Using Appointments and Calendar - iOS

If you're an iOS user and haven't downloaded the Base mobile app, head over to the App Store to install the app on your mobile device to get started with managing your Lead, Contacts, and Deals on the go!

Seeing and managing your appointments in Base allows you to see meetings in context with all the other details around that potential customer or client. From the Base mobile app, you can create and edit meetings, get on-the-go directions to your next appointment, and quickly email meeting attendees to let them know you’re running late.

Article Contents:

How to Create an Appointment

There are three ways to create an Appointment from the Mobile app.

Create from Leads, Contacts, or Deals

Navigate to the Lead, Contact, or Deal you'd like to create an appointment with and click on the Appointments section.

Click on the + button to add a new Appointment.

Fill out the title and set the time and date to save the Appointment. You can also customize alerts, location, description, and select attendees. If you add a Location, you can get directions via Google Maps within the Base mobile app. If you would like to send Appointment/meeting invitations, toggle the button next to 'Send Invitations'. By default, it does not send invitations, but if you toggle it on, it will send a meeting invite to the attendees. Click Done when you're ready to save.

Create from the Today page

You can also create Appointments without associating them to any Lead, Contact, or Deal. Quickly add Appointments from the Today page by clicking the global add option + at the top right of the screen.

 

Create from Calendar section

To access your Calendar, navigate to the Today page and click on the Calendar section. Click on the + icon to create a new Appointment from Calendar.

  

 

Edit & Manage Appointments

To edit or view a previously saved appointment, click on the appointment. From this view, you can take several actions:

  If you’re running late to a meeting, click this to send an update to your attendees letting them know when you’ll be arriving - 5 minutes, 10 minutes, 15 minutes, or 1 hour late.

 Click this to email attendees.

 Click this to navigate to the meeting location using Google Maps.

 

View Your Appointments

From the Calendar section on the Today page, you can view all of your Appointments. You can either view them in a list view  or you can view them on a map . Toggle between the view options by clicking on the view icons.

                              List View                                                          Map View