Schedule a session to get a reminder before it starts, or have TalkBar start recording on its own. Then prepare for it: write an agenda, attach documents, pick the knowledge cards you want in front of you, and review what's still open from last time. When the session starts, all of it comes with it.

Upcoming sessions

Open Sessions → Upcoming to see your scheduled sessions. The header has Sessions, Series, Prepare and Schedule session.

Views

Upcoming and Past tabs. Past shows missed, cancelled and recorded sessions from the last 90 days.
List or Week layout. The week view has Previous week, Next week, Today and Jump to week, and can switch between Working hours and All hours. Click a block to start or open it; hover it for Prepare, Edit schedule and Start.
Sort (list only): Soonest first, Latest first or Recently changed.
Filters: series, project and Start mode (Auto-start or Reminder), plus search.

Set the week start, visible hours, weekends, slot size, default layout, week numbers, default duration and default reminders in Settings → General → Calendar. See General settings.

Statuses

Status	What it means
Planned	Scheduled and not started yet.
Started / Recording	The session is being recorded.
Completed	It was recorded.
Not recorded	Nothing was recorded within 15 minutes of the start time. You can still Record now.
Skipped / Cancelled	You skipped or cancelled it.
Moved	It was rescheduled.
Auto-start	It will start recording by itself.

Row actions

Each row has a Start button (Record now once it's under way or missed). It opens the New session window with the session's prepared setup, so you can check it before recording. The ⋮ menu offers:

Action	What it does
Edit schedule	Opens the Schedule window.
Repeat…	Makes a one-time session repeat.
Add to series…	Adds it to a series.
Prepare	Opens its prep page.
Reschedule…	Picks a new date and time.
Open series	Opens its series.
Skip this one	For a repeating session: skips this one, and the series continues.
Cancel session	Cancels it and removes its reminders. This can't be undone.

For past sessions, the menu offers Open session and Schedule again.

Schedule a session

Open the Schedule window from:

Schedule session on the Upcoming page;
Schedule for later in the New session window or on the recording screen;
Schedule follow-up on a session's details page;
the title bar's upcoming menu, or the tray menu.

The window is titled Schedule for later. Its first part, Schedule, sets when the session happens:

Field	What it does
Meeting title (optional)	The session's name.
Project / Series	Where to file it.
Date, Time start, Time end	When it runs. Or click Pick from calendar to choose a free slot on a week view.
Duration	Quick choices from 15 minutes to 3 hours. A scheduled session can't be longer than 3 hours.
Reminders	One or more reminders: At start, 5, 10, 15 or 30 minutes before, 1 hour before or 1 day before. None turns them off.
Repeats	Does not repeat, Daily, weekly on the chosen day, Every weekday (Mon–Fri), monthly on the same date or weekday, or Custom… (see below).
Auto-start recording	Starts recording by itself after a countdown of 10, 30 or 60 seconds, instead of asking you. Off by default.

The other parts — Template, Prep & context and AI & privacy — are the same as in the New session window, so you can set up everything in advance. The session uses your computer's time zone.

If the new time overlaps another scheduled session, TalkBar warns you. Both can stay on the calendar, but only one can record at a time.

Click Schedule session to save, or Schedule and prepare to save and open its prep page.

Repeating sessions

A repeating session always belongs to a series. If you didn't pick one, TalkBar creates a series named after the session and tells you.

Custom… repeat options:

Every 1 to 52 days, weeks or months.
For weeks: On which weekdays. The scheduled day always stays on.
For months: a day of the month, or a weekday such as the second Tuesday.
Ends: Never, On date, or After a number of sessions.

When you edit a repeating session, Apply changes to asks whether the change is for This session only, This and following, or All sessions in the series. To change how it repeats, choose one of the last two.

When you reschedule a repeating session, TalkBar asks whether to move This session only or This and all upcoming. When you cancel one, you can Skip this one and keep the series, or Cancel all upcoming to end the series there.

Reminders and auto-start

At reminder time, a panel appears in the corner of TalkBar with the session's title, time and template, and a desktop notification appears too.

Button	What it does
Start	Starts recording now, with the prepared setup. Unavailable while another session is recording.
Snooze 10m	Reminds you again in 10 minutes. The arrow next to it offers 5, 10, 15 or 30 minutes, or until 5 minutes before the start.
Skip	Skips this session.
Dismiss	Hides the panel.

For an Auto-start session, the panel shows Automatic recording and counts down (Recording starts in). Recording starts when the countdown ends. Snooze turns this one session back into a reminder.

Auto-start becomes a normal reminder when:

another session is already recording;
TalkBar setup isn't finished;
desktop notifications are off and TalkBar is in the background;
on the Free plan, the workspace has reached its session limit.

A session scheduled in another workspace asks you to Start within a short time; starting it switches to that workspace.

Preparing for a session

Open Sessions → Prepare to see the sessions you're preparing for.

Upcoming lists scheduled sessions that have prep, plus preps without a time yet. Past shows the last 90 days.
Sort by Soonest first or Recently prepared. Filter by series, project, or what the prep Has: Action items, Notes, Documents, Knowledge cards or Drafts to review.
The Not prepared yet strip lists upcoming sessions with nothing prepared. Click Prepare on one to start.
Schedule and prepare schedules a new session and opens its prep.

You can also prepare a session that isn't scheduled yet: click Prepare in the New session window. It appears as Not scheduled until you click Schedule….

The prep page

The header shows when the session starts, with Session setup (choose the template, audio and other options in advance) and Start session. Work through the four steps; each gets a check mark once it has content. Everything saves as you go.

Step	What you do
Prep notes	Write the agenda, questions and what you want to learn. This note opens with the session when it starts.
Action items	Review what's still open From earlier meetings in the series, and add more with Add action items. Each item's menu can Skip for this meeting, Stop carrying over, Remove from this meeting or Add to prep notes.
Documents	Upload files or add documents From the knowledge hub. Up to 3 documents, such as a brief, a CV or a proposal. Click Scan for cards on a document to draft knowledge cards from it.
Knowledge cards	The facts, numbers, names and questions you want in front of you. Add a New card, Scan for cards or Add from knowledge. Review scan results in Drafts to review.

Done preparing takes you back to the Prepare list. For a prep without a time, the menu also has Discard prep.

When the session starts, the prep comes with it: the prep note opens in the Notes panel, documents and cards are attached, and the action items show in the Knowledge panel. Once the session has started, the prep page says This meeting has started. Its prep is now part of the session. with a link to the session.

Recording a session

The live recording screen and its panels, pausing and stopping, what happens after you stop, and how TalkBar recovers an interrupted recording.

Session series

Group recurring meetings and related sessions into a series, with a shared schedule, default setup, open action items and history.

Scheduling and preparing