Help Center

Managing Your Calendar and Appointments

* Page referenced in this article: calendar page.

LeadCenter calendars will help you:

• Streamline meetings experience internally and externally.
• Automate sending reminders by email and text to attendees.
• Allow contacts to schedule meetings with you by using public calendars.
• Bring all your calendars into one place using integration with Microsoft, Google, and Redtail calendars.
• Save you time by:
  • Taking notes and creating tasks after each Zoom meeting, as they will be automatically created.
  • Writing follow-up emails.
  • Sending client review reminders.
• Provides advanced reporting and visualization tools to monitor your business's performance.

To set up your calendar, click on the settings button on your calendar page.

Types of activities

You can create the following types of activities in calendars

• Appointments with contacts: This appointment will trigger the appointment confirmation email and text and email reminders to be sent clients. You can add the spouse or additional guests to the appointment.
• Internal meeting: Internal meetings are appointments that will only have users from the company. This will not trigger reminders or a contact confirmation email.
• Time block: This is a free or busy time block that you can add to your calendar. You can add multiple users from your company to a time block.
• Tasks: Tasks will appear in the calendar but will not block time. If you want to create a busy time block, use a time block activity.
• Client review reminder: Send automated reminders by email and text to contacts before their review due dates.

Public calendar

Say goodbye to scheduling headaches with BookMyTime.AI. Our powerful yet intuitive platform takes care of appointment booking and reminders, so you can focus on growing your business.

• Share your calendar with clients or prospects so they can check your availability and book meetings directly with you.
• Reduce friction in the sales funnel and close more deals.
• Keep deal momentum high by removing scheduling friction at every stage of the sales cycle.

Public calendar main page

Public calendar links created are hosted on BookMyTime.AI. For example, you can create a public calendar link like this:

Adding a public calendar to your website

You can add a public calendar to your website using an iframe. In Calendar Settings -> Public Calendar Links, click on the icon next to your calendar name and then copy the iframe code and paste it into your website. The iframe code looks like this:

<iframe src="https://bookmytime.ai/YOURNAME?embed=true" width="900" height="600" style="border: none;"></iframe>

You can also share a specific calendar link (e.g., 30 minutes) instead of embedding the entire public calendar to your website.