How to Create an Appointment (iOS & Android)

Article Overview 

In this Article we will cover how to create an Appointment in the SalesRabbit Mobile App.

Part 1: Creating an Appointment (iOS)

• Navigate to the "SalesHub".

• Create a Lead or select an existing Lead.
• Select the Pencil Icon.

• Scroll down to the "Set Appointment" button and select it.

• Choose a Date and Time for your appointment.

• Tap away from the appointment setting screen.
• A trash can icon will appear next to the date and time (this means that your appointment has been set and saved).

Part 2: Creating an Appointment (Android)

• Navigate to the "SalesHub".

• Create a Lead or select an existing Lead.
• Select the Pencil Icon

• Scroll down to the Appointment/Callback Time.

• Choose a Date and Time for your appointment.
  • Tap "Ok" on the Date and Time selection screens.

• A trash can icon will appear next to the date and time (this means that your appointment has been set and saved).

Pro Tips

• This is only the flow for the non-scheduler users.
• Toggling on the "Sync to default calendar?"(iOS) or "Calendar Sync"(Android) in the Settings menu will sync your appointments to the default calendar on your device (can be any calendar type as long as it is the default calendar of your device in device settings).