Here you see all appointments that visitors to your website have booked through your LeadWin agent. You find the page in the area Leads in the group LeadWin. It contains Appointments, Inquiries and Contacts. The page shows the same data as the view in the LeadWin dashboard, just directly in your provider dashboard.
At a glance
- The card is called Booked appointments and shows the number at the top right (“1 appointment”, “3 appointments”).
- Upcoming appointments are at the top, the next one first. Past appointments follow, the most recent first. Bookings without an appointment time, such as those from Calendly, come last.
- An appointment is created when a visitor picks a time in the agent’s chat. Booking runs through LeadWin appointment booking or through Calendly.
- You need a LeadWin agent that runs on your website and a plan with appointment booking.
- New appointments carry the badge New as long as you keep the page open in this visit.
Reading a row
Every appointment is a row. The time comes first, with the visitor below it.
- Time and appointment type: date and time of the appointment in your local time, followed by the name of the appointment type, for example “First call”. The name comes from the time of booking. If you later rename the appointment type or delete it, the old name stays in the row.
- Visitor: name, email address and, if the visitor gave it, the phone number. Clicking the name opens the visitor’s contact card (tooltip “View contact”). There you see everything the person did with your agent.
- New: the row has been added since your last visit.
- Deleted in calendar: you deleted the appointment in your Outlook or Google calendar. Feedbax frees the time again, but the row stays. The tooltip explains that the visitor does not know about this and that you should let them know yourself.
- Video call: the appointment has a link to the video call. Clicking it opens it in a new tab.
- Open chat: if a chat belongs to the appointment, the button opens the conversation in the inbox of the LeadWin dashboard. Clicking anywhere on the row also opens the chat.
Bookings through Calendly
If your agent uses Calendly instead of LeadWin appointment booking, LeadWin only logs when an appointment was booked. The row then shows only the time of booking. Who booked, when the appointment takes place and whether it was cancelled, you see in Calendly. The notes at the top of the card say the same: bookings made through LeadWin appointment booking show the appointment time and contact details, details of Calendly bookings are in Calendly.
New and seen
As soon as you open the page, all appointments so far count as seen. The badge New stays on the rows during this visit so you can tell what has been added. The next time you open the page, it is gone.
Empty list
If there is no appointment yet, it says “No appointment has been booked through your LeadWin agent yet.” That only applies if your agent otherwise has everything it needs. If something is missing, you see a status message instead, see further down.
When the view stays empty: the status messages
If the list is empty, the page checks whether your agent can collect data at all. If something is not finished, a message replaces the empty list. It names the reason and offers a button that opens the matching place in the LeadWin dashboard. The buttons open a new page, and the LeadWin dashboard reloads completely.
Message | What it means | Button |
Your LeadWin agent is ready for you | We prepared the agent with your Feedbax profile and your website. Take a look at it in the LeadWin dashboard and start it, then add it to your website. | View the agent |
Your LeadWin agent is not on your website yet | The code is not added yet. Once it runs, visitors can chat, send inquiries and book appointments. | Add the code |
Your website is not allowed yet | The code runs on an address that is not on your allow list. Add it, otherwise the chat stays blocked for visitors. | Allow the website |
Your LeadWin agent is no longer being loaded | The agent has not been loaded for more than 30 days. Check whether the code is still on your website. | Check the installation |
Your LeadWin agent is deactivated | Feedbax has deactivated the agent, so it is not answering right now. Contact us if you want it running again. | none |
Appointment booking is not part of your plan | Your plan does not include appointment booking. | View plans |
Appointment booking is not set up yet | Your plan includes appointment booking, but you have not connected a calendar or created an appointment type yet. | Set up booking |
Good to know: If your agent has already collected data, you see the list and not the message. The message only appears as long as the list is empty. If appointment booking is still missing and the installation is missing too, the page also shows a second button for the open step.
If the page does not load, it says “The status of your LeadWin agent could not be loaded.” Reload the page then.
If you do not have a LeadWin agent yet
Without a LeadWin agent, the Appointments page shows the sentence “You do not have a LeadWin agent yet. It answers your website visitors’ questions and takes their inquiries for you.” Below it is a button that fits your subscription:
- Try it for free: you can still start the trial. The note below says “7 days of every feature, once and without payment details.” The button opens the LeadWin dashboard with the confirmation for the trial.
- Set up agent: the trial has already been used or your subscription includes LeadWin. The button leads to the LeadWin dashboard, where you set up the agent.
What a LeadWin agent is and how to set it up is explained in the Installation article of the LeadWin help.
Multiple LeadWin agents
If you have more than one LeadWin agent, a selection of agents appears above the view. If you pick a different one there, the page immediately shows that agent’s data. Appointments, inquiries and contacts always belong to exactly one agent, and the page does not mix them. How many agents you can create depends on your subscription, more in Multiple agents: switching and adding more.
What your subscription includes
The pages in the LeadWin area show the data of your LeadWin agents. What of that your subscription includes is decided by the LeadWin plan. A Feedbax Business subscription corresponds to the LeadWin plan Basic, Premium corresponds to Pro and Enterprise corresponds to Scale.
Feature | Free | Basic (Business) | Pro, Scale (Premium, Enterprise) | Trial (7 days) |
See appointments | no | yes | yes | yes |
Open contact card | yes | yes | yes | yes |
Visit history on the contact card | no | no | yes | yes |
You find the plans and prices in Plan.
Frequently asked questions
Why do I see the message “Appointment booking is not part of your plan”?
Your plan does not include appointment booking. With a subscription from Business (LeadWin Basic), visitors can book an appointment directly in the chat. View plans leads to the plan overview.
Where do I set when visitors can book?
Setup happens in the LeadWin dashboard in the appointment booking area. The button Set up booking takes you there. The guide is in Appointment booking: booking appointments in the chat.
Can I cancel or reschedule an appointment here?
No. The page is a log. You can cancel or reschedule the appointment in your calendar or in Calendly. In that case, let the visitor know yourself.
Why does a row show only a time and no name?
That is a booking through Calendly. LeadWin only knows when the booking was made. All details are in Calendly.
What is an appointment that is “Deleted in calendar”?
You deleted the entry in Outlook or Google. The visitor did not get a message. The time can be booked again.
Related articles
- Appointments: bookings from the chat (LeadWin help)
- Appointment booking: booking appointments in the chat (LeadWin help)
- Contacts
- Inquiries