Add a new Appointment

Owned by Chris vanderHeide
Last updated: Aug 08, 2016 by Samantha Miller (Unlicensed)
1 min read

Adding a Appointment

There are numerous ways to get to the Setup a Appointment screen. Let's look at the options:

Option 1: From the Events List:

  • Open the Calendar or Relationship Management Module and select the person or organization for whom you want to set up a appointment.
  • Click on the Events tool under the Scheduling drop down menu in the ribbon at the top of the screen.
  • Click on the Add an Appointment tool in the toolbar.

Option 2: From the Calendar:

  • Open the Calendar or Relationship Management Module and select the person or organization for whom you want to set up a appointment.
  • Click on the Calendar tool under the Scheduling drop down menu in the ribbon at the top of the screen to display the Calendar.
  • Click on a day in the calendar to select it.
  • Right click on the day to show the context menu and select "Add new Appointment", or choose the same option under the Add drop down on the toolbar above the calendar.

Finish setting up the Appointment:

  • In the Setup a Appointment screen, enter the basic information for the appointment to be created.

The type of appointment: Select the Category for the appointment from the list that was created in User Defined. You can add brief Extra Information if you wish.

When is this appointment: Enter the date for the appointment, the time of day and length.

Who should be involved: Select a primary person or organization for whom this appointment is with. Fill in any other people that should attend the appointment in the list of Involved people.

Additional Information: You may also attach a Note or a Notice to an appointment.

  • Click Save.