A variety of different Appointment Types are available in the Calendar. Appointments are activities that you schedule in your calendar that do not necessarily involve inviting other people or reserving resources; e.g.: Pick up dry cleaning. You can view your appointments by day, week, or month.

You may also schedule All Day Events - An event is an activity that usually lasts 24 hours or longer. Examples of an event include a public holiday, trade show, annual leave, or a seminar. Usually, an event occurs once and can last for one day or several days.

The Category of the Appointment, will determine the Appointment Type, for example by selecting the category of Leave & RDO’s the Type of appointment could involve Annual Leave, Long Service Leave, No Pay Leave, Rostered Day Off, Sick Leave or Other etc. Whilst selecting the category of Prospective Vendor;the type of appointment could be Appraisal or Appraisal Follow up Meeting etc.

Appointments may or may not be linked to a Staff Member, Contact, Property, Appraisal, Listing or Contract.

1.       On the File menu, point to New, and then click Appointment.

2.       Select the appropriate appointment Category from the drop down menu. e.g.: Prospective

Vendor. See: Appointment Types

3.       Select the appropriate Appointment Type from the drop down menu. eg.: Appraisal

4.       Depending on whether the Appointment relates to a contact or a property the

Contact/Appraisal/Listing/Contract or Property search function will be available. Select the associated Contact, Appraisal, Listing, Contract or property using the locate icon.

5.       The Subject will default to the Category - Appointment type; however you may edit this field if

necessary.

6.       Enter the Location of the appointment, e.g.; on site, in boardroom, at property etc.

7.       Indicate the Start and End date either by using the Calendar drop down or simply highlighting

the field and entering the date.

8.       Indicate the Start and End time either by using the up or down arrows, or simply highlighting

the field and entering the time. Alternatively, if it is an All Day Event then activate the .

9.       Enter Contact Details See - Enter a new Contact (Person)

10.     Enter any Notes if required.

11.     Click Save and Close to save the information entered; alternatively click on the X at the top

right corner of the Active window , a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.

In Calendar, you can also create an appointment by selecting a block of time, on the relevant date that the appointment is to be scheduled for
 

1.       On the Calendar, select the date for the appointment.

2.       Double left click on the block of time.

3.       The Appointment screen will be displayed

4.       Proceed from step 3 above.

1.       On the Calendar, select the date for the appointment.

2.       Position your cursor on the required block of time, and Right Click

3.       Select New Appointment.

4.       Proceed from step 3 above.

1.       In Calendar, click on File

2.       Select New

3.       Select Appointment

4.       Proceed from step 3 above.

1.       On the Home Page

2.       Select New from the Appointments grid

3.       Proceed from Step 3 above.