Discovery Day & Meeting Scheduling, Managed in One Place

Manage every franchise meeting — Discovery Days, information calls, and one-on-one consultations — on the lead record it belongs to. Confirm, reschedule, cancel, and complete meetings with full status tracking, and filter your pipeline to the prospects with a meeting coming up.

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How It Works

Appointment Scheduling — Explained

Prospects book meetings through the booking flow connected to your pipeline, and every appointment lands on the meetings tab of the lead it belongs to. Each meeting carries a type (video, phone, or in-person), duration, scheduled time, and status — pending, confirmed, completed, or cancelled. Confirm pending requests, reschedule with a new time, cancel with a recorded reason, or mark meetings complete as they happen; the live view updates automatically. Video meetings carry a join link directly on the card, and your pipeline can be filtered to prospects with an upcoming meeting and sorted by which is soonest.

The Problem

Without Appointment Scheduling

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Multiple back-and-forth email exchanges to coordinate a single meeting, often spanning several days and increasing the risk of prospect disengagement
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Meeting requests, confirmations, and cancellations scattered across inboxes with no connection to the prospect’s pipeline record
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Meetings tracked apart from the prospect they belong to, so opening a calendar entry tells you nothing about where that deal actually stands

The Solution

With Appointment Scheduling

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Structured booking flow tied to your lead pipeline, so every meeting is connected to its prospect record
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One-click confirm, reschedule, cancel, and complete actions with full status tracking on every appointment
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Video, phone, and in-person meeting types with join links surfaced directly on video meetings
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Live-updating meetings on every lead, with a pipeline filter and soonest-first sort so your team always sees what is coming up

Included Partner capability

Use Appointment Scheduling in your approved workspace

This capability is included with approved Partner membership. Kariant prepares the authorized operating workspace within 48 hours after approval; this public page cannot mutate data or spend Koins or Sikka.

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OperationsIncluded with Partner membership