# Callbacks & appointments

> Organize callbacks, follow-up tasks, and appointments around the inquiry that started them. Explore the workflow with Lead Source.

Canonical page: https://getleadsource.io/features/callbacks-appointments/

[Callbacks & appointments
Make the next conversation easier to keep.
Organize callbacks, follow-up tasks, and appointments around the inquiry that started them.

Explore the walkthrough](https://getleadsource.io/features/#calling)[See pricing](https://getleadsource.io/pricing/)

Call handling · Built for US call workflows

Lead Source Illustrative example

01 Review the original request 02 Arrange the next step 03 Close the loop

Callbacks & appointments

- Inquiry Quote for a repair

- Callback Tomorrow at 10 a.m.

- Recorded result Appointment arranged

### Review the original request

Open the lead and check the available call or form details.

Callbacks & appointments

- Inquiry Quote for a repair

- Callback Tomorrow at 10 a.m.

- Recorded result Appointment arranged

### Arrange the next step

Record the callback or appointment and the relevant timing.

Callbacks & appointments

- Inquiry Quote for a repair

- Callback Tomorrow at 10 a.m.

- Recorded result Appointment arranged

### Close the loop

Update the follow-up and lead outcome after the conversation.

Explore the steps above. Sample details show the workflow, not a live account.

[What you can do](https://getleadsource.io/features/callbacks-appointments/#capabilities)[The workflow](https://getleadsource.io/features/callbacks-appointments/#workflow)[Common questions](https://getleadsource.io/features/callbacks-appointments/#questions)[Related features](https://getleadsource.io/features/callbacks-appointments/#related)

Call handling

### What changes in your day.

“I'll call them tomorrow” is easy to lose between conversations. Give the next step a place in the lead workflow so the person handling it can see what was requested and when it should happen.

01

#### Keep the request beside the follow-up

Review the call or form inquiry before arranging a callback. The next person should understand the service requested without starting the conversation over.

02

#### Make timing visible

Record callbacks and appointments in the engagement workflow. Distinguish a planned conversation from an outcome that has already happened.

03

#### Update the lead after contact

A completed call may lead to a visit, another callback, or no further action. Save the result so the next teammate works from the current situation.

From setup to review

### Put it to work.

- 01

#### Review the original request

Open the lead and check the available call or form details.

- 02

#### Arrange the next step

Record the callback or appointment and the relevant timing.

- 03

#### Close the loop

Update the follow-up and lead outcome after the conversation.

A closer look

### Useful answers before you start.

Explore the workflow above, then bring your own requirements to an early-access
conversation.

Does Lead Source book appointments without my team? +

This workflow lets your team organize appointments and callbacks. It is not an AI receptionist that independently answers and books calls.

Can I use call and text follow-up together? +

Yes, where the person has given the relevant permission and the service is set up. Choose the contact method that fits the request and keep the result with the lead.

Connect the next step

### Works with the rest of your call workflow.

[Lead management & outcomesOrganize people, custom lead details, follow-up stages, and recorded outcomes alongside call activity.Explore feature](https://getleadsource.io/features/lead-management/)[Browser callingCall a lead from your computer using its microphone and a number owned by your account.Explore feature](https://getleadsource.io/features/browser-calling/)[Two-way text messagingReview incoming texts and follow up with leads who have given permission to receive messages.Explore feature](https://getleadsource.io/features/text-messaging/)

[Browse all features](https://getleadsource.io/features/)[Find your use case](https://getleadsource.io/use-cases/)[Compare platforms](https://getleadsource.io/compare/)

Meet your next growth tool

### Let’s connect the dots on your calls.

Get an early look at Lead Source, built for the way your business handles calls.

[Explore the walkthrough](https://getleadsource.io/demo/)[Explore the platform](https://getleadsource.io/platform/)
