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 your upcoming Appointments and Tasks in one view.

Note: Filtering to view team member's appointments and tasks is coming soon. 

• Tasks: Indicated by an orange checkbox
• Appointments: Indicated by a pink circle
• Events Synced from Connected Calendar: Indicated by a green 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