How to Book Participant Appointments

1. Locate the Time Slot 
 
 Select the  Appointments  tab at the top of the screen. 
 Use the  Calendar  on the left-hand side to navigate to the desired date. 
 Click the  Green Plus Sign (+)  in the specific time slot you wish to book. 
 
 2. Select the Participant 
 When the  Select Person  dialog box appears, you have two options: 
 Option A: Search for an Existing Contact 
 
 On the left side of the box, type the participant's name (or the first few letters). 
 Once the correct name appears in the list, click to  select it . 
 Verify the contact information displayed on the right-hand side. 
 Press  OK  to finalize the appointment. 
 
 Option B: Create a New Contact 
 If the participant is not found in the search: 
 
 Enter their  First Name ,  Last Name , and  Email Address  in the fields on the left. 
 Click the green  Add  button. 
 Press  OK  to create the contact and then  OK  to book the appointment 
 
 
 Pro-Tips for Scheduling 
 
 
 Partial Searches :  You don't need the full name; typing just the last name or part of the last name often helps find participants more quickly. 
 
 Verification :  Always double-check the email address on the right-hand side before clicking OK to ensure confirmation emails are sent to the right person.