Create an Appointment

There are several ways to begin creating a new appointment. Choose from the following options:

• From the Calendar menu, select  New Appointment
• From the Events group on the main toolbar, click  Appointment
• From the calendar toolbar, click  .
• From the contact profile toolbar, click  Appointment.
• From the Customer, Unit, Address List, or List Builder, select the contact, then right-click and choose New Appointment.
• From Upcoming Events under Appointments, right-click and choose New Appointment.

Appointment Details:

1. Enter a Start and End Date and times, or check All Day for an all-day appointment.
2. Enter a Description, then the location of the appointment in the Where field, and any other pertinent information in the Notes field.
3. If the appointment is recurring, click  Repeat and enter the appropriate information under the Frequency and Duration sections, then click  OK  .
4. To finish adding the appointment and create another, click Add  , otherwise, click   OK  .

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Additional Information:

• Calendar Overview
• Move, Mark Complete, or Clear Past Calendar Items