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Calendars & Appointments

Calendar Settings
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

Calendar Settings

* Page referenced in this article: calendar settings page.

Use Calendar Settings configure your calendar, including:

  • Basic details: Basic details include calendar name, picture, start and end times for weekly and daily views, in-person meeting location, phone number, Zoom link, and other virtual meeting links.
  • Business hours: the days you are available and the start and end times for each day.
  • Public calendar links: Links that you can send to your clients to check your free/busy time and book appointments with you.
  • Invitee questions: Questions that you can ask invitees to answer when booking an appointment with you using public calendar links.
  • Confirmation email: the confirmation email that will be sent to clients when they book an appointment with you.
  • Appointment reminders: Reminders that will be sent to clients by text message or email before the meeting.
  • Client review reminders: Automated reminders sent by email and text message to contacts before their review due dates.
  • Follow-up emails: Emails that the system will automatically send to clients after the meeting.
  • Calendar connections: connect your Microsoft, Google, or Redtail calendars.

Click on the help button in each section for more information about each setting.

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.