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How to Set an Appointment with a Customer

To keep your entire team on the same page, you can schedule customer appointments directly through the LISA admin. Creating an appointment will allow you to assign a rep, put the appointment on the Calendar and Events pages, and automatically notify the customer and the rep by email.

To create a customer appointment, follow the instructions below.

Please note that you can only set an appointment for a user with the Representative role. Get an overview of the Rep role or learn how to set up a Rep in the LISA admin.

1. Go to the Contacts Dashboard

After logging into your LISA platform, go to Contact Manager > Contacts


2. Find the Contact

On the Contacts page, find the contact you'd like to make an appointment with. You can use the search bar or filters at the top to assist. 


3. Open the Menu and Create Appointment

Once you've located the contact, click the three-dots button to open the action menu. Then click Create Appointment.


4. Fill Out the Appointment Details

Once you've clicked to create the appointment, you'll be brought to the appointment-setting screen on that contact's page, as shown below. 


Most of these fields are self-explanatory, but here are a few tips to help you complete this section.


This dropdown menu allows you to set a more specific status for this appointment if you would like to. If you set a status here, then you'll be able to filter for it within the Contacts dashboard.

Certain statuses will also allow for even further detail in the "Status Detail" field to the right.


Assign Rep

This dropdown menu allows you to assign the contact to a specific representative. (Need to set up a Rep? Learn how here.)


By doing so, that representative will have access to the customer in their Contact Manager, and the scheduled appointment will appear on the rep's LISA admin dashboard (as shown below).


Learn more about the Rep view and dashboard to see what Reps are able to do in the LISA admin.

Appointment Notes

The appointment notes field is for internal use only; customers will not see these notes. You can enter any details about the customer, the product, the sales approach, etc.


Send Appointment Confirmation

The final checkbox allows you to send an automated confirmation email to both the customer and the assigned representative. This is optional but recommended.


Want to change the email sent to the customer and rep? Learn how to customize your appointment email template.

4. Save Your Changes

Once you have completed the details above, click "Save" to set the appointment right away.


By clicking save, the appointment will be immediately scheduled in the LISA admin, and your automated email will be sent (if you checked the confirmation box above).