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Using The LeadConnector Mobile App: Calendar and Appointments – BizStackPro Help

Using The LeadConnector Mobile App: Calendar and Appointments

Manage your schedule on the go—view calendars, book appointments, share scheduling links, and choose meeting locations (including Microsoft Teams and Zoom) from the LeadConnector mobile app.

Managing Appointments Without Losing Track of Your Schedule

When handling appointments from your phone, it can be difficult to keep track of availability, scheduled events, and team calendars all at once.

The calendar and appointments module brings scheduling, booking, and availability into one place so you can manage everything directly from the mobile app.

Without a clear view of your schedule, double bookings, missed appointments, or gaps in availability can happen more easily.

This guide will walk you through how to use the calendar on mobile so you can view schedules, book appointments, and stay organized throughout the day.

To begin, start by reviewing the available calendar views and how they display your schedule.

Calendar Views

The Calendar tab in the LeadConnector app helps you quickly review schedules across your team and switch between different calendar layouts.

  • Tap the Calendar icon at the bottom to open your schedule.
  • Use the dropdown selector to view calendars by user, calendar, or group.
  • Switch between List View (chronological) and Monthly View (30-day overview).
  • Tap a date to view the appointments scheduled for that day.

Follow along: Open Calendar → choose a calendar in the dropdown → tap a date → review appointments for that day.

Multi-Calendar View

Need to coordinate schedules? Multi-calendar view lets you see multiple users or calendars together so you can spot conflicts faster.

  • Select multiple users, calendars, or groups from the dropdown.
  • Scroll the view to compare availability and appointment blocks.
  • Deselect items anytime to simplify the view.

Pro tip: Use multi-calendar view before you send a booking link so you can confirm availability across the team first.

Quick Access to Scheduling Links

You can share booking links directly from the app—perfect for sending a link via SMS, email, or social DMs.

  • Tap Share (top-right) from the Calendar section.
  • Scheduling Link: Your reusable booking link for clients.
  • One-Time Link: A single-use booking link for special cases.

Example: Copy a One-Time Link when you’re booking a custom meeting for a VIP client and don’t want it reused later.

Creating Appointments

The mobile app lets you create appointments or block time in seconds—without needing to open the desktop version.

  1. Tap the + icon (bottom-right).
  2. Choose whether you’re creating an appointment or blocking time.
  3. Select the contact, then choose the calendar.
  4. Assign the appointment to a team member (or round-robin if enabled).
  5. Add a title, description, and your meeting location.

Follow along: Tap + → select Appointment → pick the contact + calendar → fill in details → save.

Meeting Locations

Meeting locations can be configured in your calendar settings (desktop/web) and then selected when booking on mobile.

  • Custom Locations: Saved addresses, phone calls, or custom labels set in Calendar Settings (desktop/web).
  • Video Meetings: Choose supported options like Zoom, Google Meet, and Microsoft Teams (if enabled).
  • Personal Booking Links: Share a branded booking link through SMS, email, or social bios.

Pro tip: If you don’t see a meeting location option you expect, confirm it’s enabled in your calendar settings on the desktop/web app.

What You Can’t Do in Mobile

The mobile app focuses on scheduling and day-to-day appointment management. Some setup tasks are still handled on the desktop/web app.

  • Create new calendars
  • Edit calendar settings (availability, services, locations, team assignment rules)
  • Configure integrations and advanced scheduling options

Want calendars, CRM, and automation in one place?

BizStackPro connects your conversations, appointments, pipelines, and follow-ups so you can run everything from one dashboard—desktop or mobile.

Frequently Asked Questions

How do I view appointments for a specific date?

Tap the Calendar icon, choose the correct calendar, then tap the date to view appointments.

Can I create a new appointment from the mobile app?

Yes. Tap the + icon to create a new appointment, select the contact and calendar, then add the appointment details.

How do I customize an appointment?

Add contact info, select the calendar, assign the user (or round-robin), and include a title, description, time, and meeting location.

What if I need to create or edit a calendar?

Use the desktop/web app to create or edit calendars, then manage appointments and bookings from the mobile app.

How do I enable the multi-calendar view?

In the Calendar section, select multiple users, calendars, or groups from the dropdown to display them together. Deselect anytime.

How can I share a calendar link directly from the app?

Tap Share (top-right) to copy your scheduling link or generate a one-time booking link.

Keep Scheduling Simple—Even on Mobile

Use multi-calendar views to coordinate. Use scheduling links to book faster. Use appointment creation tools to stay responsive—wherever you are.

✅ View Plans & Features

Better booking. Faster follow-ups.

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