Access appointments and tasks on the go with the iPhone app calendar. The Follow Up Boss calendar also syncs with your connected Google or Microsoft calendar for easy access.
How to Find the Calendar
Viewing the Calendar
Quickly see all upcoming Appointments and Tasks in one view.
- Tasks: Indicated by an orange checkbox
- Appointments: Indicated by a pink circle
Calendar: Creating Appointments and Tasks
1. Open the Calendar and click the plus sign in the lower right-hand corner
2. Choose the type of calendar event you would like to create
3. Enter event details
Add Task
Add Appointment
Lead Profile: Creating Appointments and Tasks
Option 1
1. Open the Lead Profile > Calendar > Add Appointment or Task
2. Choose the Type of Calendar Event you would like to create
Create Appointment
Create Task
Option 2
1. Open the Lead Profile and click the Plus Sign in the lower right-hand corner
2. Choose the Type of Calendar Event you would like to create
Task
Appointment