Creating an appointment

You can schedule meetings and appointments from any view except Options. You can schedule an appointment for yourself, or you can schedule a meeting and invite attendees.

Scheduling a single meeting from the Appointment page

  1. In any view except Options, from the toolbar click the arrow on and select Appointment.

  2. For other ways to start an appointment click here.

  1. Enter the Subject. The subject is required. The subject becomes the description in the calendar.

  2. Enter a location. You can enter any location. Locations that have been created as resource accounts by your system administrator can be reserved. If you know the name of the location enter it in the Location field. If you do not, go to the Find Location tab to search for the location. When you select it, the location appears in this field.

  3. Set the meeting date and time. Enter the Start date or click the down arrow to display a calendar and pick a date. Select the End date.

  1. Note: If the time zone is displayed (Options>Calendar), it reflects the time zone that you are in. You usually do not need to change this. When you schedule meetings with attendees in different time zones, the invitation is sent reflecting the meeting time in their time zone. For example, if you create a meeting with attendees in California and New York, the invitation displays Pacific time for attendees in California and Eastern time (three hours later) for attendees in New York.

  1. If you have multiple calendars, from the Calendar drop down, select which calendar is setting up the event.

  2. Add resources. If you know the name of the resource, enter it in the Resource field, If you do not, go to the Find Resources tab to search for available resources.

  3. Enter the names of the attendees. You can enter attendee names in any of the following ways:

  4. Use the Text field to add additional information to include in the email. To add attachments, click Add Attachments on the tool bar.

  5. Click Save. An email invitation is sent to all attendees and the appointment is displayed in their calendars.

If you are adding an appointment to a shared calendar, you may need to refresh the screen to see the appointment.