To add a new appointment, select Create Appointment from the top-right corner of the Calendar. This will open the Create Appointment window, where you can enter the following details for the appointment:
Title
Class – If the class you choose has different types attached to it, a further Type drop-down menu will appear below.
All Day – If you select this, the options to specify start and/or end times will be removed.
Multiday – If you select this, you will be able to specify an end date as well as a start date.
Start and End date and time – The options here will depend on which options you have selected above.
Organiser – Selecting Select will open a window where you can search for Officers and select the + icon to add them. Once you have finished in the list, select Done to add the officers to the field. Each officer will have a X icon, which you can select to remove them.
Location – Selecting Select will open a window where you can search for Organisations and select the + icon to add them. Once you have finished in the list, select Done to add the organisations to the field. Each organisation will have a X icon, which you can select to remove them.
Attendees – Selecting Select will open a window where you can search for Learners, Applicants, or Officers and select the + icon to add them. Once you have finished in the list, select Done to add the records to the field. Each record will have a X icon, which you can select to remove them.
Regarding – Selecting Select will open a window where you can search for Learners, Applicants, Organisations, Officers, Vacancies, Vacancy Applications or Opportunities and select the + icon to add them. Once you have finished in the list, select Done to add the records to the field. Each record will have a X icon, which you can select to remove them.
Description
A button is also available in this window to swap the records listed for Attendees and Regarding in case of mistaken entry.
Once you have entered the necessary details, the following options are available:
Save – This will save the appointment and return you to the Calendar.
Save > Save and View – This will save the appointment and take you to the Appointment Summary.
It is also possible to add an event attended by a specific record by selecting the appointment icon underneath their display picture in the record summary.
If you have any Appointment Templates set up, you will be prompted to choose one to base the appointment on if necessary. Once you have chosen a template, select Next to continue to the new appointment window explained above.