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To create a calendar appoint you need to navigate to the calendar module, then choose Appointment and then Create. APPOINTMENT/CREATE.
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When creating an appointment you’ll need to give the appointment a title, start date and start time and end time. You’ll also be able to add additional participants and different appointment types.
If you choose to check the box Send mail, Microbizz will send a notification by email to the other participants to inform them of the new appointment you’ve created. It will then also be visible in their Microbizz Calendar.
Image Removedyou can add the following information:
- Field 1: Explanation
- Field 2: Explanation
- Field 3: Explanation
- Field 4: Explanation
- Field 5: Explanation
See other participants availability
When you have selected a list of participants, the system will show their calendar at the bottom of the screen to see if the meeting will conflict with existing planning
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Booking resources to your appointment
When creating or editing appointments it is also possible to book resources. To learn more about resources, please see the following page: 2020-09-04_09-59-18_Resources
Resources will be shown when creating the appointment and when a resource is selected Microbizz will prompt the user, if the resource is already booked at the chosen date and time. This ensures that a resource is not double booked and lets the user choose another resource or simply find another date where the resource is available.
Repetitive calendar appointments
It is possible to make a repetitive calendar appointment e.g. a meeting every Monday morning. Here you’ll need to specify in the Repeat field if it’s an ad-hoc appointment or repetitive e.g. Weekly. Then you’ll be asked to choose between additional info so that Microbizz can create the sequence of appointments.
Exchange integration
You can set up the calendar module with a exchange integration, this funktion will giv
