For the complete documentation index, see llms.txt. This page is also available as Markdown.
Use Daylite Anywhere
Everything you've set up so far syncs automatically to your iPhone and iPad. That means you can check your schedule, update a deal, or add a note from anywhere — not just your desk.
Get the App
If you haven't already, download Daylite from the App Store on your iPhone or iPad and sign in with your Daylite account. Your data syncs automatically — contacts, tasks, calendar, opportunities, projects, all of it.
Things That Work Great on The Go
Check your Worklist before a meeting to see what you need to follow up on.
Add a Note right after a client call while the details are fresh.
Check off a Task the moment it's done.
Look up a Contact before walking into a meeting — see their full Activity history, linked deals, and recent emails.
Move an Opportunity to the next stage on the Board after a successful conversation.
Create a new Contact when you meet someone at an event.
Make a Call then record the time or create a follow-up when Daylite prompts you.
Daylite Works Offline Too! Your data is stored on your device, so you can keep working without a connection. Everything syncs automatically when you're back online.
Share Your Contacts and Calendar with Other Apps
You can make your Daylite Contacts and Calendar available in Apple's built-in Contacts and Calendar apps across all your devices. This means Siri can dial your Daylite contacts, and your Daylite appointments show up alongside your personal calendar.
To share Contacts: go to Daylite > Settings > Sharing on your Mac and follow the prompts.
To share Calendar: go to Daylite > Settings > Calendar > Add Calendar Sync.
Your data stays separate — sharing doesn't merge anything. It just makes your Daylite data visible in other apps.
