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.

To access Appointment list, go to:

Home > CRM > Sales Pipeline > Appointment

1. Prerequisites

1. Appointment Booking Settings
2. Holiday List
3. Lead
4. Email

2. How to create an Appointment

1. Go to Appointment list, click on New
2. Select scheduled time of the appointment
3. Enter customer details
4. In linked documents, if you have already created a Lead for the Customer you can set it here. Otherwise the system will automatically create a new lead with the customer details from previous step.
5. Save.

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:

The system will compare the customer’s email with existing leads, and if a match is found, it will be associated with the document. In the absence of a matching lead, the appointment is labeled as “Unverified,” and an email is dispatched to the customer to authenticate their email address.

3. Features

3.1 Autoassign

Appointments are automatically allocated to employees based on the Agents list configured in Appointment Booking Settings. The employee with the fewest appointments scheduled for the day of the appointment and who is available during the designated time slot is assigned to handle the appointment.

3.2 Email confirmation

If no corresponding lead is found in the system, an email will be sent to the email address provided in the appointment to verify its validity. Once confirmed, a new lead will be generated in the system along with the appointment.