Centralized Appointment Management in the CRM Mobile App

Manage all aspects of your appointments from a single, unified screen within the CRM mobile application. This centralized view consolidates key information—such as appointment specifics, attendee lists, submitted forms, internal notes, activity history, and payment details—into a tabbed interface. This eliminates the need to jump between different modules like Calendar, Contacts, Forms, and Payments, allowing your team to handle bookings efficiently on the go.

Understanding the Unified Appointment Screen

The Unified Appointment Screen is a comprehensive hub inside the CRM mobile app designed to streamline the entire appointment lifecycle. It provides a single location to review and manage all data and tasks associated with a booking, ensuring your team has the full context at their fingertips without navigating through multiple sections of the app.

Key Advantages

Adopting this centralized approach offers several significant benefits for teams managing a high volume of appointments.

• Enhanced Efficiency: Perform all necessary actions—from updating details to processing payments—without leaving the appointment view.
• Reduced Navigation: Access related information instantly, minimizing the time spent switching between different app modules.
• Faster Payment Processing: When configured, collect card payments or review payment history directly from the appointment screen.
• Improved Organization: Keep all internal notes, client-submitted forms, and activity logs neatly attached to the relevant appointment.
• Better Collaboration: Provide team members with complete context, enabling accurate and informed handling of appointments.
• Fewer Mistakes: Having all information in one place reduces the risk of overlooking critical details scattered across the platform.

Exploring the Tabs

The screen is organized into several tabs, each dedicated to a specific part of the appointment workflow. The tabs visible may vary depending on the appointment type and your specific configuration settings.

Details

This tab displays the fundamental information about the appointment, such as time, date, and location. It allows for quick confirmation or modification of the booking's core details.

Attendees

Review all individuals associated with the appointment. This tab is essential for confirming the list of participants and understanding who is scheduled to attend.

Form Submission

Access any form responses that were submitted during the booking process. This helps your team prepare for the appointment by having the client's intake information readily available. Please note, this tab currently supports default forms.

Notes

A dedicated space for adding and reviewing internal notes related to the appointment. These notes are for team use only and help preserve context for handoffs and future reference.

Activity Log

View a chronological, read-only timeline of all changes and updates made to the appointment. This log is useful for auditing the history and progression of the booking.

Payments

This tab appears when payment settings are enabled for the appointment or calendar. From here, you can review payment history and process new payments without navigating away.

How to Access and Use the Screen

To start using the Unified Appointment Screen, ensure you are using a supported version of the CRM mobile app.

1. Open the CRM mobile application.
2. Navigate to the Calendar module.
3. Select an existing appointment to open it.
4. You will see the tabbed interface at the top of the appointment screen.
5. Tap on any tab (Details, Attendees, Form Submission, Notes, Activity Log, or Payments) to view or manage the corresponding information.

Frequently Asked Questions

Q: Where do I find the Unified Appointment Screen?
A: Open the CRM mobile app, go to the Calendar, and tap on any existing appointment.

Q: Is there a minimum app version required?
A: Yes, this feature is available in version 4.12.0 (816) or later.

Q: Why is the Payments tab missing from my view?
A: The Payments tab only appears if payments have been configured for that specific appointment or for the calendar it belongs to.

Q: Can I take payments directly from this screen?
A> Yes, if the Payments tab is visible, you can collect payments directly from within the appointment screen.