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].

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.

• Client - The client assigned to this appointment. If set a email and text notification may be sent to the client depending on the Reason for visit settings.

• 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.

• Appointment Location - Defaults to Reason for visit settings. In-Person, Telephone, or Video.

• Time Zone - Timezone being used for the appointment. Defaults to organization timezone.

• Start date - Defaults to date that was clicked when creating the appointment.

• Start time - Defaults to the start time clicked when creating the appointment.
• End time - Defaults to the end time clicked when creating the appointment.

• Repeat -

• Notes -