How to Schedule Appointments

From ContactsLaw Documentation

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.