Stay in Control - Book Appointments in Just a Few Clicks

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Need to quickly lock in a meeting or follow up with a lead? Whether it’s a listing consult, a discovery call, or a sales chat, Jumpalead makes manual booking fast, simple, and synced.

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✨ Why Use Manual Booking?

• Instantly add calls or meetings to your calendar
• Keep your pipeline moving
• Avoid back-and-forth with clients
• Perfect for phone-ins, referrals, or in-person meetings

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📍 Step-by-Step: Manually Booking an Appointment

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Step 1: Go to the Calendar Section
From your dashboard, click on the Calendar tab.

Step 2: Click ‘+ New Appointment’ or Select a Time Slot
Choose the time and date directly in the calendar, or click the “+” button to start from scratch.

Step 3: Fill in Appointment Details
Add the key info:

• Name of the person or lead
• Type of appointment (e.g., Consultation, Showing, Strategy Call)
• Duration
• Location or Meeting Link (in-person, Zoom, phone, etc.)
• Notes or reminders (optional)

Step 4: Assign it to a Pipeline (Optional)
Keep everything organized by linking the appointment to a lead, opportunity, or pipeline stage.

Step 5: Send Confirmation (Optional but Recommended)
Choose to email or SMS the details to the client so it’s in their calendar too!

Step 6: Save Appointment
Click Save, and it’s locked in. 🎯

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🔄 Need to Reschedule?

No problem! Just click on the appointment in your calendar, hit Edit, and choose a new time.

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📬 Pro Tip: Add Reminders

Set up automatic reminders to go out before the meeting, so no one forgets, and you stay one step ahead.