How to Set Your Booking Link in LeadLocate

Every salesperson already has a booking link. Setting it means choosing the hours it offers and putting it where a customer will tap it.

1. Open the calendar settings

   In the desktop CRM click Calendar in the main menu, then Settings in the page header. One popup opens with a tab per calendar.

2. Pick the calendar

   Choose My Calendar for your personal link, which shows your name and photo and books the visit to you. A manager chooses Team Calendar for the store link, which shows only the company and lands bookings on the shared calendar unassigned.

3. Set the hours the link offers

   Each day of the week has an on or off switch and a start and end time. Switch off your days off, shorten the days you leave early, and save the hours. A customer opening the link only sees times inside this grid.

4. Copy the link

   Click Copy Calendar link to clipboard. The link itself is copy only; you do not edit its address. If you want the calendar on a page you control, the same tab carries the embed code.

5. Put the link where customers are

   Paste it into your Email Signature on your user record, into the texts you send when a customer asks to come in, and on your personal website: in the website editor's Business Info tab the Schedule URL field has Pre-fill with your personal calendar link and Pre-fill with the shared team calendar link buttons so you do not retype it.

6. Send it from the phone

   In the LeadLocate mobile app the calendar view carries Calendar booking links with Personal Link and Team Link one tap away, and Quick Schedule mirrors your personal link so you can text it mid conversation.

You need your LeadLocate login and a clear idea of the hours you actually take visits, which are not the hours the store is open. A salesperson who is off Mondays and leaves at four on Wednesdays sets exactly that; a link that offers a slot you then have to cancel costs more than a link that offers fewer slots. Have your photo on your profile first, because the personal link shows it.

Any user sets their own personal link and hours. The team link and team hours are a manager's job, and the team grid is independent of any one person's hours and of the phone system's business hours, so the store can take bookings for hours that differ from when the phone is answered. The appointment booking links page explains the two kinds of link; this page is the clicks.

Open your personal link in a private browser window and you see what the customer sees: your name and photo, a calendar, and only the days and times inside your grid. Book a test visit and it appears on your LeadLocate CRM calendar with the customer attached, on the Workspace under the day's appointments, and, if you have connected it, on your Google Calendar. When the appointment confirmation templates are switched on in Automated Templates, the confirmation text and email go out on booking.

The team link shows the store rather than a person, and a booking through it lands on the shared team calendar unassigned, ready for a BDC agent to hand to whoever is free. Several customers can pick the same Saturday morning on the team link, because the store staffs it; the personal link blocks a slot once it is taken.

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The link offers no times. Every day in the grid is switched off, or the hours were not saved. Open Settings, switch the working days on, check each has a start and end time, and save the hours again.

The link shows the wrong name or no photo. The personal link reads your user record. Add the photo under Profile and Signature and confirm the name on the record; the guide to setting up your profile covers it.

Customers booked but nobody was confirmed. The appointment confirmation templates are off. Open Automated Templates and switch on the appointment confirmation text and email, and add the reminder step to your Follow Up Process so the customer hears from you the morning of the visit.

Connect Google Calendar so a booking shows on the calendar you already carry; the guide is in the help center beside this one. Set the phone system's business hours separately, because the two grids are independent on purpose. If you run a BDC, the BDC appointment setting page describes how the team link, the shared calendar and round robin fit together. A printed business card or referral card from Design Studio can carry the link as a QR code, which is the fastest way to get it in front of a customer on the lot.

Send the personal link to a customer you are already talking to and the team link to everyone else; a customer who has been texting with you should not be handed to a generic company page. When a customer on the phone says they need to check with their spouse, text the link during the call, and the visit gets booked that night instead of never. And leave a fifteen minute buffer at the end of your day in the grid, because a 5:45 visit on a 6:00 close is a visit you will rush.

Where do I find my booking link?

Calendar, then Settings, then the My Calendar tab. The link is there with Copy Calendar link to clipboard beside it, and the same tab holds your booking hours and the embed code. On the phone, Calendar booking links in the app carries the Personal Link and Team Link.

Where do I set the hours the link offers?

In the same popup, on the My Calendar or Team Calendar tab: one on or off switch and a start and end time per day. Save the hours and the link only offers times inside that grid.

What is the difference between my link and the team link?

Your personal link shows your name and photo, uses your hours and books the visit to you. The team link shows only the store, uses the team hours, does not block slots, and lands bookings on the shared calendar unassigned for a BDC agent to route.

Can I put the booking calendar on my website?

Yes. The tab carries an embed code for a page you control, and the website editor's Business Info tab has a Schedule URL field with a button to pre-fill it with your personal or the shared team link.

Schedule Training from the top bar of the CRM and a trainer sets your hours and places the link with you on a screen share, or watch the pre-recorded live demo first.

Prefer to talk right now? Call or text 844-376-2274.