Platform · Appointments

Schedule once. Show up prepared.

A shared calendar for your team — public booking from your site, lead-linked follow-ups, and automated reminders so appointments don't slip through the cracks.

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What's included

Calendar, booking, reminders.

Everything you need to run a reliable schedule — whether you're a solo operator or a front desk plus sales team.

Month calendar

See the full month at a glance, click a day to create an event, and drag appointments to reschedule while keeping the same duration.

NESW

Upcoming & all lists

Switch between Upcoming, Calendar, and All views so front-desk staff and owners each get the layout they prefer.

L

Linked to leads

Schedule follow-ups from a lead record or the pipeline — every appointment stays tied to the person you're meeting.

Public booking

Visitors book on your marketing site; Zenpho creates the lead and appointment together and checks slot availability.

Automated reminders

Email, SMS, and in-app reminders fire 5 minutes to 24 hours before start time — with tokens for name, time, and location.

Statuses & history

Track Scheduled, Rescheduled, Completed, and Cancelled. Pipeline cards show the next upcoming meeting for each lead.

How it works

Book. Remind. Complete.

From the first booking click to the completed follow-up — without a separate calendaring tool.

I

Book

Create on the calendar, from a lead, or let prospects self-book on your site — all paths land in the same schedule.

II

Confirm

Automated reminders go to your team and optionally the lead so no-shows drop and everyone shows up prepared.

III

Meet

Open the lead from the appointment, log notes in Conversations, and update pipeline stage when the call goes well.

IV

Complete

Mark done or reschedule in one click. History stays on the lead for the next person on your team.

Appointments FAQ

Common questions.

I Can customers book from my website?

Yes. The marketing booking flow checks availability and creates both a lead and an appointment. You control which slots appear on the public calendar.

II How do reminders work?

Each user sets timing (e.g. 15 minutes or 24 hours before) and channels (email, SMS, in-app). A cron job sends them via SendGrid and Twilio using your templates.

III Does it sync with Google Calendar?

Appointments live in Zenpho today. Google and Outlook appear in Settings as future integrations — your team works from the built-in calendar and mobile-friendly views.

IV Can I attach appointments to existing leads?

Yes. From the lead detail page or a quick-action on the pipeline, schedule a follow-up and it appears on the global calendar and the lead's Appointments tab.

V What happens when someone cancels?

Set status to Cancelled so reporting stays accurate. You can edit times, title, and description anytime from the appointment modal.

Never miss a meeting again.

Try Appointments on the platform or book a call — we'll connect public booking and reminders to your site and CRM.