Help Center

Managing Your Calendar and Appointments

* Page referenced in this article: calendar page.

LeadCenter’s calendar helps you manage scheduling, availability, client communication, and meeting workflows from one place. It combines your internal calendar with external connections so you can keep appointments organized, automate notifications, and use AI tools before, during, and after meetings.

What You Can Do with Calendars

• Schedule appointments with contacts, spouses, guests, and internal team members
• Sync with Google Calendar, Microsoft Outlook, and Redtail for a more complete calendar view
• Share public booking links through BookMyTime.AI so contacts can self-schedule
• Automate confirmations, reminders, and follow-up emails for appointments
• Use Claudia AI meeting tools for note taking, recordings, summaries, and follow-up drafts
• Create shared public calendars for team or round-robin booking
• Manage review reminders for recurring client follow-up

Types of Calendar Activities

Calendar Setup and Settings

To configure your calendar, open Calendar Settings. Key areas include:

• Calendar Business Hours — Set your weekly availability, booking window, increments, and buffers
• Calendar Connections — Connect Google Calendar, Microsoft Outlook, Redtail, and Zoom
• Public Calendar Links — Create booking links for contacts
• Appointment Categories — Organize appointments by type
• Appointment Reminders — Configure email and text reminders
• Appointment Follow-Up Emails — Automate post-meeting follow-up
• Calendar Confirmation Email — Choose the confirmation template for appointments

Calendar Integrations

LeadCenter integrates with these calendar and meeting systems:

• Google Calendar — sync events and use Google Meet links
• Microsoft Outlook — sync events and use Microsoft Teams links
• Zoom — generate Zoom links for appointments
• Redtail CRM — sync appointments and meeting types

For setup steps, see Calendar Connections.

Public Booking with BookMyTime.AI

You can share your availability with contacts and prospects so they can book appointments directly with you.

• Your main public booking page is hosted on BookMyTime.AI
• You can create multiple booking links with different durations or meeting types
• You can embed public booking links on your website using an iframe
• You can use booking link settings to control location, instructions, limits, and confirmation templates

For more details, see Public Calendar Links and Shared Public Calendars.

Calendar Views

Use the toolbar at the top of the calendar to switch views:

• Month — View the full month
• Work Week — View weekdays only
• Week — View all seven days
• Day — View one day in detail
• List — View activities in chronological list format

AI Meeting Features

LeadCenter’s AI assistant, Claudia AI, can help with meeting preparation, virtual meeting capture, summaries, and follow-up communication.

• AI Note Taker
• Play or Download Meeting Recordings
• AI Meeting Preparation
• AI Meeting Summaries

All Articles in This Section

Setup and Configuration

• Calendar Settings
• Calendar Business Hours
• Calendar Connections
• Appointment Categories
• Appointment Templates
• Internal Subject for Appointments

Public Booking

• Public Calendar Links
• Shared Public Calendars
• Shared Calendar User Priority
• Using Google Meet for Appointments
• Zoom Meetings
• Calendar Booking Prefill Parameters

Notifications and Communication

• How Appointment Notifications Work
• Calendar Confirmation Email
• Calendar Invite vs Email Confirmation
• Appointment Reminders
• Appointment Follow-Up Emails
• Client Review Reminder

Working with Appointments

• Time Blocks with Contacts
• Appointments with Contacts Without Email

Meeting Recordings and AI

• AI Note Taker (Claudia AI)
• Play or Download Meeting Recordings