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5.2 Setting Appointments


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Setting an Appointment within your Schedule can be done in several different ways.

  • Through the Work Center using the New Appointment icon.
  • Through the Schedule directly by clicking the New Appointment icon.
  • By hovering your mouse over a time on the Schedule and right clicking to create a new Appointment
  • Within a Project by clicking the New Appointment icon. (Appointments made within a Project will appear within your main Schedule as well as within a Project.

The main screen for adding your Appointment details is shown below.

Features within the Appointment details window include:

  • Drop down calendars to choose the Appointment date easily
  • Categories accessible through a drop down menu
  • Appointment types(Daily, weekly, monthly etc.) accessible through a drop down menu
  • The ability to add an Attendee through the drop down menu
  • Add a contact to your Appointment through the search field labeled Guests
  • Add a reminder to your Appointment with the pop up calendar. When the Reminder comes due it will appear within your Flyout Panel and will pop up from the lower right hand corner.
  • Icons at the top of the Appointment screen will allow you to add Documents, Budget items and Expenses

Saving your changes will set your Appointment in your Schedule.

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