How to Schedule Appointments

From ContactsLaw Documentation
Revision as of 23:13, 2 December 2024 by Bradley Smith (talk | contribs)

1. Getting Started

 Open the application, navigate to the Collaborate section, and select Appointment.

Step 1 - Set Appointment.png

2. Input Details

  •    Provide a description, outlining the tasks or work to be performed.
    Step 2 - Set Appointment.png
  •    Enter the start date and time, as well as the due date and time. Tick the checkbox if it is an All-day event.
    Step 3 - Set Appointment.png
  •    Associate the appointment with a relevant matter.
    Step 5 - Set Appointment.png
  •    Add a member or contact to the appointment.
    Step 6 - Set Appointment.png


Once all necessary information has been added, select "Save & Close" to finalise the appointment.

Step 7 - Set Appointment.png
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