Gym Lead Machine offers several ways to book appointments for your contacts: via the Calendars, Opportunities, or Contacts sections. Depending on your needs, you can choose between standard appointment slots that respect user availability or custom slots that allow you to book outside set times.
Standard vs. Custom Appointments: Which Should You Use?
Standard Appointment | Custom Appointment | |
|---|---|---|
Respects office hours and team member availability | Yes | No: you can book any chosen time |
Default duration | Based on calendar settings | 30 minutes (adjust start and end times if needed) |
Best for | Normal scheduling | Booking outside set availability (get approval from the user first) |
How Do I Book an Appointment via Calendars?
Navigate to Calendars. Go to the Calendars option in the left menu of your Gym Lead Machine account.
Initiate the appointment booking. Click the + New button in the upper right corner.
Select or add a contact. In the pop-up window, search for and select the contact for whom you want to book an appointment. If the contact isn't in Gym Lead Machine yet, click Add new to enter their information.
Choose the correct calendar. Select the appropriate calendar for the appointment.
Assign a team member (optional). To assign a specific team member, use the Team Member field. If left on Calendar Default, the system will display the first available slots for all team members assigned to that calendar. Selecting a specific team member updates the available time slots to reflect their availability.
Select the appointment type (Standard or Custom). You can toggle between Standard and Custom options below the Date and Time fields.
Standard Appointment: Respects the office hours set in the calendar settings and the availability of the selected team member.
Custom Appointment: Allows you to override office hours and team member availability, letting you book an appointment for any chosen time. Be sure to have approval from the appointment owner before booking a custom slot.
Set the date and time. For Standard appointments, select an available date and time from the provided slots. For Custom appointments, use the date and time menus to create the desired appointment slot. Remember, all custom appointments default to 30 minutes, so adjust the start and end times if necessary.
Finalize the appointment. Click the blue Book Appointment button at the bottom right of the pop-up to save the appointment.
How Do I Book an Appointment via Opportunities?
Navigate to Opportunities. Go to the Opportunities option in the left menu of your Gym Lead Machine account.
Find the correct opportunity card. Search for or locate the opportunity card for the contact needing the appointment.
Initiate the appointment booking. Click the grey calendar icon at the bottom of the opportunity card.
Click +New Appointment and choose the appropriate calendar type (Meetings, Services, or Rentals).
NOTE: All default GLM calendars will be “Meeting” calendars
Complete Steps 5 through 8 above from How Do I Book an Appointment via Calendars?
How Do I Book an Appointment via Contacts?
Navigate to Contacts. Go to the Contacts option in the left menu of your Gym Lead Machine account.
Find and select the contact. Search for the contact needing an appointment.
Click the calendar icon. Find “Appointments” in the right-hand navigation.
Click +New Appointment and choose the appropriate calendar type (Meetings, Services, or Rentals).
NOTE: All default GLM calendars will be “Meeting” calendars
Complete Steps 5 through 8 above from How Do I Book an Appointment via Calendars?
By using these methods, you can efficiently book appointments for contacts within Gym Lead Machine, ensuring that your team's schedule is well-organized and aligned with your gym's operational needs.
If you have questions about booking appointments in Gym Lead Machine, our Support team is happy to help. Reach us at hello@usekilo.com.