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.

• Use the dropdown at the top to view any specific calendars you have if you are using multiple calendars.

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

• Click the + icon in the bottom right to create a new 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.

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.