Appointments
Appointments
Last Updated: July 15, 2026Appointments Hub
Last Updated: July 15, 2026The Appointments hubdisplays your appointment records. Appointments can be sorted by any of the fields shown on the hub. Just click the column heading and the appointments will sort by that column. Click again and the appointments are sorted in reverse order. See Customizing the Hubs for more information on how to change the look...
Features of Appointment Records
Last Updated: July 15, 2026An Appointment record is used to store appointment information, including the appointment description, the type of appointment, the resources used in the appointment (such as an inside location), the appointment date, and the beginning and ending times of the appointment. From this record, you can also set the color that the appointment type will display...
Managing Appointments
Last Updated: July 15, 2026Creating New Appointments You may create new appointments by using one of the following options: From the Calendar – The most common method of creating a new appointment is directly from the Calendar. Double-clicking on an empty time slot will launch the Scheduling Wizard. The wizard willwalk you through the scheduling process for either a...