Keap Mobile: Appointments

Tags: Keap-Mobile

This article applies to:

Install Keap Mobile to your iOS or Android device

You can see all of your upcoming Keap appointments in your mobile app. Use the mobile app to see the contact record and details like notes, emails sent, calls, messages, before you meet with your client. You can even book a contact directly in the Keap mobile app without having to send an appointment link. 

Note: You must update your Keap Mobile app to version 1.13 and have at least one appointment type set up to see the Appointments tab at the bottom of the app.

Access Appointments

  1. Open the Appointments tab to see your appointments
  2. Tap on an appointment to see its details where you can send a request to reschedule, cancel the appointment, add notes, or add tasks

Reschedule Appointment

  1. Navigate to an appointment in the Keap Mobile app
  2. Tap the Reschedule button
  3. Review the reschedule email
  4. Tap the Send button

Cancel an Appointment, Add a Note or Add a Task

  1. Navigate to an appointment in the Keap Mobile app
  2. Tap the secondary ... button to see options to cancel the appointment, add a note, or add a task

Book Now on Behalf of a Contact

Use this feature when you want to schedule an appointment with a contact without sending the link to your calendar.

  1. Navigate to the Appointments tab
  2. Tap the + button
  3. Search through your contacts for the desired contact
    Note: If you search for a contact and discovery you don't have them in your Keap app, you'll see an option to add a new contact. 
  4. Select the desired contact
  5. Select the type of appointment to create
  6. Select an open time slot
  7. Once the user confirms the appointment, it will be booked and you will receive a confirmation. Keap will automatically send out our standard appointment reminders as well!