Add appointments and schedule items to the staff calendar

Add Outlook appointments, Outlook tasks, and other schedule items to the staff calendar in Practice CS.
  1. Go to
    View
    Staff Calendar
    .
  2. Right-click the timeline and do one of the following:
    • To add an Outlook item, select
      New Outlook Appointment
      or
      New Outlook Task
      . In the window that opens, enter the scheduling information and select
      Save & Close
      .
      note
      You can only add Outlook appointments and tasks to your own calendar in Practice CS. If you need to add one for another staff member, add it directly in Outlook instead. If they have permission to view other staff members' calendars, they'll be able to find it in their Practice CS staff calendar.
    • To add a schedule item, select
      Add
      from the context menu, then select the schedule item you want to add:
      Scheduled Phone Call
      ,
      Scheduled Benefit
      ,
      Meeting
      , or
      CPE Course
      . In the window that opens, enter the schedule item information and select
      OK
      .