This guide explains how to set up, navigate, and manage calendars and appointments in LeadCenter, including configuring calendars, creating appointments, managing time slots, using tasks, and optimizing the public calendar for clients.

1. Accessing Your Calendar

To access the calendar in LeadCenter:

1. Log into LeadCenter.
2. Click Calendars from the main menu.
3. Switch between your calendar and other users’ calendars if needed.
4. Select multiple calendars together to view all appointments across users.
5. Use filters to focus on specific types of meetings, such as in-person, Zoom, or cancelled appointments.
6. Switch views to Day, Work Week, Week, or List to see appointments in your preferred layout.

Tip: Clear all filters if appointments are not visible. This is a common support issue.

2. Calendar Settings

To configure your calendar:

1. Click Settings under Calendars or through your profile menu.
2. Configure basic details such as calendar name, picture, weekly and daily view times.
3. Set your time zone to ensure appointments sync correctly across different regions.
4. Connect external calendars like Google, Microsoft, Zoom, Microsoft Teams, or Google Meet.
5. Limit weekly appointments per client to prevent overbooking on public calendars.

Tip: Tasks and events from seminars can be displayed on your calendar, but they do not block time unless specified.

3. Appointment Types

LeadCenter distinguishes between three types of appointments:

1. Appointments with Contacts – Meetings scheduled with clients.
2. Internal Meetings – Private meetings for your team only.
3. Time Slots – Busy or free blocks for availability.

Important: Tasks do not block calendar time. Use tasks for reminders and follow-ups, while time slots block availability.

4. Creating Appointments

You can create an appointment in three ways:

1. From the Calendar directly.
2. From the Contact page using the Action menu.
3. From the Meeting page.

Steps to create an appointment with a client:

1. Select the contact and include the spouse or additional guests if applicable.
2. Add internal attendees from your team if needed.
3. Select confirmation email templates and any preparation templates.
4. Assign meeting platform links (Zoom, Google Meet, Microsoft Teams).
5. Choose visibility options: make appointments visible only to hosts or share with team members.
6. Save the appointment. If sending notifications, select Save and Send.

Tip: Internal subjects allow hosts to add notes visible only internally without sharing with clients.

5. Public Calendar Links

LeadCenter allows you to create public calendar links for clients to book meetings:

1. Create multiple public calendars for different appointment types.
2. Assign categories like “First Visit – Not a Client” to impact reporting automatically.
3. Configure time slots, advance booking limits, and daily appointment limits.
4. Use custom questions to collect client information before booking.
5. Embed public calendars on your website using the iframe code or direct link.

Tip: Keep public calendars optimized to reduce friction and increase booking completion.

6. Appointment Templates and Short Codes

Appointment templates automate filling forms and generating email confirmations:

1. Build confirmation email or reminder templates for appointments.
2. Use short codes to dynamically insert client details like first name, nickname, or links.
3. Ensure short codes match the template category (appointments or events).
4. Use clickable links to simplify client confirmations, reschedules, or cancellations.

Tip: For text reminders, confirm phone number verification to ensure delivery.

7. Using Claudi Meeting Assistant

Claudi AI can automate meeting notes, tasks, and draft follow-up emails:

1. Enable Claudi in calendar or meeting settings.
2. Claudi will generate notes for internal or client meetings.
3. Privacy settings control visibility: private meetings remain visible only to hosts.
4. Tasks generated by Claudi are visible under the tasks section.

Tip: Claudi improves efficiency and ensures consistent documentation of meetings.

8. Tasks vs Time Slots

Understanding the difference is crucial:

• Tasks – Used for actionable items, reminders, or follow-ups. They remain visible until completed.
• Time Slots – Used to block calendar time for free or busy periods. They do not act as reminders for tasks.

Recommendation: Use tasks for actionable items and time slots for availability management.

Summary

Tip: Use Main and Sleeve accounts to reduce duplication while maintaining accurate production tracking.

By following these steps, you can efficiently create, manage, and report on financial accounts in LeadCenter.

By following these steps, you can effectively master calendars and appointments in LeadCenter, automate workflows, and ensure accurate reporting while keeping your clients and team informed.