Using The LeadConnector Mobile App: Calendar and Appointments

Using the LeadConnector Mobile App allows you to take the convenience of your system on the go with you, using features right from your phone. You can toggle between the various available features/sections using the icons at the bottom of the app.

How to use:

• Click on the Calendar icon.

• Click on the horizontal bar dropdown to view the schedules of multiple users, calendars, or groups in a single, unified calendar view.
  Note that selecting one of these options will require you to deselect the others.
  
  

• Once you have made your selection, you will then be able to see the schedules of all your selections under the events area. Each selection will have a different colour and that will reflect across the events.

• Click on a date to view your appointments for that particular date.

• Quick Access to Calendar Links:
  In the top right corner, click the Share button to access a quick link to your scheduling options:
• Scheduling Link: Provides a reusable link for clients to book appointments.
• One-Time Link: Generates a one-time booking link, ideal for unique situations where only one appointment is needed.
• Click the + icon at the bottom right to create a new appointment or block time.

For Blocking time:

• Choose the calendar, timezone, start & end times, Event title, and description.

For Appointment:

• Choose the contact you wish to schedule an appointment with.

• To completely customize the booking, add the contact information, choose a calendar, and specify the calendar and the particular team member.
• Give an appointment title and description.

• Choose the meeting Location and update the appointment status.

Please note: You must have a calendar created. To create or edit calendar or user settings, log into your Desktop App.

Pro Tips

Use the + Icon Efficiently: To quickly create new appointments, use the + icon in the bottom right. This allows you to easily add and manage appointments directly from your mobile device.

Customize Appointments: Take advantage of the customization options, such as adding detailed contact information and choosing specific calendars or team members. This helps streamline the booking process and ensures all necessary details are included.

Update Appointment Status: Don’t forget to update the appointment status once it’s set. This ensures that all participants are informed of the appointment's progress and prevents any scheduling conflicts.

Leverage the Multi-Calendar View: To view multiple users, calendars, or groups simultaneously, take advantage of the multi-calendar view. This is especially useful for managing teams or large client schedules.

Quickly Share Scheduling Links: Need a scheduling link? Use the Share button to access both reusable and one-time booking links for convenience.

FAQs

Q: How do I view appointments for a specific date in the mobile app?

A: Click on the Calendar icon and use the dropdown at the top to select the calendar you wish to view. Then, click on the desired date to see your appointments for that day.

Q: Can I create a new appointment from the mobile app?

A: Yes, click the + icon in the bottom right corner of the screen to create a new appointment. You can then enter details such as the contact, calendar, and appointment specifics.

Q: How do I customize an appointment when scheduling it from the mobile app?

A: When creating an appointment, fill in the contact information, choose a calendar, specify whether the appointment will be assigned via round-robin or to a particular team member, and add a title and description for the appointment.

Q: What should I do if I need to create or edit a calendar?

A: Calendar creation and editing must be done through the Desktop App. Log into your Desktop App to manage calendar settings and user preferences.

Q:How do I enable the multi-calendar view?
A:In the Calendar section, you can select multiple users, calendars, or groups for a single view. Remember to deselect users, calendars, or groups as needed to manage visibility effectively.

Q:How can I share a calendar link directly from the app?
A:In the Calendar section, use the Share button in the top right to quickly access and share either a scheduling link or a one-time booking link.