Updated July 8, 2024
Use the appointments sub-tab in the mobile app to view appointment details, join video conferencing, get directions, call your client, reschedule, or cancel!
Appointments sub-tab
When you first navigate to the scheduling tab, the appointments sub-tab is displayed by default. Here, all appointments and internal events that are associated with this project are displayed.
Upcoming events are displayed at the top of the page, with the events occurring soonest listed first. By default, events that are in the past are grouped into their own category, below the upcoming events. To view past events, tap Past to expand that section.
Note that all cancelled events are added to the Past category - even if the event’s original date is still in the future.
View appointment details and quick actions
The appointments sub-tab allows you to view appointment details quickly, as well as get directions to a physical location, join video conferencing, or call your client. You can also invite the client to reschedule, reschedule the appointment yourself, or cancel the appointment.
Tap anywhere on the card to view the appointment’s details.
Tap Past to expand or shrink the list of past events.
When viewing an appointment’s details, tap the event 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 event details card.
If your scheduler has video conferencing enabled and Zoom is connected, tap Zoom to open the Zoom app.
If your scheduler has video conferencing enabled and Google Meet is connected, tap Google Meet to open the Google Meet app.
If your scheduler 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 scheduler’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.
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.
Appointment statuses
Booked appointments and internal events that haven’t been canceled or rescheduled do not show a status, by default.
If an appointment has been canceled or rescheduled, its card in the appointments sub-tab displays a badge to denote its status.
Internal events
The appointments sub-tab also displays internal events that are associated with the project. Internal events are listed chronologically, just like booked appointments.
Internal events in the Dubsado mobile app are the same thing as fixed appointments in Dubsado’s desktop application. Currently, internal events can’t be created from the mobile app, but you can create an internal event on desktop in two different ways:
From the Dubsado calendar: click on a day, and then click Appointment.
From a project: navigate to the project’s Appointments tab, and click Schedule Appointment ➔ Add Appointment.
From the appointments sub-tab of the mobile app, tap on an internal event’s card to view the event description. If the internal event has a location saved or video conferencing enabled, tap the address to open your device’s native maps application or tap the video conferencing link to join the video call.
You can also tap the three dots icon to delete the internal event.
From within the Dubsado mobile app, you aren’t able to edit or update the internal event’s description or location, so log in to Dubsado’s desktop site to make changes to internal events.
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.