Add Appointment
1. Begin
Open your calendar by clicking on the icon on the left.


Click on New Appointment in the top toolbar.

Or, hover over the "+" icon in the lower right, then click on Add Appointment.
2. Subject
Enter a title for the appointment.

3. Dates & Times
Select Start Date and Time, and End Date and Time.
A drop down calendar will appear if you click on this icon, or you can type the information in manually.
You can also set the appointment for "All Day".


4. Location
Enter the location where the appointment will occur.

5. Owner
By default, the owner will be the person creating the appointment. Select another team member, if necessary.

6. Status
Select the appropriate status from the drop down.

7. Label
Here you can select from a number of labels to provide at-a-glance information about the appointment.

8. Related
If the appointment is related to a particular client, contact, or docket, select it here.


9. Description
Enter a description of the appointment here.

10. Done!
Click "Done" to finalize your appointment. Now it will display in your calendar.

Article ID: 28, Created: January 25, 2024 at 9:06 PM, Modified: January 25, 2024 at 9:38 PM