Lead360Support

Calendars and Appointments

Configure booking calendars, review schedules, book appointments, and collect reservation payments.

4 articles
How this fits into Lead360Explore the white label platformSee how booking and client operations fit into each sub-account.
Lead360 workflow mapCalendars and Appointments
  1. 01

    Configure availability and booking rules for the intended service.

  2. 02

    Review schedules across the correct staff member, calendar, and timezone.

  3. 03

    Collect reservation payments only through approved payment settings.

  4. 04

    Confirm reminders and follow-up workflows before accepting live bookings.

A visual overview of the verified workflows covered by the Calendars and Appointments collection.

About this collection

Turn availability into a reliable booking experience

Lead360 calendars connect services, staff availability, booking rules, customer information, reminders, and optional reservation payments. Calendar View shows scheduled activity, while calendar settings define who can be booked, when time is available, and what the customer must provide.

Review timezone, duration, buffers, assigned team members, service eligibility, payment requirements, and confirmation behavior before publishing a booking destination. When an appointment changes, verify both the calendar event and any related conversation, contact, payment, or automation record.

How Lead360 helps

Lead360 helps businesses publish booking experiences that connect directly to the customer record. Availability, staff assignment, service duration, intake details, reminders, and eligible payments can work together so a confirmed appointment has the information the team needs before the meeting begins.

For agencies managing multiple businesses, each calendar remains tied to the intended sub-account and connected resources. Test the public booking path on mobile and desktop, confirm timezone behavior, and complete a representative booking before using the link in campaigns, customer apps, forms, or automated follow-up.

What you can accomplish

  • Configure availability and booking rules for the intended service.
  • Review schedules across the correct staff member, calendar, and timezone.
  • Collect reservation payments only through approved payment settings.
  • Confirm reminders and follow-up workflows before accepting live bookings.

Continue learning

Articles

Calendar ViewReview the internal schedule, book an exact time, and block time off.AppointmentsBook, find, take payment for, and manage appointments from Appointment List View.Manage CalendarsCreate and configure booking calendars, connect staff Google calendars, and verify availability before sharing a booking link.Connect Zoom to your calendarConnect a team member’s Zoom account to create meeting links for their Lead360 appointments. Each connection belongs to the selected team member and sub-account.