Mobile appointments

Mobile appointments in the HLB mobile app put everything about a booking on one tabbed screen. Your team opens an appointment and sees the details, attendees, form answers, notes, history and payments together. There is no need to switch between the calendar, contacts, forms and payments.

This helps teams who manage bookings from their phones during the day. Staff can confirm details, read what the customer submitted on the booking form and take payment without going back to a desktop.

The screen includes these tabs:

• Details: the main appointment information, which you can review and update.
• Attendees: everyone linked to the appointment.
• Form Submission: answers from the booking form (default forms are supported).
• Notes: notes for your team's internal use.
• Activity Log: a read-only timeline of changes to the appointment.
• Payments: charge a card, record a manual payment and review transaction history.

The Payments tab only appears when payments are set up for that appointment or calendar. Other tabs can vary with the appointment type, booking setup and form configuration.

To use it, open the mobile app, go to the Calendar module and open an existing appointment or service appointment. Then choose the tab you need. This screen needs app version 4.12.0 (816) or later, so update the app if you do not see it.