Set Appointments

Open the contact for whom you want to setup an appointment. The appointment will be linked to the client.

Next, click on Set Appointment from the side menu to add an appointment to the Berthel One calendar.

1. Title: enter text in the field to identify the appointment. This is the text will show below the time on the calendar (see below)
2. For: use the drop down selector to choose the person to whom the appointment should be assigned. You will have access to assign appointments based on the permissions available to you in the contact manager.
3. Date/Start Time/End Time: choose the appointment details here.
4. Reminder: use the selector to choose when you want to be reminded about the appointment. You will receive a post-it alert based on this choice.
5. Reminder Email: Check this box to also receive an email reminder in advance of the appointment.
6. Description: Enter any additional information that you want to show for the appointment