What an appointment contains
Each appointment stores the following information:Appointment time
The date and time of the scheduled follow-up. Appointments are ordered chronologically in the calendar view.
Duration
How long the appointment is expected to last, in minutes.
Prospect
The prospect the appointment is for. Includes the prospect’s name and address for quick reference.
Created by
The team member who scheduled the appointment, recorded automatically.
Scheduling an appointment
You create appointments from within a prospect’s detail panel.1
Open the prospect
Find the prospect in the Prospects list or tap their pin on the Map. Click the row or pin to open the detail panel.
2
Click Schedule Appointment
Scroll to the Appointments section in the detail panel and click Schedule Appointment (or + Appointment).
3
Set the date and time
Pick the appointment date and time from the date-time picker. This becomes the scheduled follow-up time visible in the calendar.
4
Set the duration
Enter the expected duration in minutes. This is optional but useful if you are syncing to Google Calendar.
5
Save
Click Save. The appointment is attached to the prospect and appears in the calendar view.
Viewing appointments in the calendar
All your upcoming appointments are listed in chronological order in the calendar view. Each entry shows the appointment time, the prospect’s name, and their address. Click any appointment to navigate directly to that prospect’s detail panel. You can filter appointments by date range — passdateFrom and dateTo query parameters to scope the view to a specific window.
Google Calendar sync
You can connect your LeadScout account to Google Calendar so that every appointment you schedule in LeadScout automatically appears on your Google Calendar.Set up Google Calendar integration
Learn how to connect your Google account and configure two-way calendar sync.
Google Calendar sync is configured at the account level. Each team member needs to connect their own Google account to sync their own appointments.
