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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 & Appointments page is displayed.
  3. Select and click on Actions > Edit
    Configuring Calendars and Appointments
  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.
      Configuring Calendars and Appointments
    2. On the Basic Employee Information step, update the employee details.
      Configuring Calendars and Appointments
    3. On the Confirmation Email Template step, select the template from the drop-down list.
      Configuring Calendars and Appointments
      For more details, to set up an email template see Creating Email Templates.
    4. On the Reminder Settings step,
      Set the reminder via SMS or Email and choose the virtual number to send reminders via SMS.
      Configuring Calendars and Appointments
      For more details to set the virtual number see Configuring Call Redirect (Virtual Phone Number) to Capture Phone Leads.
    5. On Connect Your Account step, click on connect button to sync with this calendar.
      Configuring Calendars and Appointments
    6. On Review & Save Changes, do a review of the edits.
  5. Click on Save Changes to save the edits for an employee.
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