Booking an Appointment
Option 1:
On the Main Menu, go to Calendar.
Click Add appointment.
Enter the Subject, Location, Date, Start Time, and End Time for the new appointment.
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.
Once done, click on Save.
Option 2:
Navigate to the case that you want to set up an appointment for, then click on the "Appointment" tab.
Go to "Book Appointments".
Enter the Subject, Location, Date, Start Time, and End Time for the new appointment.
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.
Once done, click on Save.