Use Appointments

Need to block out days and time when staff is not in the office? Use Appointments to block out time on the Calendar for activities not associated with a Job, like time off or staff meetings.

Appointment must be selected as an Activity Type to display in order to have them show in a Calendar View.

For recurring Activities, such as a weekly meeting, or help with saving a View, see Related Articles.

SCHEDULE A NEW APPOINTMENT

  1. Click anywhere on the calendar and select New Appointment.
    -OR-
    Click the  Add Appointment button from the top.

create a new appointment form a Calendar view

EDIT AN APPOINTMENT

  1. Drag and drop it anywhere in the Calendar.
  2. Click the Appointment to open the Edit Appointment box.edit appointments in a calendar view

ADD APPOINTMENT AS AN ACTIVITY TYPE OT DISPLAY

  1. Click the Customize button from the top toolbar.
  2. Double check-marks button to the right of Activity Types.
  3. Add Appointment as one of the Activity Types included in the Calendar.

add appointment as activity type in a calendar view

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