Using Appointments

Background

Use appointments to block / identify time on the calendar for something not associated with a job. For example, employees scheduled time off or company meetings

Quick Reference

  • To schedule a new appointment:
    • click anywhere on the calendar and select New Appointment
    • click the New Appointment button near top of the page.
  • To reschedule an appointment:
    • drag and drop it on the calendar
    • double-click the appointment to change the date or time
  • To change the information on an appointment:
    • click on the item and select Edit
    • double-click on the item
  • To change the status of an appointment, click the item and choose the desired Change Status menu option.
  • If an appointment isn't appearing on the calendar, click the Options... button and click the Select.. button to add the appointment as one of the Activity Types included on the calendar.

Still need help? Contact Us Contact Us