Creating an appointment may include scheduling internal and external meetings, project meetings, or personal appointments, such as a doctor's visit.

When you create an appointment, you set the date and time, and then, if necessary, add resources, such as a meeting room or a projector. Creating an appointment also blocks the time on your calendar so that others can see when you are not available.

You can also use the appointments pages to edit appointments, add categories to an appointment, or attach documents that you want users to review before a meeting.

The following topics apply to creating or editing appointments:

•Creating or Editing an Appointment Manually: If you use this option, you must wait for individual attendees to accept or decline the meeting invitation. You can also use this option to block time for personal appointments, such as a doctor's visit or your vacation so that users can easily see when you are not available.

•Using the Appointments Scheduler: Use the scheduler to check the calendar of each attendee to find an appointment date and time that fits all of the attendees schedules.

You can also schedule appointments that relate to a project. See Adding Appointments to Projects.

Using a Wizard

Your system administrator may provide one or more wizards to help you create new appointments using a guided, step-by-step process. A wizard may be one of the available options or the only option. If you click New and a wizard opens, complete the required fields on each page, and then click Next to progress to the end of the wizard. When you click Finish at the end of the wizard, the record is available in the list view.

Note: Your company may only allow you to create an account using a wizard, so the option to create an account manually may not be available.