Mastering Calendar Management in LeadDec: A Comprehensive Guide
Welcome to LeadDec's Calendar Management guide! In this tutorial, we'll walk you through the process of efficiently managing calendars to streamline appointment bookings and organize staff schedules effectively.
Navigating the Calendar Section
Upon logging in, you'll find the Calendar section on the left-hand side of your dashboard. Here, you can view all upcoming appointments at a glance. Easily book appointments by selecting clients, searching for prospects, or adding new prospects directly from the calendar interface.
Exploring Calendar Settings
Clicking on "My Calendar" allows you to view user-specific calendars, group calendars, and individual calendars. Customize calendar settings by accessing the calendar settings menu. Here, you can create or update calendar groups, adjust availability settings, and configure confirmation preferences.
Creating Booking Calendars
Utilize the calendar settings menu to create booking calendars tailored to your specific needs. Whether you're managing staff schedules or booking consultations, creating separate calendars ensures efficient organization. Adjust settings such as availability, session durations, and confirmation preferences to optimize the booking process.
Optimizing Availability
Fine-tune availability settings to ensure smooth scheduling and avoid overbooking. Choose between options like "Optimized Availability" to display the next available date or "Equal Distribution" to evenly distribute bookings among staff members. Customize availability settings based on your business requirements to streamline the booking process.