Appointments are a great way to manage customer relationships; they allow you to organize your day, trigger workflows for automated management, and improve your schedule. 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 services 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 Service Appointment from the options.
• Open the Name dropdown menu to select the customer for whom this service appointment will be.
• If your services operate across multiple store locations, the next step will prompt you to select the location you’d like to book from.
• Click + Add Service to select the services for the appointment.
• Once you’ve selected the services, you can include variants or add-ons (1), select the provider (2), or enter any coupon codes (3) for your appointment.
• Select a date and time for the appointment.
• Tap Schedule Booking to finish.

Once your appointment is booked, you can click on it to view its details. You’ll see a full summary with:

• Customer details.
• Service breakdown.
• Duration, pricing, and discount info.

Accessing Existing Service Appointments #

• To view existing service appointments, click the calendar selector at the top.
• In the Calendars section, switch to Services and check the box next to one or more services to filter the calendar.
• Once selected, the calendar view updates to only show appointments related to the chosen services.

Whether you’re viewing, filtering, sharing, or scheduling, every feature is designed to keep your services organized and accessible — anytime, anywhere. Stay on top of your program with ease and make the most of your time with the tools at your fingertips.

Frequently Asked Questions #

How do I schedule a service appointment on mobile? #

Go to the Calendars tab, tap the plus sign icon, select Service Appointment, choose the customer, add services, set a date and time, then tap Schedule Booking.

Can I book services across multiple store locations? #

Yes. If your services operate across multiple locations, you’ll be prompted to select the location you’d like to book from.

Can I add variants, add-ons, or coupon codes? #

Yes. After selecting services, you can include variants or add-ons, choose the provider, and enter any coupon codes for the appointment.

What details appear after booking a service appointment? #

Tapping the appointment shows a full summary with customer details, a service breakdown, and duration, pricing, and discount information.

How do I view existing service appointments? #

Click the calendar selector at the top, switch to Services, and check the box next to one or more services to filter the calendar.

How does filtering by service work? #

Once you select services, the calendar view updates to show only the appointments related to those chosen services.