There are several ways to begin creating a new appointment. Choose from the following options:
- From the Calendar menu, select New Appointment
- From 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.
- Enter a Start and End Date and times, or check All Day for an all-day appointment.
- Enter a Description, then the location of the appointment in the Where field, and any other pertinent information in the Notes field.
- If the appointment is recurring, click Repeat and enter the appropriate information under the Frequency and Duration sections, then click OK .
- To finish adding the appointment and create another, click Add , otherwise, click OK .