Welcome to #LucidTrac Learn Topic : Calendars
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Sunday 12 / 04 / 2022 written by Victor Ocasio
Our Appointment Booking Pages provide a unique way for individuals and organizations to personalize their booking experience. Our easy-to-use platform allows customers to quickly create custom landing pages with all the features they need to manage appointments. Guests can easily book appointments according to your ideal settings, such as hours of operation or appointment lengths.
You can manage your personal booking pages via your calendar from your profile page. You can click on your name in upper right corner and then View Profile on the menu that expands.
Once your profile page loads you can see your calendar and the green Manage Your Appointment Pages button.
Clicking on the button will bring out our Administrative slider window where you can manage your Booking Pages.
Once loaded you can see a table with the following basic sortable and searchable columns:
- Page Title
- Lasting
- Days
- Start
- End
- Created
- Modified
- Status
- URL
You can also create a new Booking page by clicking on the
button. This will load your section where you can create and layout your page settings.
You will be able to set the following items at this stage of the creation process.- Booking Page Title
- Available Days of the Week
- Block Booking Time
- Allowed Start Time
- Allowed End Time
- Booking Body
- Show Your Email Address
- Show Your Primary Phone #
- Show Your Mobile Phone #
- Show Your Picture
- Show Your Footer
- Show Social Sharing Icons
- Booking Page Status
- Booking Page Days to Show on Calendar
Once you have created your booking page our systems will provide you your custom short URL that you can share, use for emails and or sms marketing.
Our systems will also breakdown your potential weekly bookings onscreen so you can see how some # perspectives as your program your page.
Here is an example of a generated bookings page.Your LucidTrac calendar will then show your appointments that are created as shown below.
Take note that some appointment have a * in front of them. This denotes this appointment is both found on the LucidTrac platform and linked via an external calendar such as Google Calendar.
Please also note that all appointments created via the a bookings page will automatically be tagged as an Unconfirmed Appointment. You can mark these appointments as confirmed from your main Dashboard widget called "My Upcoming Appointments".
You can find the My Upcoming Appointments via the Dash Menu button - although its placement may vary based on your allocated modules.
This is the My Appointments Dashboard widget as it loads on your page, from here you can change the Viewing window (Date Range) and run filters based on the searching of the table data.
As you can see we have a column titled Confirmed with either a YES or NO as a value. When an appointment is Unconfirmed your NO value will allow you to mark it as confirmed right from this panel.
The system will also send your participants an email informing them you have confirmed the appointment. Take note that clicking on NO will bring you the following confirmation window.
You can at this point also include a message to your participants such as additional appointment information like online meeting URLs or additional instructions.
The platform will send an email that looks similar to this one shown below. It will also include any message you sent along with your confirmation request.
If you where to click on the event Date & Time via the Dashboard widget you will get new modal where you can take several key actions such as Edit, Delete or Cancel the appointment.
The menu buttons shown here will allow you to take those actions accordingly.
Edit Appointment - From here you can change any part of the appointment data.
You can also choose to add / remove additional participants and update / update and notify parties of your changes.
Delete Appointment - No notices will be sent to any party when this action is taken.
Cancel Appointment - This action will send all participants involved a notice off appointment cancelation.
This is a sample of the email that will be sent when you cancel an appointment via the system.
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Learn Topics
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Accounts2 Articles
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API Users1 Article
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Assets / Inventory1 Article
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Calendars3 Articles
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Call Backs / Reminders1 Article
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Call Logs1 Article
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Campaigns & MarketingNo Articles
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Campaigns Email ListsNo Articles
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Dashboard1 Article
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Deal PipelinesNo Articles
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DealsNo Articles
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Dependancy Tree1 Article
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Files & UploadedNo Articles
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Global Searching1 Article
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ImportingNo Articles
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Integration ServicesNo Articles
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IP NetworkingNo Articles
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LeadsNo Articles
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Multi-Factor1 Article
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ModulesNo Articles
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My NotesNo Articles
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OrdersNo Articles
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PasswordsNo Articles
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Pokes1 Article
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ReportingNo Articles
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Service Tickets2 Articles
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SMS ServicersNo Articles
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System HostnamesNo Articles
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Sytem ValuesNo Articles
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TimeclockNo Articles
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TraX CollectionsNo Articles
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URL Shrinking2 Articles
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UsersNo Articles
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Voice ServicesNo Articles

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As any organization grows, it is important to take a step back and assess how things are running. Are we on strategy? Is our process flow efficient? Do we have the right people in the right roles? Do we need to make any changes in order to continue scaling effectively? These are all important questions to ask oneself in order to course correct where necessary. By asking these tough questions, we can make sure that we are always moving forward and improving as an organization. Additionally, it allows us to identify any potential roadblocks before they become actual problems. So if you're feeling stuck, ask yourself these questions and see where you can make some improvements.
