Mobile App Update Service Calendars

You can schedule a new service appointment directly from your mobile device, assigning the appropriate team members and resources without needing to return to the office.

Mobile App Update: Service Calendars: This update introduces service calendars into the mobile app, enabling account admins and users to manage and create service appointments directly from their mobile devices, enhancing flexibility and efficiency.

⭐️ Why Does It Matter To Your Business?

• Convenient Scheduling: Easily create and manage service appointments on the go, ensuring you never miss an important meeting.

• Full Functionality: Access all desktop service calendar features on mobile, including assigning team members and resources to appointments.

• Improved Mobility: Manage your business operations from anywhere, allowing for better time management and responsiveness.

⭐️ How To Use Mobile App Update: Service Calendars

1. Open the mobile app with your Account, Head over to the calendars section and click on the drop-down list.

2. Select your service  calendar to see the appointments.

3. To create a new service appointment, tap on the “+” button.

4. Now click on Schedule Appointment.

5. Select the contact with whom you want to book an appointment, i.e., Sam Test.

6. Choose a service calendar that you have created on the web.

7. Select your service calendar from the drop down list.

8. Select the team member to whom you want to assign this appointment.

9. Select the room for this appointment.

10. Fill in all the other required details and click save.

This feature ensures you have full control over your service appointments from your mobile device, significantly enhancing operational flexibility and efficiency within the CRM.