Create appointments

1. In the Open Activities section of the record, click New Appointment.
2. Complete the fields on this page as needed.

   Field	Description
   Calendar Details
   Assigned To	This is the owner of the appointment. The user who created the appointment displays by default. To assign a different user as the owner, find and select that user. After you save the appointment, it displays on the owner's calendar. All email notifications sent to invitees come from the owner.
   Subject	Enter a brief but detailed description of the appointment. This text displays on each invitee's calendar when they accept the meeting request. You can enter your own description or select from a list of previously defined subjects.
   Type	Select the type of appointment.
   Start and End	Enter the date and time of the appointment. The time fields are unavailable if the All Day Appointment checkbox is selected.
   Related To	If the appointment is related to a particular record, find and select the record. The appointment displays on that record's Open Activities section. If the appointment is not related to a record, leave this field blank. Creating an appointment from the Open Activities section of a record displays the name of the associated record by default.
   Name	If you also want to associate the appointment with a contact, find and select the contact. The appointment is added to the Open Activities section of the contact record. Click Add to Invitees to invite this contact to the appointment.
   Private	Select this checkbox if you do not want other users to see the details of this appointment.
   All Day Appointment	Select this option to schedule an appointment to last all day. All invitees show as busy for the entire day on the calendar.
   Other Information
   Location	Enter the location of the appointment.
   Show Time As	Select how you want the blocked time to display on the calendar.
   Description Information
   Description	Enter a description of the appointment.
   Reminder
   Reminder	Select how far in advance to be reminded of the appointment.
   Attachments
   Attachments	Click Attach File to attach a document to the appointment. All individuals invited to the appointment receive the attachment as part of the meeting request.
   Invite Others
   Invite Others	Click Add Invitees to add other users and contacts to the appointment. Invitees are emailed an invitation to the meeting. For more information, see Salesforce Help.

   The required fields display a red indicator. These fields need to be complete before you can save the record.

3. Do one of the following:

   • Click Save & Send Update if you are inviting other people and want to send them an invitation.
   • Click Save to save your changes and return to the record you created the appointment from. An invitation is not sent to any invitees.
   • Click Save & New Task to save your changes and create a new task. This option is only available if you are not adding any invitees.
   • Click Save & New Appointment to save your changes and create another appointment. This option is only available if you are not adding any invitees.
   • Click Cancel to discard your changes without saving.

Appointments that include invited contacts are identified with an icon (). For more information on calendar appointments, see Salesforce Help.

1. In the Activity section of the record, click New Appointment.
2. Complete the fields on this page as needed.

   Field	Description
   Subject	Enter a brief but detailed description of the appointment. This text displays on each invitee's calendar when they accept the meeting request. You can enter your own description or select from a list of previously defined subjects.
   Type	Select the type of appointment.
   Start and End	Enter the date and time of the appointment. The time fields are unavailable if All Day Appointment is selected.
   Related To	If the appointment is related to a particular record, find and select the record. The appointment displays on that record's Open Activities section. If the appointment is not related to a record, leave this field blank. Creating an appointment from the Open Activities section of a record displays the name of the associated record by default.
   Name	If you also want to associate the appointment with a contact, find and select the contact. The appointment is added to the Open Activities section of the contact record.
   Location	Enter the location of the appointment.
   Description	Enter a description of the appointment.

   The required fields display a red indicator. These fields need to be complete before you can save the record.

3. Click Save. The appointment displays in the Upcoming & Overdue section of the Activity tab.

4. Click the name of the appointment and then click Edit.

5. Complete the following optional fields as needed.

   Field	Description
   Assigned To	This is the owner of the appointment. The user who created the appointment displays by default. To assign a different user as the owner, find and select that user. After you save the appointment, it displays on the owner's calendar. All email notifications sent to invitees come from the owner.
   Private	Select this checkbox if you do not want other users to see the details of this appointment.
   All Day Appointment	Select this option to schedule an appointment to last all day. All invitees show as busy for the entire day on the calendar.
   Attendees	Click Add Invitees to add other users and contacts to the appointment. Invitees are emailed an invitation to the meeting. For more information, see Salesforce Help.
   Reminder Set	Select how far in advance to be reminded of the appointment.
   Show Time As	Select how you want the blocked time to display on the calendar.

6. Do one of the following:
   • Click Save to save your changes and return to the appointment record.
   • Click Save & New to save your changes and create a new appointment.
   • Click Cancel to discard your changes without saving.