- What are some of the ways you've automated your business?
- How have you been able to reduce the amount of time you spend on administrative tasks?
- What tools do you use to manage your workflow?
- What systems have you put in place to ensure that your work is done efficiently and accurately?
- How do you handle errors or unexpected problems in your workflow?
#LucidTrac is always here to answer any questions you may have. We have a strategy and process flow for every situation. Our goal is to provide the best possible service for our clients. We are here to help you every step of the way. If you have any questions, please don't hesitate to contact us. Thank you for choosing #LucidTrac!
Read our Blog Post:
Scaling Your Business: Strategies for Maximizing Efficiency and Effectiveness
So, Why Our Platform LucidTrac?
Unlimited Organizational Users
#LucidTrac is an all-in-one ERP/SaaS/CRM service that offers powerful features like Click to Call, SMS Support, Service Ticketing, Email Marketing, Inventory & Asset Tracking, Network & IP Host Support, and much more.
Best of all, when you own a #LucidTrac Node you get all of these features for your node users! That's right, unlimited users for as long as you run a #LucidTrac Node. So if you're in need of a powerful and feature-rich ERP/SaaS/CRM service, be sure to check out #LucidTrac. You won't be disappointed!
Reach out to #LucidTrac today to get a demo of our platform.
Note that having unlimited user accounts doesn't mean that every feature included has unlimited use. Some features, such as premium voice/sms/mms services, additional DIDs or additional storage, require monthly service usage payments. Overall, it is important to be aware of the different types of charges that may be associated with using a particular service in order to avoid any unexpected costs.
So, What Can LucidTrac *Replace?
CRMS | SERVICES & TICKETING | PROJECTS & COMPLIANCE |
Salesforce HubSpot SugarCRM Zoho CRM | ZenDesk FreshDesk | Monday FreshWorks LeadPages PipeDrive |
COMMUNICATIONS | INVOICING / ACCOUNTING | ORG MANAGEMENT |
Constant Contact MailChimp Slack Vonage Ring Central Zapier | Rocket Collector Quickbooks Cloud* | DocuSign LeadPages PipeDrive Calendly Fishbowl NetSuite ERP Atera |
LUCIDTRAC / light
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LucidTrac/light is ideal for single-user companies, LLCs, and extra small powerhouse businesses. Our comprehensive software platform offers a suite of tools to help you manage your business processes efficiently, without the need for expensive and complex enterprise systems. You know, we call it LucidTrac/light, but it's so comprehensive that it's far from lightweight.
With this private cloud based software install, you'll have access to a range of features like email marketing, inventory management, accounting, project management & automation, and more, all in one easy-to-use private cloud based software. This means you can focus on growing your business, while we take care of the back-end and next step software.
Our software platform is scalable, so it can grow with you as your business expands. And with our user-friendly interface, you can quickly and easily manage all aspects of your business from one centralized location. Say goodbye to the hassle of managing multiple software systems and hello to a streamlined approach that helps you save time and money.
Whether you're just starting out or looking for a better way to manage your business, LucidTrac/light has everything you need to take your business to the next level.
- GB Disk Space
- 0 Communications DID
While our light service package does not include phone or SMS services, we understand that some businesses may need these additional features. That's why we offer the flexibility to add phone or SMS services to our light package on an à la carte basis.
- 1 User Account
Your user account can have up to three active login sessions on different devices at the same time. Please note that for security reasons, we recommend logging out from unused devices and keeping your login credentials secure. If you need more than 1 user you can upgrade to our LucidTrac /entrepreneur service where you can add up to 2 additional users or our LucidTrac /standard service where you can have unlimated users.
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1 LucidTrac subdomain
We will provide you a custom URL
https://YOURURL .lucidtrac.com
no multi threadingProtected always by our partners at Cloudflare providing content delivery and DDoS mitigation to all LucidTrac client nodes.
Internet & the World
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All LucidTrac features available to you.
We will enable the LucidTrac software features you need leaving nothing but the true power of our software in your hands.
