To schedule an appointment for your clients, go to the Contact Profile and select Actions tab and then Schedule tab.

Select the date you want to schedule the appointment and then double click the time you want to schedule the appointment.

A window for Schedule Settings will pop up. Fill out the “Title”, edit the Start and End date and time, enable the “Repeat” if you want this event to repeat, insert any relevant notes (you can also put in video information, including a link, into this area for the recipient to receive), assign the staff member the appointment is with, and select the appointment type in the drop-down and make sue to click the Save button.

The appointment shows on the calendar. You can drop and drag the appointment time in the viewer to change the time. You can even click on the block and extend the time. It will also alert you if there is a scheduling conflict.


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