Appointments are a great way to manage customer relationships; they allow you to organize your day, trigger workflows for automated management, and improve rapport. When you need to handle these things on the go, you might not have access to the desktop version of your CRM. So, let’s see how to schedule an appointment directly in your Mobile App.

Scheduling an Appointment #

• Start by navigating to the Calendars tab indicated by the Calendar icon.
• In the calendars section, click the plus sign icon to add an appointment.
• Select Schedule Appointment from the options.
• The contacts list will pop open for you to choose who will attend the appointment.
• Select the calendar you want to use for the appointment.
• If needed, use the drop-down to pick a specific team member for the appointment.
• Set the timezone the appointment’s time will be set in.
• Select the date and time of the appointment. If using Custom, you can set this manually.
• Enter an appointment title and description.
• Enter the location of the appointment. This will be the calendar’s location by default; however, you can change it by selecting Custom.
• Click Save to set the appointment in the calendar.

A confirmation message will pop up at the bottom of your app. And there you have it — now you can easily schedule appointments on the go!

Frequently Asked Questions #

Where do I start to schedule an appointment on mobile? #

Navigate to the Calendars tab, indicated by the Calendar icon, then tap the plus sign icon and select Schedule Appointment.

How do I choose who attends the appointment? #

When the contacts list pops open, choose the contact who will attend the appointment.

Can I assign the appointment to a specific team member? #

Yes. Use the drop-down to pick a specific team member for the appointment if needed.

How do I set the appointment time and timezone? #

Set the timezone, then select the date and time. If you use the Custom option, you can set the time manually.

Can I change the appointment location? #

The location defaults to the calendar’s location, but you can change it by selecting Custom and entering a different location.

How do I know the appointment was saved? #

After tapping Save, a confirmation message pops up at the bottom of your app and the appointment appears in the calendar.