A Card is a snapshot of important information for upcoming appointments that is displayed on your Dashboard.
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Please click on the button below to be redirected to our training video on Cards:
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There are three Card types: Meetings, Calls and Tasks.

Meeting cards provide an at a glance view of your upcoming meetings. To view more detailed information you can tap on the card. You can also tap View Meeting Details to edit meeting details.

Three buttons appear at the bottom of Meeting cards: Check In, Postpone and Cancel.

Meeting cards have a unique element called the Location Marker.

Tapping the Location Marker will open a Google Maps window displaying the location of the meeting. You can use this to plan your route to the meeting.

Tip: For more information about creating, attending, postponing and cancelling meetings please click this button:

Call cards provide an at a glance view of your upcoming calls. To view more detailed information you can tap on the card. You can also tap View Call Details to edit meeting details.

Tip: For more information about Calls, please click the button below:

Task cards provide an at a glance view of your scheduled tasks. To view more detailed information you can tap on the card. Tap Complete to mark a task completed or Forget to remove it from your Dashboard.

Tip: For more information about Tasks, please click the button below: