Managing Appointments
The Calendars section in LeadCenter helps you track your schedule and streamline your meetings and appointments.
It helps you
- Schedule
- Create Appointments
- Select Calendar
- Edit employee calendars
Let’s explore this further.
Schedule
To schedule, 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:
- Log in to your LeadCenter.ai account.
- Expand the left navigation panel and click on Calendars.
- You’ll land on the Calendars page with the default calendar displayed.
- Click on the Create drop-down to select one of the options.
- You’ll see two panes on the screen. One is to fill in your appointment details and the other reflects the corresponding time slots.
- Go on to add details in the different fields.
- 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. |
Recurrence type | Click on this drop-down to select the frequency of this meeting. |
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. |
Meeting Details | Write down any details regarding the meeting. |
Category | Select the meeting category by clicking on the Category drop-down. |
Edit appointments
To edit an appointment, follow these steps:
- Click on the required appointment on your calendar.
- You’ll land on the Edit Appointment page.
- Go on to edit the details in the required fields.
- 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:
- Click on the Select Calendar button on top.
- 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:
- Click on the Select Calendar button on top and check the box next to the person whose calendar you wish to edit.
- Once the required person’s calendar is displayed on the screen, click the gear icon in the top right corner to access Settings.
- Go on and edit the employee details in the required fields.
- Confirm changes by clicking Save.
Navigating Calendars
Navigating Calendars
To navigate Calendars with ease and to use it to its full extent, use the three drop-down filters on top. These filters are:
Type: Use this drop-down to check the required appointment type. For example, confirmed, no show, or cancelled.
Category: Use this drop-down to select the required category, For example, first appointment, customer support, etc.
Source: Use this drop-down to see the source calendar.