How to book meetings

The mobile app lets you book a meeting with a lead while you're still standing in front of them. Tap the calendar icon on the Lead Details page, pick a calendar, and the meeting opens in your scheduling tool of choice with the lead's info pre-filled.

You need to configure the calendars first — see below.

Calendars you can hook up

Mobly works with any calendar that has a public booking link:

• Calendly

• Chili Piper

• Your phone's native calendar

• Other booking tools that produce a shareable link

The lead's name and email pass through to Calendly and Chili Piper automatically. For phone-native calendars, you'll fill in lead details on the calendar app yourself.

Set up your personal calendar links

You can configure your own calendar links from the mobile app or the Hub.

From the mobile app

1. Tap your own profile picture, then tap Edit Profile. Scroll down to the calendar section.

2. Tap Add Calendar, name the calendar, and paste the public booking link. Tap Add.

From the Hub (admin only)

The Mobly admin can add calendar links for any user from the Hub.

1. Go to the Users tab and click the user.

2. Click the Calendars tab.

3. Enter a name and public-facing link for the calendar.

4. Click Save.

Event-specific calendars

Admins can also attach calendars to a specific event — useful when you want everyone working a booth to share a single scheduling link (a demo-room calendar, an AE's calendar, etc.).

1. Navigate to Events in the Hub.

2. Click into the event.

3. Select the Calendars tab.

4. Add a calendar with a name and public-facing link.

5. Click Save.

The calendar appears in the mobile app for any user assigned to that event — making it easy to book a demo on the spot without coordinating which AE's calendar to use. For more on event calendar admin, see How to use event-specific calendars.

Book a meeting

1. Scan the lead or find an existing lead in the mobile app.

2. Tap the calendar icon. The configured calendars appear at the bottom of the screen.

3. Tap the calendar where you want to book. The calendar opens — either on your device's calendar app or in a browser, depending on what you chose. For Calendly and Chili Piper, the lead's name and email carry through. Pick a time and your invite is ready.

Related articles

• How to engage leads from the app

• How to use event-specific calendars — admin-side setup