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24 Hour Email Support
Plus 1 hour per month of personalize training & support for your organization
Our team is here for you at all aspects of your journey. We will provide 1 hour per month of free 1 on 1 support or training for you and your team. You can also purchase additional time from us at 5 hour periods of time. Ask our team for more information on the costs and how to get additional training & support. -
Access to Private LucidTrac Learn & Blog Content
Our team will provide you with with resources and documentation to help you grow as a business. This will include private Blog & LucidTrac Learn documentation.
Save 16% $1,379.45 / year
- .: prices do not include any sales tax or locality taxes :.
- Need more users? Try LucidTrac/standard or whitelabel software packages
LUCIDTRAC / ENTREPRENEUR
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The Entrepreneur Node includes our entire suite of online tools including collaboration tools to facilitate communication between your customers and team members. This solution is ideal for either a single person company or a small group of up to three.
We know every business is different and while some may be small like Cessna with minimal requirements and moving parts to fly, others might be huge with many moving parts like a 747 passenger plane. We are proud to say we can be both, starting small with minimal tools enabled while growing with you as your business needs and services expand. You will not have to search for new services to help fill the gaps. Our platform will grow with you and provide you with all the tools you might need to achieve your goals as a business.
"We understand that many entrepreneurs don't have the resources or infrastructure to invest in large enterprise resource planning systems," said LucidTrac CEO Victor Ocasio.
- GB Disk Space
- 1 Communications DID
With this you can take and make phone calls, send SMS/MMS notices right from our platform. You will also have access to our Click to Call features to keep your mobile number protected. Listen to your calls and receive voicemails through your automated call routing system. You can pick the area code your # comes from too so you can brand yourself locally.Some features, such as voice/sms/mms services, additional DIDs or additional node storage, require monthly service usage payments. Overall, it is important to be aware of the different types of charges that may be associated with using a particular service in order to avoid any unexpected costs. We will provide an itemized usage report available in real time via the platform.
- 1 User Account
You can add up to 2 more team members for an additional $39.99/e. Any additional users after that you will require an upgrade to our standard service.
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1 LucidTrac subdomain
We will provide you a custom URL
https://YOURURL .lucidtrac.com
no multi threadingContent delivery and DDoS mitigation provided to all LucidTrac client nodes
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All LucidTrac features available to you.
We will enable all ERP features leaving nothing but the true power of our software in you or your teams hands.
-
24 Hour Email Support
Plus 1 Hour per month of personalize training & support for your organization
Our team is here for you at all aspects of your journey. We will provide 1 hour per month of free 1 on 1 support or training for you and your team. You can also purchase additional time from us at 1 - 8 hour periods of time. Ask our team for more information on the costs and how to get additional training & support. -
Access to Private LucidTrac Learn & Blog Content
Our team will provide you with with resources and documentation to help you grow as a business. This will include private Blog & LucidTrac Learn documentation.
Save 16% $1,807.95 / year
- .: prices do not include any sales tax or locality taxes :.
- Need more users? Try LucidTrac/standard or whitelabel software packages
LUCIDTRAC / standard
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- 500GB Disk Space
- 3 Communications DID
- Unlimited User Accounts
- 3 LucidTrac subdomain 3x multi threading
Content delivery and DDoS mitigation provided to all LucidTrac client nodes
- 24 Hour Email Support
Plus 2 Hour per month of personalize training
- Whitelabling Not Included
- Plus everything we wrote about in our LucidTrac/light & Entrepreneur software packages
Save 16% $3,024.00 / year
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LUCIDTRAC / whitelabel
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- 1000GB Disk Space
- 5 Communications DID
- Unlimited User Accounts
- 5 LucidTrac subdomains 5x multi threading
Content delivery and DDoS mitigation provided to all LucidTrac client nodes
- 24 Hour Email Support
Plus 4 Hour per month of personalize training
- Whitelabling Included Branding LucidTrac as your Own
- Plus everything we wrote about in our LucidTrac/light & Entrepreneur software packages
Save 16% $6,993.08 / year
- .: prices do not include any sales tax or locality taxes :.
LUCIDTRAC / Training 5 Block Hours
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For those who need even more intensive training or support, we offer block hours of training & support time that can be used as needed. These blocks are sold in increments of 5 hours, with the option to purchase additional blocks as necessary, up to 6. The best part is that these block hours do not expire once purchased, so you can use them as needed without worrying about a deadline. This option is ideal for businesses that are implementing LucidTrac for the first time or that have specific training needs that require more in-depth support.
