Schedule Appointments

You can schedule appointments with leads and clients using the Appointments module. Follow the steps below to create, manage, and share appointments.

Step-by-Step Instructions

1. Log in as an Employee
   • If you are currently logged in as an Admin, switch accounts and log in as an Employee.
     
   • Only Employee accounts can create and manage appointments directly with leads or clients.
     
     
2. Navigate to the Appointments module
   • From the main menu, open the Appointments module.
     
   • Select Appointments to view your calendar or list of existing appointments.
     
     
3. Create a new appointment
   • Click the Create Appointment button.
     
   • Fill in all required fields, such as:
     • Appointment title
       
     • Date and time
       
     • Lead or client name
       
     • Location or meeting link (if applicable)
       
   • Click Save to create the appointment.
     
     
4. Edit appointment details (if needed)
   • Select any appointment from the list to update information.
     
   • Click Save after making changes.
     
     
5. Share the appointment with leads or clients
   • Go back to the Appointments page and select the created appointment.
     
   • Click the Copy Link button.
     
   • Share this link with the lead or client so they can view the appointment details or join the meeting (if applicable).
     
     

Tips and Best Practices

• Double-check the time zone when scheduling appointments with clients in different regions.
  
• Use the Copy Link feature to easily share appointments without manually sending calendar invites.
  
• Keep your appointments updated to reflect any changes in schedule or client availability.
  
  

Video Tutorial
For a visual walkthrough, you can watch the step-by-step video guide here:

Watch Video Guide