HOW TO ADD A CALENDAR APPOINTMENT

 

  1. To add a calendar appointment, click the Add Appointment button from within the calendar.
  2. Enter in the necessary information regarding the calendar event.  You will also be able to link a client and/or case to the appointment at this time. Click Save.
  3. If there is a client or case linked to a calendar event, you will be able to see the event from the reminders tab of the respective client and/or case.