Differences

This shows you the differences between two versions of the page.

--- calendar:appointment:create [2026/04/22 00:38] – created architect
+++ calendar:appointment:create [2026/04/22 23:44] (current) – [Field Reference] architect
@@ Line 1: / Line 1: @@
 ====== Creating an Appointment ======
-To create a new appointment, go to the calendar page by clicking the calendar button on the menu on the left side or by clicking [CTRL+1].
+=====Navigation=====
+Click the calendar button on the menu on the left-hand navigation menu or by use the keyboard shortcut [CTRL+1].
 {{ :calendar:menu_calendar_focus.png?nolink&600 |}}\\
-To set the start time and end time click and drag on the calendar. This will display a dialog on the right side of your system.
-{{ :calendar:appointment:calendar_appointment_click_create.png?nolink&500 |}}
-===Fields===
+=====Creating the Appointment=====
+  * Step 1: To initiate a new appointment, click and drag your cursor over the desired time slot on the calendar grid. This action defines the initial start and end time and triggers the Appointment Configuration dialog.
+{{ :calendar:appointment:calendar_appointment_click_create.png?nolink&500 |}}
+  * Step 2: Fill out the appointment details in the dialog.
+  * Step 3: Click **Save**.
+=====Field Reference=====
+===Client===
+The client assigned to this appointment. If set a email and text notification may be sent to the client depending on the [[calendar:reason_for_visit:edit|Reason for visit]] settings. The dropdown is populated by your client list.
 {{ :calendar:appointment:calendar_appointment_client.png?nolink&400 |}}
-  * Client - The client assigned to this appointment. If set a email and text notification may be sent to the client depending on the [[calendar:reason_for_visit:edit|Reason for visit]] settings.
+===Reason for visit (Required)===
+Determines the duration of the appointment, the default appointment location, and the content of the confirmation/reminders sent. If the duration does not match the selected start and end time it will ask you if you want to overwrite the reason for visit duration.
 {{ :calendar:appointment:calendar_appointment_rfv.png?nolink&400 |}}
-  * **Reason for visit** - Determines the duration of the appointment, the default appointment location, and the content of the confirmation/reminders sent. If the duration does not match the selected start and end time it will ask you if you want to overwrite the reason for visit duration.
-  * **Calendar** - Defines which calendar the appointment will be assigned to. Defaults to the calendar that was clicked when creating the appointment.
+===Calendar (Required)===
+Defines which calendar the appointment will be assigned to. Defaults to the calendar that was clicked when creating the appointment.
 {{ :calendar:appointment:calendar_appointment_calendar.png?nolink&400 |}}
-  * **Appointment Location** - Defaults to Reason for visit settings. In-Person, Telephone, or Video.
+===Appointment Location (Required)===
+Defaults to Reason for visit settings. In-Person, Telephone, or Video.
 {{ :calendar:appointment:calendar_appointment_location.png?nolink&400 |}}
-  * Time Zone - Timezone being used for the appointment. Defaults to organization timezone.
+===Time Zone===
+Timezone being used for the appointment. Defaults to organization timezone.
 {{ :calendar:appointment:calendar_appointment_timezone.png?nolink&400 |}}
-  * Start date - Defaults to date that was clicked when creating the appointment.
+===Start date===
+Defaults to date that was clicked when creating the appointment.
 {{ :calendar:appointment:calendar_appointment_date.png?nolink&400 |}}
-  * Start time - Defaults to the start time clicked when creating the appointment.
+===Start time===
-  * End time - Defaults to the end time clicked when creating the appointment.
+Defaults to the start time clicked when creating the appointment.
 {{ :calendar:appointment:calendar_appointment_start_time.png?nolink&300 |}}
+===End time===
+Defaults to the end time clicked when creating the appointment.
 {{ :calendar:appointment:calendar_appointment_end_time.png?nolink&300 |}}\\
-  * Repeat -
+===Repeat===
 {{ :calendar:appointment:calendar_appointment_repeat.png?nolink&400 |}}
-  * Notes -
+===Notes===
 {{ :calendar:appointment:calendar_appointment_notes.png?nolink&400 |}}
+=====Actions=====
+**Save**: Creates the appointment and closes the dialog.
+**Cancel**: Discards all information and closes the dialog.