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Managing Appointments

LeadCentre.AI Appointments section helps you to track your schedule, like your meetings and appointments.
managing appointments

It helps you to;

  • Create Appointments
  • Manage Calendars and Appointments
  • Viewing Scheduler
  • Switch Calendars
  • Editing Employee Calendars

Creating Appointments

To create an appointment, do the following;

  1. On LeadCenter.AI, go to Appointments
    Appointments page
    The Appointments page is displayed.
  2. Click on the New Appointment button.
    appointment page
  3. Enter the details to create a new appointment. See the table below for more details on the fields.
    appointment page configuration
  4. Click Create Appointment button to create the appointment.
    A success message “Appointment Created Successfully” will be displayed.
    appointment page
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.
Create Appointment Attributes

Editing Appointments

To edit an appointment, do the following;

  1. On LeadCenter.AI, go to Appointments
  2. Click on the appointment from the calendar.
    The Appointments Edit page is displayed.
  3. [OPTIONAL] Click the Cancel Appointment button to cancel the appointment.
  4. [OPTIONAL] Click the Complete Appointment button to complete the appointment.
  5. [OPTIONAL] Click Save Changes and Reschedule button to save the change for the appointment.

Managing Calendars and Appointments

To manage Calendars and Appointments click on View All button. See Configuring Calendars and Appointments for more details.

Viewing Scheduler

To view the Scheduler, click on the Scheduler button.

Click on the forward and backward arrows to move to the next day or the previous day.
It allows you to view the schedule for 1 day, 3 days, and 7 days.

Switching Calendars

To switch between Employee Calendars, click on the Switch Calendar drop-down button and select the required employee calendar.
LeadCenter Appointments

Editing Employee Calendars

To edit an employee calendar, do the following;

  1. On LeadCenter.AI, go to Appointments
    The Appointments page is displayed.
  2. Click on the Switch Calendar drop-down list.
  3. Choose the employee calendar.
  4. Click on the Settings button.
    Employee Calendars page
    The Edit Employee Calendars page is displayed.
  5. Edit the employee details. For more details about editing employee details fields, see Step 4 in Configuring Calendars and Appointments section.

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