Use Connections on Tradify Mobile

Topic

Learn more about managing Connections on Tradify Mobile. 

Add Connections from the Connections Page

1. Navigate to the More page.
2. Select Connections.
3. Select the blue + icon in the bottom-right corner of your screen.
4. Fill in your new Connection's email address.
5. Select Send Invitation to Connect.
   
   

Add a Connection from the Scheduler

1. Navigate to your Scheduler page.
2. Select the blue + icon.
3. On the appointment select Staff & Connections.
4. Select the blue Add Staff or Connection button.
5. Select Add Connection.
6. Enter your Connection's email into the box provided.
7. Select Add.

Note: Your Connection will remain pending until they have accepted your invitation. Additionally, they'll need to accept the scheduled appointment for the appointment to appear normally in the Scheduler.

Deactivate a Connection

In Tradify mobile, you can deactivate a Connection. To do this:

1. Navigate to the More Page.
2. Select Connections.
3. Select your Connection on the active page.
4. Select Disconnect.
5. In the prompt, confirm your deactivation by selecting Disconnect.

Additional Information

See here for more info on connections: Reactivating Connections

For more information on using Connections, check out Using Tradify Connections To Work With External Users and How To Use Tradify's Free Account.