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To create a calendar appoint you need to navigate to the calendar Calendar module, then choose Appointment and then Create. APPOINTMENT > CREATE.
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.
appointment you can add the following information:
- Appointment title: The title of the appointment
- Company: Choose a company to attach the appointment to
- Unit: The unit of the appointment
- Attach to project: Choose a project to attach the appointment to
- Here: If left unchecked, you may indicate where the appointment takes place
- Person: Attach a person to the appointment
- Note: Write a note for the appointment
- Start date: Choose a start date for the appointment
- End date: Choose an end date for the appointment
- Start time: Choose a start time for the appointment
- End time: Choose an end time for the appointment
- Appointment type: Choose between "Standard" or any other appointment types you might have created.
- Repeat: Choose how often the appointment should repeat
- Handle public holidays: Choose how to handle the appointment on public holidays:
- Allow holidays
- Exclude holidays
- Skip to next working day
- Follow up?: If checked, it will give the option of adding a form that has to be completed once the appointment is finished
- Private appointment: If checked, the appointment will be hidden from others. They will only be able to see the duration of the meeting
- Send mail: If checked, send the appointment through email
- Participants: Choose as many users that you want to participate
- Resources: Choose one of the resources you might have created. For more on this, please refer to this section
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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