This article covers how to manage appointments in the Keap™ Mobile app, including sending appointment booking links via email, viewing appointment activity on contact records, managing multiple upcoming appointments, and enabling appointment notifications. To use these features, install Keap Mobile on an iOS or Android device.

Send an Appointment Booking Link via Email

1. From the contact record, tap the Email button.

   

   The screenshot above shows the Email button on a Keap Mobile contact record.

2. Enter the subject line and message body.

   

   The screenshot above shows the email composer in Keap Mobile with subject and message fields.

3. Tap the calendar icon inside the message area.

   

   The screenshot above shows the calendar icon in the Keap Mobile email composer.

4. Select the appointment type to share.

   

   The screenshot above shows the appointment type selector in Keap Mobile.

View Appointment Activity on a Contact Record

Appointment activity is automatically recorded on a contact record when a contact books an appointment. Both current and past appointments appear in the activity feed.

The screenshot above shows the appointment activity section on a Keap Mobile contact record.

1. Tap a specific appointment to view the details and add notes or tasks.

   

   The screenshot above shows the appointment detail screen in Keap Mobile with note and task options.

View Multiple Upcoming Appointments

When a contact has more than one upcoming appointment, a Show more upcoming button appears below the initial appointments listed on the contact record.

The screenshot above shows multiple upcoming appointments on a Keap Mobile contact record.

The screenshot above shows the Show more upcoming button on a Keap Mobile contact record.

Appointment Notifications

When a contact books an appointment through a booking link, a push notification is sent to the device running the Keap Mobile app.

The screenshot above shows a Keap appointment booking push notification on a mobile device.

The screenshot above shows an animated example of a Keap appointment push notification.

Note: Push notifications must be enabled for the Keap Mobile app in the device settings to receive appointment notifications.

The screenshot above shows the device notification settings with push notifications enabled for Keap Mobile.

Frequently Asked Questions

What does this article cover?

This article covers how to send appointment booking links via email, view appointment activity on contact records, manage multiple upcoming appointments, and set up appointment notifications in the Keap Mobile app.

Why are appointment push notifications not appearing?

Push notifications must be enabled for the Keap Mobile app in the device settings. Navigate to the device notification settings, locate the Keap app, and enable push notifications.

Are past appointments visible on a contact record in Keap Mobile?

Yes. Both current and past appointments are recorded automatically in the appointment activity section of the contact record.