teambox

How can I create a new appointment?

General information

  • You can choose to view the calendar entries based on a “Week view” or “Month view”
  • You can filter for / display / hide specific appointments by using the filter options at the top:

Custom “Admin” calendar settings

  1. Go to “Admin” > “Settings” > “Calendar”
    => Here you can define/change calendar categories, colours and resources

Steps

  1. In the main menu, click “Calendar”
    => The calendar is displayed in week view
  2. Either use the arrows at the top ( ) to flick through the weeks or click the calendar icon next to the arrows to select a specific date
    => The relevant week is displayed
  3. Click on the small ‘plus’ icon in any of the three week sections (i.e. “Morning” for events between 8 a.m. and 12 noon, “Afternoon” for anything between 12 noon to 6 p.m. or “Day” for whole-day events) to create a new calendar event OR click the green ‘plus’ icon in the top-right corner
    => The “Appointment” window pops up, the fields “Date” and “Time” are preset to the selected date and time period (but can be changed freely)
  4. Enter an “Event title”
  5. You can select “Private” to block the appointment in the calendar while keeping others from reading the details of the event
  6. You can enter a location at “City/town” (this will automatically turn the appointment into an external event)
  7. You can adjust how frequently this event should occur by clicking “change” next to “Repeat”
  8. You can add a “URL” and a “Short description” for this appointment
  9. Optionally, you can enter participants’ names in “External participants” if you want to record their attendance without notifying them
  10. You may choose the nature of the appointment from the drop-down “Category”
    HINT: based on your “Admin” setup, the appointment will be displayed in a different colour depending on your selection – find out more below
  11. You can link the appointment with a job selected at “Job”
    HINT: your appointment will be displayed in your job (in “Jobs”)
  12. You can also choose a specific “Resource” from the last field (e.g. the meeting room of your choice)
    HINT: after saving this appointment, the resource will be blocked (i.e. each resource can only be booked once within the same / an overlapping time period); you can define your resources in your “Admin” setup – find out more below
  13. At the bottom of the window, click “Save”
    => The appointment has been created and is now displayed in the calendar