How to Add Events to Your Calendar on Mobile

Keep your schedule organized by adding site visits, meetings, and follow-up calls directly within Client Keeper. The calendar serves as your central hub for time-sensitive tasks, ensuring you never double-book or miss an appointment.

1. Access the Calendar: Tap the Menu icon (three horizontal lines) in the bottom right of your navigation bar and select Calendar.

2. Start a New Entry: Tap the purple "+" button in the top right corner of the screen.

3. Enter Event Details:

   • Event Name: Give your event a clear title (e.g., "Site Visit" or "Closing Meeting").

   • Date & Time: Tap the date field to select the day, and tap the time fields to set your start and end times. Scroll through the time picker and hit Select to confirm.

   • All Day Toggle: Switch this on if the event doesn't have a specific time slot.

4. Add Location & Category:

   • Location: Enter an address or a virtual link (e.g., "Office" or "Zoom").

   • Event Type: Categorize your entry as a Meeting, Call, Task, Reminder, or Other.

5. Set a Reminder: Choose how far in advance you want to be notified (e.g., 15 minutes, 30 minutes, or 1 hour before).

6. Save: Add any additional notes if needed, then tap Save Event.