Adding an Appointment

  1. Click Calendar in the main menu (if it’s not already open), then click Add Appointment.
  2. Enter a subject (short description of the appointment). The subject, along with the contact (if assigned), will be shown on your calendar.

    Use the Assign To drop-down list to select the team member calendar to which the appointment will be added. You can assign an appointment to any team member who is sharing their calendar.

  3. If applicable, select the contact involved in this appointment by clicking the Select Contact button. Use the simple search form to locate the appropriate contact. If you want to remove the assignment of the contact to the appointment, click the Remove Contact link.

    Note  Appointments opened on a mobile device include the contact name appended to the subject line (e.g. subject *[contact name]*. This is done to facilitate the attaching of contacts to appointments with wireless synchronization. If possible, do not edit the subject line on your mobile device, otherwise the subject may become incorrectly formatted.

  4. Enter the start and end time of the appointment and, if appropriate, select the All Day Event check box.
  5. If the appointment is recurring, select the Recurring check box and enter the recurrence information.
  6. If you want to receive a reminder for this appointment, select the Reminder check box and indicate how many minutes, hours or days ahead of the appointment you should receive the reminder.

    Note  If you want to receive email reminders, you must have the email reminders enabled in your user profile. If you are using wireless synchronization, you will automatically receive the reminders on your wireless device and no longer need to receive email reminders.

  7. Select an option, in the Show time as field, to indicate how firm this appointment is. This will help to identify if you might still be available during this time.
  8. Enter any additional notes about this appointment.
  9. Click Save.