What's New

What's New

Introducing Marketing Opt-In Filters for Text Messages Introducing "Know Your Client" & New Financial Tracking Fields Effortless Task Management with Recurring Tasks Introducing the New Template Icon Introducing Privacy Controls for Tasks, Notes, Calls, Emails, and Text Messages March 2025: Upcoming Features Introducing Private Appointments in LeadCenter Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Stay Compliant with Automated Client Review Reminders by Email and SMS Integrated Email Marketing with SendGrid Multiple writing Advisors Per Account Click-To-Call Solution Announcement Email Marketing Campaigns Announcement Click-to-Call and Measuring Scheduler Performance New Subject Lines for Appointment System Email Notifications Unlock Your Advisory Firm's Full Automation with Workflows Increase Productivity and Save Time with LeadCenter Peek

Introducing Private Appointments in LeadCenter

02/28/2025

LeadCenter now allows users to make their calendar entries or their entire calendar connection as private. This provides better privacy control over your calendar while maintaining transparency where needed.

What’s New?

  • Private Calendar Connections: A user can now set her Google or Microsoft calendar as Visible to me only. This means other team members can see only blocked time slots without any details inside her LeadCenter calendar.
  • Private calendar entries: A user can mark an idnividual calendar activity (ex: appointments, time blocks, etc) as Visible to hosts only, to hide the activity details from other users.
  • Private calendar entries in Google and Microsoft calendars: will show only LeadCenter as visible only to the activity hosts. Other users will see the time block, but without knowing the details of the activity.

How to Make a Calendar Visible to you Only?

  1. Click on your profile picture in LeadCenter and select Settings.
  2. Navigate to Calendars and choose Calendar Connections.
  3. Find your connected Google or Microsoft calendar.
  4. Toggle the setting to Visibility to me only to restrict visibility to yourself only.

How to Mark an Appointment as Visible to Hosts Only?

  1. Go to your Calendar in LeadCenter.
  2. Click on an existing appointment or create a new one.
  3. Locate the Visibility dropdown next to the Save button.
  4. Select “Visible only to hosts” to make it private.

What Others Will See

  • For private calendar connections, team members will only see time slots labeled as “Private” without any further details.
  • For private appointments, other users will see a greyed-out block with only the time and the “Private” label.

Important Notes

  • Once an appointment is set to private, it can only be modified by the host.
  • If an appointment is created as private and assigned to another host, the creator will not be able to modify it, but the host can.
  • If a user sets an appointment as private for multiple attendees, only the invited attendees (users) can view and open the appointment normally from their calendars. Other team members viewing the calendar will see the appointment as “Private” without details.
  • If an appointment is marked private in LeadCenter, it will also appear as private in the connected Microsoft and Google calendars.

Need Assistance?

If you have any questions, reach out to 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.