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.
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 this 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!
30/5/25 Ext