There are several ways to begin creating a new appointment. Choose from the following options:
- From the Shortcuts form, click on Calendar, then from the calendar tool bar click .
- From the contact's profile toolbar, click .
- From the Customer, Unit or Address List, 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, location and any other pertinent notes.
- 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 .