14.6 Adding an Employee to an Appointment

Related Articles 6.21 Appointments

To add an Employee to a meeting simply open the details screen to create an Appointment and then either highlight the field within the Employees section or click the New Attendee icon. 

The correct highlighted field within the New Appointment window would look like this when it is highlighted.

From there click on the Employee Stream field or the field where you see the name and the drop down search box will open allowing you to Search for the correct Employee.

Click the Search tool on the right side of the field and when the desired name appears click it and it will automatically be entered into that field to invite an Employee to a meeting.

When this is complete if you need to delete an Employee from a meeting simply click the delete icon.  It is found just behind the drop down search menu.

Save your changes and you have added Employees to an Appointment.