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.

SCHEDULE A NEW APPOINTMENT

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

EDIT AN APPOINTMENT

1. Drag and drop it anywhere in the Calendar.
2. Click the Appointment to open the Edit Appointment box.

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.