Help! Should I create an appointment or session?
An unlinked appointment
is not tied to a specific client.
For appointments that involve a specific client, Create a Linked Appointment instead.
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To find the time and date, refer to the Calendar Overview topic.
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Double-click in the desired time slot on the calendar.
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The Scheduling
Wizard will walk you through the scheduling steps. -
From the Scheduling
Wizard, choose Create a New
Unlinked Appointment (with no client). Click Next. -
Type in the appointment description. Press Tab.
-
Choose an appointment type from the drop-down
list or type one in. Press Tab.
The appointment type
determines what information will be displayed on the calendar
to describe that appointment. Customize the calendar description
for each of your appointment types in Maintenance
> Appointment > Appointment Types. See also: Appointment Types
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Confirm or add the remaining information as needed.
Click Next. -
Enter necessary notes about the appointment. Click
Next. -
If you want to view or modify the appointment,
click the checkbox labeled Open Appointment
for Additional Modifications and click Finish.