If you're looking for more hands-on guidance, our hourly 1-on-1 training may be just what you need. To book a training session, simply visit our LucidTrac ERP 1 Hour Support/Training page. Each appointment is unconfirmed pending approval from our team. Once your appointment has been approved and confirmed, our team will update your request with meeting details, so you'll have all the information you need to make the most of your training session.
24 Hour Email Support Information
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Thanks for your consideration reach out to us anytime if you have questions that are still unanswered.
More about our software platform below but did you know...
Software development projects are a key component of successful businesses in the modern age due to their ability to maximize efficiency, improve customer service, and increase profitability. Whether you are looking for a small project such as streamlining an existing process or starting from scratch on a large-scale initiative, having the right team on board is essential. Here at LucidTrac, we offer comprehensive software development services that can help your business achieve its goals.Compare LucidTrac to other online platforms
To help you get a better understanding of your needs by comparing LucidTrac to other online ERP / SaaS platforms.
LucidTrac offers a comprehensive solution to streamline all of your business operations.
With its fully customizable features, LucidTrac allows you to tailor the platform to meet the specific needs of your business.

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Comparing Feature | LucidTrac | Zoho CRM | Zendesk CRM | Freshdesk CRM | Salesforce CRM | Monday CRM | HubSpot CRM | Keap CRM | Sugar CRM | SherpaDesk CRM |
Price | $300 Unlimited Users | $49 Avg/Per User | $149 Avg/Per User | $109 Avg/Per User | $125 Avg/Per User | $99 Avg/Per User | $99 Avg/Per User | $49 Avg/Per User | $45 Avg/Per User | $49 Avg/Per User |
Free Trial | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Support 24/7 | Yes | Yes | No | No | No | No | No | No | No | No |
Developer API | Yes | Yes | No | Yes | No | No | No | No | No | Yes |
Dashboards | Yes | Yes | No | Yes | No | Yes | No | No | Yes | No |
To-Dos | Yes | Yes | No | Yes | No | Yes | No | No | Yes | Yes |
Products & Assets | Yes | Yes | No | Yes | No | Yes | No | No | Yes | Yes |
User Roles | Yes | Yes | No | Yes | No | Yes | No | No | Yes | No |
2FA (Two-Factor Authentication) | Yes | Yes | No | Yes | No | Yes | No | No | Yes | No |
Multi Method Importing | Yes | Yes | No | No | No | Yes | No | No | No | No |
Documents & Templates | Yes | No | No | No | No | No | No | No | No | No |
iOS/Android Apps | Yes | Yes | No | No | No | No | No | No | No | Yes |
Statistics & Reporting | Yes | Yes | No | Yes | No | No | No | No | No | Yes |
Storage | 500G Base Node | 1G | 1G | 1G | 1G | 1G | 1G | 1G | 1G | - |
Monthly Payments | Yes | Yes | No | Yes | No | No | No | No | No | Yes |
Campaigns | Yes | Yes | No | Yes | No | No | No | No | No | No |
Exporting Services | Yes | Yes | Yes | Yes | No | No | Yes | No | Yes | No |
Emailing | Yes | Yes | No | Yes | No | No | No | No | No | No |
SMS Inbound/Outbound | Yes | Yes | No | Yes | No | No | No | No | No | No |
Voice Calling Inbound/Outbound | Yes | Yes | No | Yes | No | No | No | No | No | No |
IVR Services | Yes | Yes | No | Yes | No | No | No | No | No | No |
Google Calendar/Authentication | Yes | Yes | No | Yes | No | No | No | No | No | No |
Service Tickets / Time Tracking | Yes | Yes | No | Yes | No | No | No | No | No | Yes |
Email to Service Ticket Services | Yes | Yes | yes | Yes | No | No | No | No | No | Yes |
Time Clock / Payroll Exporting | Yes | No | No | No | No | No | No | No | No | No |
Networking / IP & Host Management | Yes | No | No | No | No | No | No | No | No | No |
Web Forms / Landing Pages | Yes | Yes | No | Yes | No | No | Yes | No | No | No |
Invoice/Payment Collections Tools | Yes | No | No | No | No | No | No | No | No | No |
Customized Programming | Yes | No | No | No | No | No | No | No | No | No |

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Berks ENT - Reading PA