Creating and editing an appointment from a lead

Creating an Ad-Hoc Appointment

1. Select New > Appointment from the lead summary page.
2. Customise the appointment details, or select an appointment type.
3. Click Next to proceed.
4. If creating a custom appointment, select the user, then confirm the date and time.
5. A summary of the appointment details will be shown on screen.
6. Click the back button to make changes, or click Save to continue.

• The appointment will then appear on the lead summary page and in the connected calendar.

Creating an Appointment via Appointment Types

1. Select New > Appointment from the lead summary page.
2. Customise the appointment details, or select an appointment type.
   • If an appointment type is selected, the user can't be changed in the next step.
3. Click Next to proceed.
4. Confirm the date and time for the appointment.
5. A summary of the appointment details will be shown on screen.
6. Click the back button to make changes, or click Save to continue.

• The appointment will then appear on the lead summary page and in the connected calendar.

Editing an Existing Appointment

• Appointments can be edited directly from the lead in FLG - this also updates the appointment in the connected calendar.

1. Navigate to the lead summary page with the appointment you'd like to edit.
2. Click the pencil icon next to the appointment.
3. Customise the appointment details.
4. Click Next to proceed.
5. Select the new date and/or time, then click Next.

• The updated appointment will then be shown on the lead.

Viewing an Appointment on a Lead

• Scheduled appointments are visible from the user dashboard or the lead summary page.
• To see only appointments, use the filters at the bottom of the page:
  • Select View All Appointments
  • Apply the filter
• Upcoming or completed appointments will then be displayed in the activity list.

Marking an Appointment as Complete

• Appointments can be marked as complete from the lead in FLG or from the user's dashboard.

Completing an Appointment from the Dashboard

• The appointment appears as part of the task list.
• Click the button with the tick mark to mark it as complete.
• The appointment will then no longer show on the dashboard and will be marked as complete on the lead.

Completing an Appointment on the Lead Record

• Navigate to the lead summary page with the appointment.
• Click the button with the tick mark.
• The appointment will then show as completed in the activity history.

Cancelling an Existing Appointment

• Appointments created in FLG can be cancelled from the lead record.

1. Navigate to the lead record the appointment is booked with - it will be shown in the activity list.
2. Click the X button to cancel the appointment.
3. Confirm the deletion when prompted by your web browser.

• The appointment will then be deleted from the lead and from the connected calendar.