The Calendars section in your Mobile App allows you to view and schedule appointments from one unified window. If you are on the go but need to quickly add or view upcoming appointments, you can easily access this tool. Simply open the Mobile app and click on the planner icon to access all the appointments within your CRM.
Refresh #
Click the Refresh icon to manually synchronize and ensure that all appointments are up to date across your calendar. This action retrieves the latest scheduling data, helping to prevent discrepancies and ensure accuracy.
Share #
The three-dot menu in the upper right-hand corner opens a scheduling link to your calendar. You can share this link with your contacts to allow them to book an appointment — either as a one-time use link or as a reusable scheduling link that provides ongoing access for bookings.
View #
By default, appointments are displayed in the monthly view. You can change the view to list view by clicking the grid icon.
Select Calendars #
To view appointments from specific calendars, click the Select Calendars menu and choose the calendars you wish to include. This allows you to filter and display only the relevant scheduled events.
You can also filter the view by users or groups to tailor the display to your needs. Use the search bar to quickly locate specific items, then select the corresponding checkboxes to include them in your view.
Appointments corresponding to the selected filters will now be displayed. To view the appointment details, click the contact’s name.
Adding New Appointments #
The + icon allows you to schedule a new appointment or block time in your calendar to prevent appointments from being scheduled when you are unavailable.
Whether you’re viewing, filtering, sharing, or scheduling, every feature is designed to keep your calendar organized and accessible — anytime, anywhere. Stay on top of your schedule with ease and make the most of your time with the tools at your fingertips.
Frequently Asked Questions #
How do I open the Calendars section in the mobile app? #
Open the Mobile app and tap the planner icon to access all the appointments within your CRM.
Why should I use the Refresh icon? #
Tapping Refresh manually synchronizes your calendar and retrieves the latest scheduling data, helping prevent discrepancies and keep appointments accurate.
How do I share my calendar booking link from mobile? #
Tap the three-dot menu in the upper right-hand corner to open a scheduling link. You can share it as a one-time use link or as a reusable link for ongoing bookings.
Can I switch between calendar views? #
Yes. Appointments display in monthly view by default, and you can switch to list view by tapping the grid icon.
How do I show only certain calendars? #
Tap the Select Calendars menu to choose which calendars to include, and filter further by users or groups using the search bar and checkboxes.
How do I add a new appointment or block time? #
Tap the + icon to schedule a new appointment or block time in your calendar to prevent bookings when you are unavailable.
