How do I manage an appointment from the LeadConnector app?

When you open an appointment in the LeadConnector app, everything about it is on one screen in tabs: details, attendees, booking form answers, notes, history and payments. You can prepare for a care consultation or update a booking without jumping between Calendars, Contacts and Forms.

Open an appointment

1. Go to Calendars.
2. Tap an appointment.
3. Tap a tab to see that part of the appointment.

What each tab shows

• Details: date, time, calendar and other core information. Make quick changes here.
• Attendees: the people booked into the appointment.
• Form Submission: answers from the booking form, such as the family's reason for calling. Standard booking forms are supported. Custom forms do not appear here yet.
• Notes: internal notes for your team. Families and other contacts cannot see them. Use them for handoffs, such as passing context from your intake coordinator to the nurse doing the assessment.
• Activity Log: a read-only history of every change to the appointment.
• Payments: appears only if payments are set up for that calendar.

Send a reschedule link

Instead of finding a new time for the family yourself, you can send them a link to pick one.

1. Open the appointment. You can also reach it from Contacts, Conversations or Opportunities.
2. Tap the three-dot menu in the top right.
3. Tap Generate reschedule link.
4. Tap Share. The link is copied and your phone's share menu opens.
5. Choose how to send it, such as Messages or email.

Important: anyone with the link can change the appointment time. Send it only to the person who booked.

Troubleshooting

• I don't see Generate reschedule link. The appointment must have a contact attached and be editable, and your user role must allow you to manage it. It is not available for appointments synced from Calendly or for custom recurring appointments.
• The share sheet shows N/A. The link could not be created. Try again later, and if it keeps happening, Submit a ticket.
• Can I send a reschedule link for a cancelled or no-show appointment? Yes.
• I don't see the Payments tab. Payments are not set up for that calendar. That is expected for most consultation calendars.

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