Adding a general appointment

Verity Stanford-Tuck
Verity Stanford-Tuck
  • Updated

The video and steps below outline how to add a general appointment to the diary.

  1. Click Diary on the main homebar
  2. From Choose View, click the correct diary view and find the column with the initials of the person for whom you want to book the appointment
    • If the appointment is for yourself, click My Diary
    • If the appointment is for someone else, click My Office
  3. Toggle between Day, Week, Month or Agenda as required
  4. Click the start time in the relevant days column, or, click and drag the relevant times. This opens the New Event window
  5. Click the relevant Event Type
  6. Complete all of the relevant information, including the Appointment Details and Event Details


    • If you don’t want others to see the content of the appointment, tick Is Private in Appointment Details. If anyone tries to open it, they'll receive the message This appointment is private and can only be viewed and edited by attendees of the appointment
    • If you tick Record Locked in Appointment Details, this means that others can view the appointment but not make changes. The lock can only be removed by the record owner

    1. In Appointment Details, change the Record Owner if required by selecting another name from the dropdown menu
    2. In the Choose Property (Optional) section, you can select a particular Property Address for the appointment. Type the address in the search field and click Select to automatically pull it into the appointment record. The same process applies for adding a person in the Choose Person (Optional) section
  7. Once finished, click Save and the appointment will be populated into your diary

Related articles: 

Book a recurring diary appointment