In the upper menu bar, click Lead to Consult > Leads. You will see the LIST OF ALL LEADS.
Click on the Pencil Icon if you need to make edits to the lead form
Click SAVE
Click on the Calendar icon to book a consult
You are now looking at the SHARED WEEK so you can see multiple calendars at the same time.
Select MY DAY, MY WEEK, or MY MONTH to only look at your own calendar
Click on the USER LIST button to select and your team members’ calendars (you can select multiple by pressing the CTRL or Command button on your keyboard)
Select the day and click on the time you want to book the consultation for by dragging your mouse over your desired timeframe
The CREATE CONSULTATION pop-up will show up with the following information:
Subject: Auto populated with “Consultation Booked: Name of Lead”
Status: Automatically updated to Consultation Booked
Start Date: Populated based on calendar date and time you selected
Contact Name: Carried over from the Lead Form
End Date: Populated based on calendar date and time you selected
Address: Carried over from the Lead Form
Duration: You can select the length of time needed and it will update the End Date and time
Assigned To: You can change who the consultation is assigned to here
Booking Notes: This carries over from the Lead Form Booking Notes but you can edit and add to them here. This will populate in the EC’s calendar booking
Click SAVE
The COMPOSE EMAIL screen will open, and you will see the Consultation Booked Email To Family Email Template. Here, you have the option to edit the template, or leave the default email.
Click the Send icon. The Leads Dashboard, will show that the Lead’s status has changed to Consultation Booked. If you calendar is synced with the System, you should see this booking auto-populate to your calendar.