How to Book Participant Appointments

1.Step 1: Locate the Time Slot

• 1. Select the Appointments tab at the top of the screen.
  2. Use the Calendarcalendar on the left-hand sideleft to navigate to the desired date.
  3. Click the Greengreen Plusplus Signsign (+) in the specific time slot youyou'd wishlike to book.

---

2.Step 2: Select the Participant

WhenThe the Select Person dialog boxwill appears,open. youYou have two options:

Option A: Search for an Existingexisting Contactcontact

1. On the left side of the box, typeType the participant's name (or the first few letters). in the search field on the left.
2. OnceSelect the correct name appears in the list, click to selectonce it. appears.
3. Verify the contact information displayedshown on the right-hand side.right.
4. PressClick OK to finalize the appointment.

Option B: Create a Newnew Contactcontact

If the participant isisn't not found in the search:found:

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

---

Pro-Pro Tips for Scheduling

• Partial Searchessearches work:: You don't need the full name;name — typing just the last name (or part of the last nameit) often helps findfinds participants more quickly.

  faster.
• VerificationVerify before confirming:: Always double-check the email address on the right-hand sideright before clicking OK, to ensuremake sure confirmation emails are sentgo to the right person.