Set reminders for Visits

When creating an event or sales invoice, you can add appointments or visit reminders directly to your Apple iOS (iPhone) or Google Android calendar by simply ticking the box on the event creation page.

This will add the reminder to your phone calendar where you can set reminder alerts.

Setting up for existing event

1. From the bottom navigation bar, click "Schedule"

2. Select an event from the calendar by choosing the relevant day, then selecting the event you would like to add a reminder for.

3. On the event detail page, check the box "Add to Phone Calendar"

4. Click "Yes" on the dialog that appears. 

5. You may be prompted to allow the Sales App access to your calendar. If this appears, please select “Allow Full Access.”

6. The event will be added to the calendar on your device. You can then open your calendar and set any alerts or reminders you require.

Setting up as a new event

1. From the bottom navigation bar, click "Schedule"

2. Click "Add" to create new event

3. Enter the details for the event e.g. date, time, name, notes and select the customer if applicable

4. Click "Create Event"

5. You'll be prompted to add the event to your phone calendar. Click "Yes"

6. You may be prompted to allow the Sales App access to your calendar. If this appears, please select “Allow Full Access.”

7. The event will be added to the calendar on your device. You can then open your calendar and set any alerts or reminders you require