You can create appointments on your smartphone app as well as in the browser version. Simply click on the "+" in the appointment list and then enter all the details related to the appointment.
Adjust the title, date and time at the top. You can select an existing customer directly under the title.
(Important! The authorization for this can be given or taken away by the owner in the employee settings).
Project site address
Client (company and contact person)
When you create the appointment, you are also entered as the employee carrying out the work. You can adjust the assigned employee(s) in the lower section. Simply click on the "x" to remove a team member. To add another colleague, click on the "+" and select the relevant person.
Finally, you can create the appointment. This will be saved and can be documented later.
Create follow-up appointments in the app
Follow-up appointments can now be created in the mobile app with a few clicks. The client and project are automatically transferred to the new appointment.
Find out here how to document appointments in the app and create a work report.
In the web version, app appointments are visible both in the appointment list and the calendar from the moment they are created. The easiest way to recognise them is via the smartphone symbol in the "Created" column.
You can also assign your appointments to a project and a customer directly from the app.