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Calendars & Appointments

Appointment Categories
Managing Your Calendar and Appointments Calendar Settings Calendar Settings Basic Details Calendar Business Hours Public Calendar Links Public Calendar Link Settings Public Calendar Invitee Questions Calendar Confirmation Email Appointment Reminders Client Review Reminder Appointment Follow-up Emails Calendar Connections Zoom Meetings Appointment Categories Appointment Templates Shared Public Calendars

Calendars & Appointments

Managing Your Calendar and Appointments Calendar Settings Calendar Settings Basic Details Calendar Business Hours Public Calendar Links Public Calendar Link Settings Public Calendar Invitee Questions Calendar Confirmation Email Appointment Reminders Client Review Reminder Appointment Follow-up Emails Calendar Connections Zoom Meetings Appointment Categories Appointment Templates Shared Public Calendars

Appointment Categories

* Page referenced in this article: appointment categories page.

Appointment and meeting categories are an important aspect of LeadCenter Calendaring Systems. Appointment categories are used for the following:

  • Reporting: LeadCenter appointment reports rely on categories to distinguish between different types of appointments. For example, 1st visit with new client, 2nd visit, etc.
  • Calendar coloring: In your LeadCenter calendar, you can view appointments in different colors based on their category.
  • Public calendar bookings: Optionally you can display the category in the public calendar for clients to choose a category for the meeting.

Important: System categories cannot be deleted from LeadCenter. System appointment categories include:

  • Meetings with prospects including:
    • 1st Visit - Not a Client
    • 2nd Visit - Not a Client
    • 3rd Visit - Not a Client
    • 4th Visit - Not a Client
  • Categories inherited from other calendaring systems. For example, Redtail Calendar, Microsoft Outlook, or Google Calendars

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.