LeadCenter offers seamless integration with the Zoom video conferencing platform. Once connected, the system automatically generates video conferencing details when someone books a call with you. You and your invitee will receive details via a confirmation email and calendar event.

Connect your Zoom account

To connect your Zoom account, follow the steps given below:

1. Log in to your LeadCenter account.
2. Click on Calendars in the left navigation menu

3. Click on the gear icon in the top right corner to access Settings.

4. In the Basic details section, scroll down and click on Connect your Zoom account button

5. After signing in to your Zoom account, click the Allow button at the bottom

6. You’ll be redirected to the Calendar Settings page

7. Click on the radio button next to Enable Zoom Meeting Summary AI Companion. If you enable this feature, Zoom Meeting Summary will be inserted in LeadCenter as a note and linked to the appointment

8. Click on the radio button next to Enable Creating Tasks from Zoom Meeting Summary AI Companion. If you enable this feature, Tasks will be created in LeadCenter from Zoom Meeting Summary and assigned to you.

9. Save these changes by clicking on the Save button

Here is an example how the meeting summary and tasks will be captured from Zoom Meeting Summary AI Companion

Scheduling a Zoom meeting from internal calendar

1. In your calendar, click to create an appointment with contact

2. Under Meeting Type, select Zoom Meeting.

3. Click Create Appointment.

After your create the appointment, you and your invitee will receive Zoom details via confirmation email and calendar invite. The meeting will also show in your Zoom account under Upcoming Meetings.

Scheduling a Zoom meeting from Public Scheduler

Your clients will be able to book a Zoom meeting from your public scheduler page, you and your invitee will receive Zoom details via confirmation email and calendar event. The meeting will also show in your Zoom account under Upcoming Meetings.

Disconnecting Zoom Account

To disconnect your zoom account, go to calendar settings. In the basic details page, click on the disconnect link.

LeadCenter.AI allows users to manage their appointments and calendars. It helps you manage the working hours & calendar time of your employee.

To manage a task, do the following;

1. Login to his account on LeadCenter.ai using https://app.leadcenter.ai/login
2. On the left side navigation menu click on SETUP > Calendars
   The Manage Calendars page is displayed.
3. Select and click on Edit
   
4. In the Edit Employee Calendars, enter the following details:
   1. On the Business Hours Settings step set the open/close day, and start/end time.
      
   2. On the Basic Employee Information step, update the employee details.
      
   3. Click on Save Changes to save the edits for an employee.
   4. On the Confirmation Email Template step, select the template from the drop-down list.
      
      For more details, to set up an email template see Creating Email Templates.
   5. On the Reminder Settings step,
      Set the reminder via SMS or Email and choose the virtual number to send reminders via SMS.
      
      For more details to set the virtual number see Configuring Call Redirect (Virtual Phone Number) to Capture Phone Leads.
   6. On Connect Your Account step, click on connect button to sync with this calendar.
      
      
   7. On Review & Save Changes, do a review of the edits.

The Calendars section in LeadCenter helps you track your schedule and streamline your meetings and appointments.

It helps you

• Use Scheduler
• Create Appointments
• Select Calendar
• Edit employee calendars

Let’s explore this further.

Use Scheduler

To use the Scheduler, click on the forward and backward arrows to move to the next day or the previous day. The available views are:

• Today - By default
• Month
• Week
• Day
• List 

Create appointments

To create appointments, follow these steps:

1. Log in to your LeadCenter.ai account.
2. Expand the left navigation panel and click on Calendars.
3. You’ll land on the Calendars page with the default calendar displayed.
4. Click on the Create drop-down to select one of the options.
5. You’ll see two panes on the screen. One is to fill in your appointment details and the other reflects the corresponding time slots.
6. Go on to add details in the different fields.
7. Confirm your appointment by clicking the Create Appointment button.

Refer to the table below for some common fields with description:

Fields	Description
Attendees	Select Attendees from the drop-down list.
Customer Name	Enter the customer's name.
Customer Email	Enter the customer email ID.
Timezone	From the drop-down timezone list, select the required time based on the preferred time.
Customer Phone	Enter the customer's phone number from the drop-down list.
Company Name	Enter the customer's company name.
Start Date, Start Time, End Date, and End Time	Pick your start date, start time, end date, and end time in an hour-and-minute format and click Apply.
Subject	Enter the subject for the appointment for example “Demo meeting with Lead“.
Description	Enter the description for the appointment for example “Discussion about the Website“
Meeting Type	Select the meeting type by clicking on the radio button.
Location or Virtual Meeting Link	Enter the Location or Virtual Meeting Link.
Importance	Select the Importance from the drop-down list. Low, Medium, and High.
Priority	Select the priority from the drop-down list. 1, 2,3, 4, 5, and 6.

Edit appointments

To edit an appointment, follow these steps:

1. Click on the required appointment on your calendar.
2. You’ll land on the Edit Appointment page.
3. Go on to edit the details in the required fields.
4. Once done, confirm the changes by clicking on the Save button.

Additional options

On top, you’ll see three buttons. You can use them to:

• Send SMS
• Send Email
• Send Reminder

At the bottom, you’ll see two buttons next to the Save button:

• Cancel Meeting: Use this button to cancel this appointment.
• No Show: Use this button if your invitee didn’t attend the meeting.

Select Calendar

You have the option to view the calendars of your colleagues or employees. Follow these steps to do so:

1. Click on the Select Calendar button on top.
2. Check the box next to the required person(s) name to view their calendar.

Edit employee calendars

You can edit employee calendars. To do this, follow these steps:

1. Click on the Select Calendar button on top and check the box next to the person whose calendar you wish to edit.
2. Once the required person’s calendar is displayed on the screen, click the gear icon in the top right corner to access Settings.
3. Go on and edit the employee details in the required fields.
4. Confirm changes by clicking Save.