Setting up the Light Blue iOS app
How to set up and use our iOS app to manage your business on the go.
The app is available for iPhone and iPad as a free download from the App Store. You’ll need to be using iOS 10 or later.
The Light Blue app is designed as a simplified companion to the desktop version of Light Blue that runs on both Macs and Windows PCs. You need to have a subscription to our online services to use the iOS app.
The app is designed so that you can use it without an internet connection, but you will of course need an internet connection when you want to download the latest changes from your account, or sync changes that you’ve made in the app back to your account.
Installing the app is just like installing any other app from the App Store, so you just download it onto your iPhone or iPad. I’ve got the Light Blue app installed on my iPad here, so I’m going to use this to give you a quick tour. The iPhone version is very similar, but obviously designed to make better use of the smaller screen size.
When you launch the app for the first time, you’re asked to sign into your account. Once you’ve done that, the app will automatically download your data from your account.
Once you’ve download your data, the app will take you to the Home screen. The Home screen is designed to let you get to whatever you want to do in the app really quickly, whether that’s looking up existing information or adding new information into Light Blue.
At the top of the Home screen are buttons for adding new records. You can add a new shoot just by tapping this button in the top left, a new contact by tapping the second button, or various other types of record by tapping the third button. Finally, there’s the Settings button. You won’t need to go into the Settings screen very often, but if you ever need to trigger a sync manually then you’ll find a button that does so in there.
The large buttons on the Home screen take you to each of the app’s main sections. There are separate video tutorials covering the calendar, task manager, and Inbox, but I’ll show you one of the other main sections now so that you can get a feel for what’s possible in the app.
Let’s go into the Shoots section.
In each of the main sections, we have a list view. There’s a search box at the top that you can use to find a specific record, and underneath that are filters that you can use to narrow down the selection of records that are being displayed. For example, right now it’s showing me just my confirmed shoots. If I wanted to see all of them, I can tap on the ‘All Shoots’ filter.
To view a record, I tap on it in list view. That takes me to the record’s detail view.
The detail view includes all of the information that’s available in the desktop app, organised into tabs that make it easy to find what you’re looking for.
To edit a field, tap into it. Any changes that you make are automatically synced back to your account if you have an internet connection.
In some parts of the app, you can add records that are linked to the record you’re working on in detail view. For example, this shoot has some linked contacts. If I ever wanted to remove one of those contacts from the shoot, I can swipe left on it to reveal a button that will allow me to do so.
When you swipe left on a contact, you’ll also find buttons that allow you to use any contact details that you’ve entered for that contact. We’ll cover that in more detail in a separate tutorial.