Workshare Support

Creating Calendar Appointments

 

Calendar appointments can be created and managed easily with a click of a button on the Calendar page. You can create appointments, edit them and reschedule them with a ‘click and drag’ in an instant.

 

 

Prerequisites: Authorised Users.

 

 

Instructions

 

 

  1. From the main Dashboard, click the Calendar tab.





  2. You will be directed to the Calendar page.
    (Note: You can choose the view Month, Week or Day by clicking the relevant button in the top right corner.)





  3. To add a new appointment, click on the day you wish to make the appointment on.





  4. Choose if it is an all day event or not in the dropdown menu in the All Day Event field. Choosing No will direct you to provide a start and end time.



  5. Choose if the event ends on the same day or not in the dropdown menu in the Event end on different day field. Clicking Yes will direct you to provide a start and end date.



  6. Give the event an Event Title, fill in the Event Notes, and choose an Event Color.



  7. Click Save.



  8. You should now see the appointment in your calendar.


 

 

 

 

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