What's New

What's New

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Change Host Calendar for Client Review Reminders

02/27/2025

LeadCenter now allows you to change the Host Calendar for Client Review Reminders. This update provides greater flexibility in managing scheduled client reviews, ensuring appointments are assigned to the right team members.

How to Change the Host Calendar

  1. Navigate to the Contact Details Page of the client whose review reminder needs to be updated.
  2. Find the Client Review Reminders section.
  3. Click on the Actions dropdown and select Edit.
  4. Locate the Host Calendar field.
  5. Click the pencil icon next to the current calendar name.
  6. In the Change Host Calendar popup, select the new calendar from the dropdown list.
  7. Click Change to apply the changes.

Important Note: Changing the Host Calendar does not affect past reminders—only future reminders will be updated.

Need Help?

If you have any questions, contact LeadCenter Support at 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.