Diana May-Jennings
See how to set appointment and calendar reminders for our app
Having reminders for your calendars and appointments is essential as a sales rep. If you want your customers to remember your appointments, you should do the same. This overview will teach you how to personalize your calendar and appointment reminders in both the iOS and Android SalesRabbit app in just a few easy steps. Check it out now!
Calendar & Appointment Reminder Settings (iOS)
Here you’ll see details about how to enable syncing of your SalesRabbit appointments to your device’s calendar. This sync of the Calendar only applies to appointments going forward. Any appointments set before the sync was enabled, will not back sync and will not show up in your calendar.
*Note: Make sure you have your desired calendar set as your default calendar so that your appointments will show up in it. This can be done in your general device settings.
Step 1. Navigating to Your Settings
To open your app settings, click the gear icon in the upper left-hand corner of the screen.
Step 2. Enabling Your Calendar Sync
On the “Settings” page there is a “Sync to default calendar” option with a toggle switch just to the right. Turn on the switch.
Moving forward any appointments you set in the app will be synced to your default calendar connected to that specific device.
Pro Tip
- Under “*Set reminder” you can customize if, and when, you would like to receive your appointment reminders.
Calendar & Appointment Reminder Settings (Android)
This article details how to enable syncing of your SalesRabbit appointments to your Android device’s calendar. This sync of the Calendar only applies to appointments going forward. Any appointments set before the sync was enabled, will not back sync and will not show up in your calendar.
**Note: Make sure that your desired calendar for your appointments has been added to your device, or is set as the “default calendar” on your device. This can be done in your general device settings.
Step 1. Navigating to Your Settings
To open the app settings, click the three horizontal bars in the upper left-hand corner of the screen.
Step 2. Access Your App Settings
This will have opened a menu on the left side of the screen. From this menu click “Settings“.
Step 3. Selecting Your Calendar Settings
On the “Settings” page there is a “Calendar sync” option with a check box just to the right. Check the box.
You can then click on “Calendar” to see your list of calendar options on your device. Pick the one you desire to have your appointments sync to.
Moving forward any appointments you set in the app will be synced to your selected calendar connected to that specific device.
Pro Tip
- Under “*Own lead appointment reminders” you can customize if, and when, you would like to receive your appointment reminders.
More Help Center Articles
If you have different questions you need answered, contact our support team at (801) 418-9009 or email them at support@salesrabbit.com for assistance. Or to learn more about what we can do for you and your sales process, schedule a demo for free. If you’re already a SalesRabbit user, login to our Help Center and get unlimited SalesRabbit resources.
