Appointment

An appointment is a prearranged meeting between a Lead and an Employee of your Company.

Appointment document type can be used to schedule and manage interaction with a Lead or an Opportunity.

1. Prerequisites

2. How to create an Appointment

To Create a new Appointment go to

Sales > CRM > Appointment

2.1 Creating appointments via website

Your Customers/Leads can create appointment using the webpage yoursitename.com/book_appointment.

First they need to set a date, time. Then, add more details

It'll match the customer email with leads in the system and if one is found, it is linked with the document. If no lead is found, the appointment is marked as "Unverified" and an email is sent to the customer to confirm their email

3. Features

3.1 Autoassign

When you set up an appointment booking system, employees are assigned to appointments automatically based on the list of available agents you've selected. The system will assign the employee with the fewest appointments on the day of the scheduled appointment and who is available during the scheduled time.

3.2 Email confirmation

If an appointment is booked with an email address that is not already in the system, an email will be sent to that address to confirm its validity. Once confirmed, a new Lead will be created along with the Appointment.

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