An introduction to Appointments

• Appointments simplifies and speeds up scheduling a call or meeting with a customer or prospect.
• It checks availability in your external calendar (or multiple users in a group) so you can pick a suitable time without leaving FLG CRM.
• FLG stays up to date with any changes you make - no more manually duplicating appointments across multiple calendars.

Connecting Your Calendar

• Appointments requires you to connect your external calendar to FLG CRM.
• Go to the profile menu in the bottom left corner of FLG CRM, then Update Profile > Calendar Settings > Open Calendar Settings.
• This feature is powered by Cronofy, which handles secure two-way calendar sync between FLG and your users' calendars.

Creating Appointments

• Appointments are created from the lead summary via New > Appointment.
• Access is controlled by the Managing Leads permission "Enable add notes, emails, tasks & other items".

Appointment Types

• Appointment types speed up creating appointments and keep them consistent across your users.
• Create one via Settings > Appointments.
• Access is controlled by the Administration permission "Enable user to manage appointment settings".

Appointments and the API

• Appointment fields and information are not currently available as part of FLG's API offerings.
• This page will be updated if that changes in future.
• See the API documentation page for what's currently possible with FLG's API tools.

Appointments Audit

• Each lead keeps a record of appointment events in the audit log.

What's Recorded in the Audit Log?

• The time, date and user's name are recorded for:
  • New appointments being created
  • Appointments marked as complete
  • Appointment edits
  • Appointment cancellations through FLG
  • Appointment cancellations through the external calendar

How to Access the Audit Log

• From the lead summary page, click Filters.
• Select View All Items.
• Apply the filter.
• The audit log, including appointment information, will be displayed.