Booking an Appointment

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​Option 1:
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On the Main Menu, go to Calendar.
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Click Add appointment.
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Enter the Subject, Location, Date, Start Time, and End Time for the new appointment.
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Select the Calendar you wish to book the new appointment under. You may also click on Assign Team Member to assign a team member to the appointment. Click on Create Task to create and assign a new task for the new appointment and lastly, send client invite.
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Once done, click on Save.
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​Option 2:
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Navigate to the case that you want to set up an appointment for, then click on the "Appointment" tab.
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Go to "Book Appointments".
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Enter the Subject, Location, Date, Start Time, and End Time for the new appointment.
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Select the Calendar you wish to book the new appointment under. You may also click on Assign Team Member to assign a team member to the appointment. Click on Create Task to create and assign a new task for the new appointment and lastly, send client invite.
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Once done, click on Save.
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