Planning

Feature Requests

API Integrations Feature Requests

Voters 4

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Calendar for Leads

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 Mikki Milligan

I want leads to be able to schedule appointments without logging into the Portal. The purpose is to meet with the lead first to make sure they would be an ideal client, they are not scammers, or marketers. I want to keep my client portal as tidy as possible with the best prospects and clients that meet my ideal client expectations.

  • 07-03-2022 -
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Mike

Status changed to: Planned

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Mario Carmona

I agree with Mikki. My business model involves providing free 20 minute consultations via phone appointment only, to first-generation immigrant clients (with no idea their phone comes with a gmail or icloud email account), and don't use email.......so allowing the system (or our receptionist) to set up free consultation appointments WITHOUT needing to set up the lead/prospect's SD account would be great for businesses like mine.