Getting Started
Schedule
Your calendar for events and appointments
The schedule shows all your lead appointments, agency events, and recruiting schedules in one place. Switch between day and week views to see as much or as little as you need.
Events
- Lead appointments — presentations scheduled with leads, created from the Leads page
- Agency events — training sessions, meetings, group interviews, and other team events
- Recruit availability — time windows when recruits are available for interviews
Creating events
Click on any time slot to create a training session, meeting, group interview, or other event. Lead appointments are scheduled from the Sales section.