How Can We Help?
LeadCentre.AI Appointments section helps you to track your schedule, like your meetings and 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;
- On LeadCenter.AI, go to Appointments
The Appointments page is displayed. - Click on the New Appointment button.
- Enter the details to create a new appointment. See the table below for more details on the fields.
- Click Create Appointment button to create the appointment.
A success message “Appointment Created Successfully” will be displayed.
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. |
Editing Appointments
To edit an appointment, do the following;
- On LeadCenter.AI, go to Appointments
- Click on the appointment from the calendar.
The Appointments Edit page is displayed. - [OPTIONAL] Click the Cancel Appointment button to cancel the appointment.
- [OPTIONAL] Click the Complete Appointment button to complete the appointment.
- [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.
Editing Employee Calendars
To edit an employee calendar, do the following;
- On LeadCenter.AI, go to Appointments
The Appointments page is displayed. - Click on the Switch Calendar drop-down list.
- Choose the employee calendar.
- Click on the Settings button.
The Edit Employee Calendars page is displayed. - Edit the employee details. For more details about editing employee details fields, see Step 4 in Configuring Calendars and Appointments section.