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Adding an appointment
Adding an appointment

Need to add an appointment to a lead? Alright then.

Louise Buscombe avatar
Written by Louise Buscombe
Updated over a week ago

Step 1.
Go to the 'Add' button in the navigation bar.


Step 2.
Select 'Add Appointment' from the menu.


Step 3.
Type the name of the lead you want to add the appointment to. Select the lead's name and you'll be taken to their lead page.
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Step 4.
Select the treatment in question in the 'Treatments' section. Click 'Add appointment'.
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Step 5.
Complete the appointment details and select 'Next'.


Step 6.
Confirm the automations you'd like the lead to receive.ย 


Step 7.
Click 'Done'.

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