Getting Started on the Mobile App on Android

Creating a Contact

To create a contact in the mobile app, tap on Contacts in the top left corner and then tap the + button in the lower right corner.



On the next screen you are able to add personal and contact info as well as Tags for organization.



Activity

To view the activity of a particular contact, tap Contacts, tap on a specific contact you would like details about, then tap on Activity below their name. Here you are able to add notes to a client, view existing notes, or view booking history.



Booking Appointments

To book an appointment for from the mobile app tap the Contacts section and tap on a contact. Once you are viewing a contact, touch the + button in the lower right corner.



On the next screen, tap the desired service or resource.



If you have it enabled, select the staff member you'd like to assign the appointment to.



The next screen shows availability of the service, select the date and time you wish to create your booking on.



After an appointment has been booked, it can be viewed by tapping Calendar.



Adding and Editing Companies


To view companies click Business on the upper right corner of the screen. On this page you can see all of an accounts companies; to add a company tap the + button in the lower right corner of the screen and enter all pertinent company information,



To edit a company's info, tap a company, tap General Information, then tap the pencil icon on the upper right corner of the next screen. From there enter any new info/delete outdate info from your company.



Adding and Editing Services

To add or edit a service tap Business on the lower right corner, tap a company, then tap Services. To create a new service tap the + button and enter info related to the service. To edit an existing service, select the service you would like to edit and tap the pencil icon on the upper right corner and update all info that needs to be changed.



Adding and Editing Staff

To add or edit a service tap Business on the lower right corner, tap a company, then tap Staff. To create a new staff member tap the + button and enter info related to them. To edit an existing staff member, select the staff member you would like to edit and tap the pencil icon on the upper right corner and update all info that needs to be changed.