Updated July 8, 2024
Use the events tab in the Dubsado mobile app to get a bird’s eye view of all your Dubsado project dates, appointments, and internal events - right from your phone!
Events tab overview
To access the events tab, tap Events from the main navigation bar at the bottom of your screen. When you first enter the events tab, today’s date is displayed by default.
At the top of the page, the current week is displayed. You can scroll left or right to view past or future weeks. Or, use the arrows at the top of the page to view past or future months.
Days that have at least one event are denoted by a dot within the weekly viewer at the top of the page. No dot indicates that there aren’t any events that day.
All events are listed chronologically. You can scroll down to view additional or upcoming events within the week you’re viewing. Tapping a day from the weekly viewer will automatically scroll your view down to that day’s events.
Event types
The events tab displays three types of events:
Projects
Appointments
Internal events
The event’s type is listed at the top of each card, followed by its time frame. Tapping on a project will immediately open that project, where you’ll land on the info tab. Tapping on an appointment or internal event allows you take additional actions.
Appointment actions
When you tap on an appointment from the events tab, the full event details appear. Here, you can:
Tap the appointment location field to open your mobile device’s application for the given information type. You can also tap the green button at the bottom of the card.
If the appointment was booked with Zoom enabled, tap Zoom to open the Zoom app.
If the appointment was booked with Google Meet enabled, tap Google Meet to open the Google Meet app.
If your appointment has a physical address in its Location field, tap the address to open your device’s native maps application to get directions.
If no information is present in the appointment’s Location field and your client’s phone number is saved in their address book entry, tap the phone number to call the client.
Tap the vertical three dots icon on the event details card to access quick action options. You can tap:
Invite client to reschedule to open a new email message with a link to reschedule the booked appointment.
Go to project to open the project.
Reschedule for client to open the scheduler and reschedule on the client’s behalf.
Cancel appointment to provide a cancellation reason and cancel the appointment.
Internal event actions
When you tap on an internal event from the events tab, the full event details appear.
If the internal event has a location saved or video conferencing enabled, you can:
Tap the address to open your device’s native maps application
Tap the video conferencing link to join the video call.
You can also tap the three dots icon for additional options. You can:
Tap Go to project to open the project
Tap Delete the internal event to delete the event.
Ongoing projects
If a project date is set to a date range, the project is considered an ongoing project. To differentiate the date range from a singular project date, projects with a date range are shown on the events tab under a condensed card.
Tap the condensed card to view the project(s) that span the given date.
FAQ
Does the events tab show events from my connected external calendar, payment plan due dates, or tasks with due dates?
Currently, the events tab does not show external events, payment plan due dates or tasks with due dates. Open your external calendar outside of the Dubsado mobile app to view your external events, and log in to Dubsado’s desktop site to view payment plan due dates and tasks with due dates.
Mobile App Roadmap
Curious about features and functionality that we plan to add to the mobile app? Check out our mobile app roadmap to see of a full list of the features we’re planning and working on! There, you can let us know how important our upcoming updates would be to you, and submit new ideas.
Don’t forget that you can chat our Customer Care team anytime by sending an email to hello@dubsado.com, or by heading to the More tab within the mobile app.