Operations
Visual create / edit / preview surface for appointment-type defaults.
6 types
| Name | Key | Duration | Location | Public | Status | |
|---|---|---|---|---|---|---|
| Fact Finder | fact_finder | 45 min | Phone | Public | active | · |
| Recommendation Review | recommendation_review | 60 min | Zoom | Internal | active | · |
| Policy Delivery | policy_delivery | 45 min | Office | Internal | active | · |
| Annual Review | annual_review | 45 min | Zoom | Internal | active | · |
| Event Follow-Up | event_follow_up | 20 min | Phone | Public | active | · |
| Internal Meeting | internal_meeting | 30 min | Office | Internal | active | · |
Booking preview
Fact Finder
Discovery conversation with a new prospect.
When selected in /calendar/new
Auto-fills the title (“Fact Finder”), sets the duration to 45 minutes, defaults location to Phone, and pre-adds Lead Agent.