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Creating appointments in the mobile app
Creating appointments in the mobile app
Trevor avatar
Written by Trevor
Updated over a week ago

Updated July 8, 2024

Eliminate the back and forth of booking appointments while on the go!

In the mobile app, use the Scheduling tab within a project to create new appointments with your clients.

Scheduling tab overview

To access the scheduling tab, pick a project from the main Projects page and scroll through the tabs at the top of your page. Then, tap Scheduling.

The scheduling tab is split into two sub-tabs: Appointments and Schedulers.

Add a new appointment

No matter which sub-tab you’re viewing, you can always tap +Appointment in the top right corner of your screen to choose one of your scheduler templates. Then, you can:

  • Tap Invite client to book to open a new email message containing a link to the scheduler.

  • Tap Book for client to open the scheduler in-app, choose a date and time, and book an appointment on the client’s behalf.

  • Tap Copy link to copy the URL of the scheduler - useful for texting your client their link to book.

  • Tap Add scheduler to project only to apply the scheduler to the project.

All four of these options will automatically add the selected scheduler to the project. Booked appointments appear under the appointments sub-tab, while the applied schedulers appear under the schedulers sub-tab.

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, or by heading to the More tab within the mobile app.

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