CalendTree on Web and iPhone

Your CalendTree account is the same account everywhere — sign in with the same email (or Apple/Google account) on the web dashboard at calendtree.com and in the iPhone app, and your clients, bookings, invoices, and documents stay in sync automatically.

What works the same on both

• Bookings, clients, organizations, invoices, quotes, proposals, and contracts
• Payments and balances (Square-connected)
• Mileage trip history and year-to-date totals
• To-dos, time tracking, and projects
• Calendar sync settings and Google/Zoom connections

What's currently web-only

A few power-user tools live on the web dashboard for now:

• Scheduling Links (a second, calendar-first booking link type, up to 4 per account)
• Building Questionnaires and reviewing responses
• The Booking Page's embed code for adding your booking widget to Squarespace, Wix, WordPress, or any site
• The Project Pipeline kanban board, Reports, and the Workers/Payroll hub

You can still view and act on data these tools create — a questionnaire response or a scheduling-link booking — from the iPhone app, even though building/editing those tools happens on the web.

What's different on iPhone

• In-person payments use a connected Square card reader. (Apple's Tap to Pay on iPhone is not currently available in CalendTree.)
• The app can automatically detect drives in the background for mileage tracking using your phone's location and motion sensors — something a browser can't do.
• Changes you make offline (a spotty connection, airplane mode, a dead zone) are saved on your phone and sync automatically once you're back online — see Offline Mode on iPhone.
• Your calendar can sync directly with the Apple Calendar app in addition to Google Calendar.

Keeping both up to date

There's nothing to manually sync — as soon as either the app or the dashboard has a connection, your changes push through. If a change can't be saved after several attempts (for example, a payment logged while your phone had no signal for an extended period), you'll get a notification telling you so rather than it silently failing.