How to Book Participant Appointments

Step 1: Locate the Time Slot

1. Select the Appointments tab at the top of the screen.
2. Use the calendar on the left to navigate to the desired date.
3. Click the green plus sign (+) in the time slot you'd like to book.

Step 2: Select the Participant

The Select Person dialog will open. You have two options:

Option A: Search for an existing contact

1. Type the participant's name (or the first few letters) in the search field on the left.
2. Select the correct name once it appears.
3. Verify the contact information shown on the right.
4. Click OK to finalize the appointment.

Option B: Create a new contact If the participant isn't found:

1. Enter their First Name, Last Name, and Email Address in the fields on the left.
2. Click the green Add button.
3. Click OK to create the contact, then OK again to book the appointment.

Pro Tips for Scheduling

• Partial searches work: You don't need the full name — typing just the last name (or part of it) often finds participants faster.
• Verify before confirming: Always double-check the email address on the right before clicking OK, to make sure confirmation emails go to the right person.