Lesson 1 – How To Book a Trial Class (Appointment)

Lesson 15 Module 2

How To Book an Appointment From Your Lead Connector Phone App

In order to book an appointment for one of your trials, follow these few simple steps:

  1. Click on the 3 dots it the top right corner of the contact name
  2. Click on Book Appointment
  3. Under Appointment Date - choose the appointment date requested by the person
  4. Choose the correct time Slot 
  5. Press the check mark at the top right corner to book the appointment

Once the appointment is successfully booked, an automated message with an appointment confirmation will be sent by the system automatically to the person booked. 

One of the ways to verify if the appointment was successfully booked is to click on the contact and then on the View Appointment in the top right corner (if you're using the Lead Connector App on your phone). Here you should be able to see the booked appointment.

Alternatively, you can click on the calendar icon at the bottom of your Lead Connector app and verify if the appointment shows up, listed under the calendar.