You can easily schedule a personal appointment from the Calendar page. The Add Appointment dialog box gathers all the information for the appointment—the date and time; the description; and attendees.
When scheduling appointments; you can set an alarm in advance of the appointment; mark yourself out of the Peg Board; and set the priority.
- In the Calendar module; select the day for the appointment.
- Click + New.
– or –
Double-click the date during which you want to create the appointment.
– or –
Right-click and select Add Appointment.
The Add Appointment dialog box opens.
- Specify the details of the appointment.
- If necessary; select the Attendees icon and add other Maximizer users or Contact List entries to the appointment.
- Search for Contact List entries and users in the search field; or click ADVANCED for additional search options.
- Click SCHEDULING to view free time slots for all attendees of the appointment.
- Select Notify other users to notify other attendees of the appointment and prompt them to select a response when they next open Maximizer.
- Select Include Contact List Entries in email reminder to send an email reminder to all attendees prior to the appointment.
- Click Save.
Depending on your Calendar/Hotlist preferences and the details of the appointment; you may be prompted to send an email message to other people included in the appointment.
- If necessary; customize the email notification; and click Send.
You can also add an appointment onto an Contact List entry.