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

Planned capability

Get early access to Appointment Scheduling

This capability is not presented as live yet. Join its early-access list while Kariant completes the required authorization, billing, synchronization and recovery gates.

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OperationsComing soon