How do I view calendars, book appointments and share booking links in the LeadConnector app?

The Calendars area of the LeadConnector app lets you see your team's schedule, book appointments and send booking links while you are on the road. For example, you can check when your nurse is free for an in-home assessment and text the family a link to book it.

See several schedules at once

1. Tap Calendars in the bottom bar.
2. Tap the dropdown under the calendar to open the selector.
3. Choose multiple users, calendars or groups.

Each selection gets its own color, so you can tell whose appointment is whose at a glance.

Book an appointment

1. In Calendars, start a new appointment.
2. Choose the contact, calendar, date and time.
3. Add any notes or meeting details and save.

• Picked the wrong contact? You can change the contact while you are still booking. You do not have to start over.
• Custom meeting address: you can insert custom values in this field, such as your office address saved as a custom value.
• Long notes: tap View more to read the full appointment notes.

Share a booking link

1. In Calendars, tap the share icon in the top right corner.
2. Choose Calendar or Group. Use the search if you have many.
3. Choose the type of link:
   • Scheduling link: the standard booking link.
   • Permanent link: a link that stays the same.
   • One-time link: expires after it is used once. Available for single calendars only, not groups. Good for sending to one specific family.
4. Tap Share. The link is copied to your phone's clipboard so you can paste it into a text or email.

Have a question about your own account? Submit a ticket and our team will follow up.