Creating an ad-hoc appointment
To book an appointment select New > Appointment from the lead summary page.
You can then customise the appointment details or select an appointment type. Click on Next to proceed.
If creating a custom appointment, select the user thenconfirm the date and time for the appointment.
A summary of the appointment details will be shown on screen. Click on the back button if you need to make changes, otherwise click on Save to continue.
The appointment will then show on the lead summary page and in the connected calendar.
Creating an appointment via appointment types
The process is very similar to above, to book an appointment select New > Appointment from the lead summary page.
You can then customise the appointment details or select an appointment type -If an appointment type is selected the user can't be changed in the next step - Click on Next to proceed.
You can now confirm the date and time for the appointment.
A summary of the appointment details will be shown on screen. Click on the back button if you need to make changes, otherwise click on Save to continue.
The appointment will then show on the lead summary page and in the connected calendar.
Editing an existing appointment
Appointments can be edited directly from the lead in FLG. This will also update the appointment in the connected calendar.
Navigate to the lead summary page that has the appointment that you'd like to edit. Click on the pencil icon next to the appointment.
You can then customise the appointment details. Click on Next to proceed.
Select the new date and/or time and then click on Next.
The updated appointment will then be shown on the lead.
Viewing an Appointment on a Lead
Scheduled appointments are visible from the user dashboard or from the lead summary page.
If you want to see only appointments this can be done by using the filters found at the bottom of the page.
Select View All Appointments.
You can then apply the filter.
Any upcoming or completed appointments will then be displayed in the activity list.
Marking an appointment as complete
Appointments can be marked as complete from the lead in FLG or from the user's dashboard.
Completing an appointment from the dashboard
You'll see the appointment as part of the task list. To mark the appointment as complete click on the button with the tick mark.
Once that's done the appointment will no longer show on the dashboard and will be marked as complete on the lead.
Completing an appointment on the lead record
Navigate to the lead summary page that has the appointment and then click on the button with the tick mark.
The appointment will then show as completed in the activity history.
Cancel an existing appointment
Appointments created in FLG can be cancelled on the lead record
Navigate to the lead record that the appointment is booked with. You will then see the appointment in the activity list. To cancel the appointment click on the 'X' button.
You will see a prompt from your web browser asking you to confirm that you'd like to delete the appointment. Just confirm that you'd like to do so and then the appointment will be deleted from the lead and from the connected calendar.