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Add an Activity/Appointment on Mobile

Brandy Billiot
Brandy Billiot
  • Updated

Adding an Activity or Appointment has never been easier to do from a Record. You’ll be able to add your Appointment straight from the Record Preview screen without having to go into the Record itself, which will save you much-needed time.

How to add an Activity from the Plus Sign option

From many screens, in the app, you are able to use the plus sign to create appointments. You can follow the steps below:

  1. Click the Plus Sign Icon at the bottom of the screen. 
  2. Choose Schedule Activity from the available options.
  3. Once clicked, you will be taken to a screen to enter all the information needed. Please be sure to enter a title or it will not let you save the activity.
  4. Click Save and you will have the appointment scheduled.

Activity Plus.gif

How to add an Activity from the Calendar

Below are the steps on how to quickly add an activity from the calendar view. 

  1. Click the Home button and you will see three tabs: Today, Overdue, and Calendar.
  2. Click Calendar and you will be shown the calendar for today. If the day has appointments already scheduled you will follow the same steps above by using the plus sign option. If the day is clear you will see a message that states Create a new appointment.
  3. You will then enter the information needed. Please be sure to enter a title or it will not let you save the activity.
  4. Click Save and you will have the appointment scheduled.

Apptointment from Home.gif

How to add an Activity While Logging a Visit Result

Below are the steps on how to quickly add an activity while logging a Visit Result. 

  1. Click the Record you want to log a Visit Result for.
  2. Choose your Visit Result and Click Add Visit Details.
  3. Toggle on Follow-Up to Yes.
  4. Choose your Date/Time, Activity Type, Title if you want to change it, assign the activity accordingly. Finish adding any additional visit details if needed.
  5. Hit Log Visit at the bottom right to save.

Create Activity - Visit .gif

FAQs

Can I sync appointments from my work/personal calendar?

Yes, you can sync your calendar with Google Calendar. Please click here to learn how to sync your Google Calendar with SPOTIO.

Can I assign an appointment to another user?

Yes, you can assign an appointment to another user when creating the appointment by clicking “Assign To” and selecting their name. They will receive an email of the new appointment.

Is my Manager able to see what appointments I scheduled if I schedule them to another team member?

At this time, our Activity Reporting only shows who completed an activity (checked it off) and not who originally created it. To keep tabs on who set appointments, we suggest utilizing our Visit Results which can be set up by your Administrator.

 

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