Creating an Appointment

  • Go to Appointments -> Calendar and click “Create New Appointment”
  • In the Appointment Type drop-down select “Training”
  • You’ll see that the Form Policy field will appear with the pre-selected “Standard Training Appointment Form” option. This is a default appointment template that you can customize (see Article "Appointment Form Customization" for more details)

  • If Training is the only appointment type you will ever be creating you can set it as the default option in Appointment settings under Configuration -> Company -> Appointments -> Default Appointment Type setting at the very bottom (this was already done in your test account).
  • Fill out all required fields and click Save. The appointment viewer will automatically open.
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