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Managing Appointments

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 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:

AttendeesSelect Attendees from the drop-down list.
Customer NameEnter the customer's name.
Customer Email Enter the customer email ID.
TimezoneFrom the drop-down timezone list, select the required time based on the preferred time.
Customer PhoneEnter the customer's phone number from the drop-down list.
Company NameEnter the customer's company name.
Start Date, Start Time, End Date, and End TimePick your start date, start time, end date, and end time in an hour-and-minute format and click Apply.
SubjectEnter the subject for the appointment for example “Demo meeting with Lead“. 
DescriptionEnter the description for the appointment for example “Discussion about the Website
Meeting TypeSelect the meeting type by clicking on the radio button.
Location or Virtual Meeting LinkEnter the Location or Virtual Meeting Link.
Importance Select the Importance from the drop-down list.
Low, Medium, and High.
PrioritySelect 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.

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