How to schedule an appointment

  1. Click Appointments in the sidebar (or open the Calendar and click the date you want).
  2. Click New Appointment.
  3. Enter title, location, start and end times.
  4. Link the contact you’re meeting with.
  5. Optionally link to a project.
  6. Click Save Appointment.

Appointments appear on the Calendar and on the linked contact’s page.

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