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Calendars & Appointments

Appointment Follow-up Emails
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 Follow-up Emails

LeadCenter can be used to automate sending follow-up emails to client after a meeting. You can set conditions to whom the follow-up email will be sent to. You can also control when the email will be sent after minutes, hours or days of the meeting. You can create multiple follow-up email for each calendar.

Tip: The follow-up email will be sent to the contact and all people in the cc of the meeting request. Also Follow-up emails are applicable to appointments with contacts, not internal meetings or time blocks.

Followup Email Conditions

The conditions that you can set to control the follow-up emails are:

  • Appointment category: example: 1st visit not a client, or policy review. Appointment category is set at the time of creating or updating the meeting. You can change the appointment category after the meeting but before the follow-up email is sent.
  • Appointment status: status can be cancelled, no-show, or completed. Note that if a appointment is not cancelled or marked no-show, the system will assume that the appointment took place and it is completed.
  • Lead stage in the sales pipeline.
  • The calendar link used: Will restrict follow-up email to be sent only for appointments created from a certain public calendar.

To setup a following email follow these steps:

  1. First create a follow-up email template fromemail templates page.
  2. In the Create Follow-up Email Screen:
    • configure the conditions that will trigger the email.
    • Select the email template you created in the earlier step.
    • Enter a number in the Send After field and select Minutes, Hours, or Days from the drop down next to it.
    • Make sue Enabled radio button is turned on.
    • Click Save button.

Now you have a follow-up email enabled that will be trigger after the meeting based on the conditions and sending time you set.

If you need help, please send an email to support@leadcenter.ai

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.