Help Center

Creating an Appointment

You can create and manage appointments using the calendar in Actionstep Practice Management. 

 

To do this:

  1. In Practice Management, click the global Create button and choose Appointment. The Create New Appointment window appears.

    TIP:  You can also create a new appointment by going to Calendar > Today and clicking Create new event. You can also click on an area in the calendar where you want the appointment to be scheduled.

  2. On the Create Appointment window, choose from the following options on the Event tab:
    • Title: Enter the appointment name.
    • Status: Choose whether the appointment is Confirmed or Tentative. 
    • From / To: Enter the date(s) the appointment will take place, and select if the appointment will be All Day.
    • Calendar: Choose the calendar where you want the event recorded and then specify whether it should be Private (only attendees can view the appointment). 
    • Color: Optionally, select a color to help you distinguish between appointments. 
    • Location: Enter the location.
    • Description: Provide a description of the appointment. 
    • Add reminder: If you want an email, SMS (available only in some regions), or pop-up reminder of the appointment, select this checkbox, and then make any additional selections. 
  3. Optionally, click the Matter tab and select the matter you want associated with the appointment. Then complete any additional information. 
  4. Optionally, click the Attendees tab and select the people who should participate in the meeting. Then complete any additional information. 
  5. Optionally, click the Recurrence tab and choose your options for repeating this appointment. 
  6. When you're finished making changes, click Create Appointment.

NOTES: 
• To edit an appointment, click on the appointment on your calendar and make your changes. To delete the appointment, click Delete in the bottom left corner of the Edit Appointment window.
• To copy the appointment to a different calendar, go to Calendar > Appointments > Appointments List. Select the checkbox for the appointment you need to move, click the Move drop-down list, and choose the new calendar.

TIP:  If you are editing an appointment that can result in a timesheet entry, click Create time entry at the top of the Edit Appointment window and complete the required information. See Creating a Time Entry for information about this process.

Additional Resources:

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