How to Schedule Appointments

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Revision as of 11:46, 12 March 2025 by Bradley Smith (talk | contribs)
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1. Getting Started

 Open the Desktop App, navigate to the Collaborate tab on the ribbon, and select New Appointment.

New Appointment command.

2. Input Details

  •    Provide a description, outlining the work to be performed.
    Appointment properties showing description.
  •    Enter the start date and time, as well as the due date and time. Tick the checkbox if it is an All-day event.
    Appointment properties showing start/end dates.
  •    Associate the appointment with a relevant matter.
    Appointment properties showing matter.
  •    Add attendees (members or contacts) to the appointment.
    Appointment properties showing member.

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

Save & Close command.