Click in the time field that you wish to create the new appointment in, and then click the New Appointment button in the Top Toolbar. A window called New Appointment will appear. Enter the following details to create the appointment:
- Subject: The subject for the appointment
- Location: Where the appointment is going to be held
- All Day Event: If the appointment is not at a specific time or is for the full time you can use the All Day Event Flag. The diary will then display it at the top of the diary window
- Date: The date of the appointment. In the case that it is a recurring appointment, this is when the recurrences start.
- Start: If it is not an all day appointment it is the time of day the appointment starts
- Finish: If it is not an all day appointment it is the time of day the appointment finishes
Details Tab
Other section:
- Type: Select the type of appointment. Eg Conference, Meeting, Court Date etc. When displayed in the diary different types of appointments will be coloured differently depending on the type.
- Reminder: Select this if you want SILQ to remind you that the appointment is due to occur, then select when you would like to be reminded in the “Before Start” drop down menu.
Matter Section:
- Category: Select the category from the drop down menu. If you select Billable, you can select the matter that the appointment belongs to by clicking on the button to the right-hand side of the Matter field and choosing the matter from the Select Matter window that opens up. This diary entry can then be used to create a time entry from a diary appointment.
- Matter: If the appointment category is Billable, then you can select which matter it belongs to. This means that if you use the Create Time Entries from Diary feature it will automatically know what matter it belongs to and pre-calculate the amounts for you.
- Comment: Enter any additional comments that you want about the appointment.
Recurrence Pattern Tab
This section can be used for regularly occurring meetings. Recurrences can occur Daily, Weekly, Monthly or Yearly. Select the one you want and then set the pattern details exactly how it will recur using the options available. Selecting Once Only means it is not a recurring appointment.
Once you have filled in all the relevant fields, to create your appointment, click on the Save button.