You can add a lead to an appointment directly from your Appointments Calendar.
1. Head to Appointments>Calendar, and click directly on the calendar
2. Choose the appointment & provider details
3. Start typing in the search bar existing lead's name to select & Book
You can also offer a free trial appointment to an existing athlete.
Just head to Appointments 3.0 > New Appointment. Select the details of the service and choose the athlete from the search bar. Then select 'Book as Free Trial' to offer a free appointment to an existing athlete.
- Need to book an appointment for someone who isn’t a lead or athlete in your system already? You can add a new lead from the New Appointment screen (Appointments>Calendar > New Appointment) to immediately create & book your new lead into an appointment.
- or directly in the picker by clicking onto the Appointments Calendar directly!