How do appointments get booked?
Download MarkdownInto your LeadAttractor booking calendars, which are part of your install. When an AI voice agent is on a live call and the lead is ready to meet, the agent reads your true free slots from the CRM calendar and creates the appointm
Into your LeadAttractor booking calendars, which are part of your install. When an AI voice agent is on a live call and the lead is ready to meet, the agent reads your true free slots from the CRM calendar and creates the appointment on a genuinely open time, so you never get a double-booking.
Jordan is the booking agent who sets the appointment during the call; Sam handles rescheduling and updates the appointment on the same calendar. Booking runs through your CRM calendars; there is no separate CloseMagnet calendar module. Booking the appointment is the success metric, so once it is set the lead is marked won and the workforce stops dialing them. If an appointment looks an hour off, check that your account timezone and CRM calendar timezone match.
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