Common Questions & Answers

Adding appointments to your calendar is quick and easy. You can add appointments in the Lobby or while in the conference room.

In the Lobby:

1. Click anywhere on the calendar on the left.
2. The calendar will pop up larger. Click on the date for the appointment.
3. Fill in the Add Event information.
   
   
   
   
4. Assign the event to a client's file.
5. You also have the option to add notes in the textbox provided.
6. Click Add to save the meeting.
   
   Note: You can click on the bar toggle in the top left hand corner of the calendar to switch between the calendar view and list view of your upcoming meetings.

In an opened folder / conference room:

1. Click on the Calendar tab on the right side of the screen.
2. Click on the date for the appointment.
3. Fill in the Add Event information.
4. Click the Add button to save.