Creating an Appointment

Levi LaClair
Levi LaClair
  • Updated

  • Navigate 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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