The calendar block is supported in the following channels:

  1. WhatsApp
  2. Telegram
  3. Facebook Messenger

A total of 500 blocks can be added in a flow. If you reach that count, you can use the jump block to create a new flow or delete unnecessary flows.





    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION











                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • Text Block

                                                                                                            What is a text block? Text block lets you ask questions and receive answers in the form of a text. If the user wants to give a gist about a specific problem or positive feedback after using the product, incorporating a text block is an ideal method ...
                                                                                                          • Components of the GC Flow Builder

                                                                                                            The GC flow builder comprises three components: Blocks Paths Variables Blocks Blocks are the fundamental units of the flow builder. A text message that you want to display, a set of options that you want the customer to choose, the step where you ...
                                                                                                          • Button Block

                                                                                                            What is a button block? The button block is a type of choice block that presents users with one or more options in the form of buttons. This block enhances user interaction by allowing them to select their preferred option from a predefined list of ...
                                                                                                          • Number Block

                                                                                                            What is a number block? A number block allows you to ask questions and receive answers in the form of numbers. For example, if a customer has questions about their order and needs to provide an order ID, a number block can be incorporated into the ...
                                                                                                          • URL Block

                                                                                                            What is a URL block? The URL block allows you to ask users for input in the form of a URL. By incorporating the URL block, chatbots can handle more complex interactions, improve problem resolution times, and provide a richer user experience. Why use ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources