Calendar

Create appointment

To create a calendar appoint you need to navigate to the Calendar module, then choose APPOINTMENT > CREATE.

When creating an 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: