Support Center

How to Add an Appointment

Last Updated: Jun 28, 2017 03:18PM NZST

Step 1:
Click the blue “add appointment” button.

Once you click the “add appointment” button a pop up box will appear.

Step 2:
Add the content to your appointment, such as, the title or the name of your appointment, people involved, time, location, and any other details that may apply to the appointment. The text boxes that have a red asterisk next to them have to be entered for the appointment to be created.  

Step 3:
Click on the “select options” tab, a drop down box will appear with a selection of people who may be involved in the project. You may choose as many or as little people to be involved as you like.

Step 4:
When you click on the date, there is a calendar view that pops up, click on the appropriate date you wish to hold the appointment.

Once the date is chosen you are able to select the time.

By clicking on the time tab, you will see a selection of numbers appear, choose the correct time - and don’t forget to change the AM and PM accordingly.

Repeat these to select the end time for your appointment.

Step 4:
Click "save" at the bottom of the page. Once you create your appointment you will be taken to the calendar view.

Here you will see your appointments and follow ups in a monthly calendar view.

While in the calendar mode you can add more appointments, at the top right corner you will see the same “add appointments” tab. Click on this and it will take you through the same process as the dashboard.


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