Managing Appointments

Open an Appointment

1. Visit redbeltgym.com.
2. Sign in to your account.
3. Click Appointment in the left-side menu.
4. Click the appointment on the calendar. Its details open in a window, showing the contact, their contact type, the agenda, date, time, who set the appointment, and its status.

Complete an Appointment

Completing an appointment marks the lead's contact type as "Showed," which helps with follow-up. If an appointment isn't completed after its date and time have passed, the lead is marked "No showed."

Click Complete appointment.

Reschedule an Appointment

When you change the date and time, the lead's contact type stays "Appointment."

1. Click Reschedule.
2. Choose the new date and times.
3. Type a reason for the change. A note is required.
4. Save your changes.

The appointment moves to the new date, and its details show how many times it has been rescheduled.

Edit the Agenda

Click the pencil icon next to the agenda, type the new agenda, then save your change.

Cancel an Appointment

When you cancel an appointment, the lead returns to its last contact type, such as "Lead" or "No showed."

1. Click Cancel appointment.
2. Type a reason for the cancellation. A note is required.
3. Confirm the cancellation.

The appointment is removed from the calendar.