Track Appointments Without the Add-On

Three ways to do this today

You do not need the per-appointment billing add-on to know which leads booked. These three approaches use features already on your account, and they can be combined.

1. Custom outcome stages (recommended)

Outcome stages let you build your own pipeline on a campaign instead of the three built-in outcomes. Open a campaign, find the Outcome Stages card, and add the stages you actually use.

Every stage maps to one of the three system outcomes, so your billing and reporting keep working while the labels become yours. A typical appointment pipeline:

Buyers can move stages themselves from the Partner Portal, so the person who knows whether someone showed is the person recording it. You can also fire an automation whenever a stage changes, which is how teams send a Slack alert the moment an appointment is booked.

2. Call outcomes

If your team or your buyer calls leads, the call result can carry the booking. Post appointment_set as the call outcome and it lands on the lead's timeline with the call count.

curl -X POST https://www.leaddistro.ai/api/v1/lead-update \
  -H "X-API-Key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "lead_id": "LEAD_UUID",
    "call_outcome": "appointment_set"
  }'

This works on any account with no setup beyond an API key. It is the fastest way to prove the loop before you build anything larger.

3. Sell appointments and leads from one campaign

Some operators sell both, at different prices, from the same source. The supported pattern is one buyer row with conditional pricing, not two buyer rows for the same buyer.

• Add a field to the campaign, for example lead_type, with allowed values of appointment and lead.
• On the buyer, set the base price to your raw lead price.
• Add a conditional pricing rule: when lead_type equals appointment, charge the appointment price.
• Set availability hours on the buyer so appointments only route while they are open to take them.

When to move up to the add-on

Outcome stages record what happened. The per-appointment billing add-on goes further: it holds the payout until the appointment reaches Showed, reverses it if the status changes, and gives you a show-rate readout on the campaign. Move up when you are billing on shows rather than just reporting on them.