Managing Appointments

Learn how to manage appointments.

You can add appointments from the following areas:

• The calendar, see Calendar
• In the resource view, see Adding, Editing and Deleting Appointments
• In the daily overview (only activities), see Buttons in the Daily Overview Level.
• In the corresponding info areas, see Appointment Types
• You can check for collisions between activities when adding new ones, see Overlapping Appointments

  The following options are available for existing appointments:

• You can subsequently add participants to an appointment, see Adding Reps and Resources to an Activity/Task and Adding Customers to an Activity.
• You can send To-Do records to participating reps if they need to confirm their attendance or approve an absence, see To-Dos.
• You can also display reminders for activities and messages concerning refusals or the rescheduling of activities, see Reminders and Messages and To-Do Escalation.
• You can structure tasks as projects including sub-projects, see Structuring Tasks.
• Appointments can be transferred to and from Microsoft Outlook and Lotus Notes, see Transferring Appointments to Microsoft Outlook or Lotus Notes.