Help Center

Overview

With the CRM mobile app, your team can manage Service Calendar appointments directly from their phones. This allows for quick updates like editing details, rescheduling, duplicating, or canceling appointments without needing to use a desktop computer. It's ideal for handling last-minute client requests or making corrections while away from the office.

Key Benefits

Using the mobile app to manage appointments offers several advantages for your team's efficiency and responsiveness.

On-the-Go Management: Handle appointment changes from anywhere, at any time.
Faster Client Response: Immediately address customer requests for changes as they come in.
Time-Saving Duplication: Quickly create a new appointment by copying an existing one, saving you from entering all the details again.
Reduced Friction: Reschedule appointments instantly, so clients don't have to wait.
Protected Payments: The system safeguards paid appointments by limiting edits to certain details, preventing errors after payment is collected.

Availability and Requirements

This functionality is available for appointments created using the Service Calendar. To use it, ensure you are using the CRM mobile app, version 4.10.0 (810) or later. These actions are available within the app and are not accessible through public booking links or pages.

Available Actions

From an appointment's detail screen, tap the action menu to access the following options.

Edit an Appointment

This allows you to modify the appointment details. The fields you can edit depend on whether the appointment has been paid for.

For Unpaid Appointments: You can edit most details, including the service, add-ons, assigned staff, location, title, date, time, timezone, coupon codes, internal notes, and status.
For Paid Appointments: To protect the payment, you can only change the date and time. Details like the service and staff are locked. If you need to change these, use the Duplicate action to create a new appointment instead.

After making your changes, tap Save Changes to update the appointment.

Reschedule an Appointment

This option takes you directly to the calendar to select a new date and time for the appointment.

Duplicate an Appointment

This creates a copy of the existing appointment with all its details pre-filled. You can then adjust the information as needed and save it as a new, separate booking.

Delete an Appointment

This permanently removes the appointment from the calendar. You will be asked to confirm this action before it is completed.

Viewing Location Details

The appointment view clearly displays the location information.

For in-person appointments, you can see the full address, copy it, or tap View Location to open it in your maps application for navigation.
For virtual appointments, you can see the meeting URL, copy it, or tap Join Meeting to launch the session directly.

Managing Service Appointments in the Mobile App