Understanding the Calendar - Mobile App

Learn how to access your calendar within the mobile app

Updated: October 2, 2024

1. View service calendar appointments
2. Create new service calendar appointments
3. Change contact while scheduling an appointment - You can now update the contact while you are scheduling a new appointment.
4. Custom value support for custom meeting location: Custom values are now supported inside the Custom meeting location field.
5. Calendar notes improvements: Calendar notes will no longer be truncated. You can tap on “View more” to view the entire text added inside calendar notes.
   
   

How It Works

1. Open the mobile app with your preferred sub-account selected.
2. Head over to the calendars section. You will see all your service appointments under their relevant dates.
3. To create a new service appointment, tap on the "+" button and tap on Schedule appointment.
4. From the calendar dropdown, choose a service calendar that you have created on web.
5. You will then have to select the relevant room for the service. Once the room has been selected, equipment will automatically be assigned based on availability.
6. Fill out all the other relevant details and hit save to successfully schedule the appointment!