Navigation - Calendar - Appointments

Overview

Updated 06/23/2021

Create an Appointment

In the Calendar section of Avionte you create, edit, and view appointments. If you have used appointments in Outlook, you will find that appointments in Avionte are used in much the same manner.

To create an appointment:

1. Click the Calendar menu bar in the Avionté menu panel. The Calendar view appears. In the left panel, the current month appears with the current date highlighted. To the right, the current day is displayed.
   
   
   
   
2. You can switch to a weekly view or monthly view by clicking the Week or Month buttons, and if necessary, use the left/right arrow keys to move ahead or back in time to find the date for the appointment to create.
   
   
3. Double-click the date or time for the appointment. Appointment window appears.
   
   
   
   
4. Enter the Subject of the appointment, and optionally the Location of the appointment.
   
   
5. Set the Start Time and End Times by clicking the respective down arrow and choosing the date from the Calendar picker, and set the times by choosing the time from the drop-down lists. The available times are listed in half hour increments.
   Note: If the appointment is for the entire day, click the All day event checkbox.
   
   
6. In the Action Type drop-down, select the type of action that applies to the appointment.
   
   
7. In the lower area of the window, enter any additional information regarding the appointment in the free text area.
   
   
8. In the Message Link group box:
   
   
   • Select the entity to which to attach from the Attach To drop-down list.
     
     
   • Based on the Attach To selection, select a Search Type, then in the Search Text box, enter a full or partial value to search on and press Enter to display results in the Search Result field.
     
     
9. The Attached To group box displays a list of the entities to which the appointment has been attached. If you wish to remove the appointment as an attachment from an entity, right-click the entity and choose Remove Link.
   Note: The originator of the appointment will always remain attached to the appointment.
   
   
10. When finished setting up the appointment, click Save & Close.

 

 

 

Spell check

The Spell Check option allows you to perform a spelling check on any text entered in the large text box at the bottom of the Appointment window. Once you have entered text, click the SpellCheck button. Any errors found will appear in the Spelling window as shown below. Correct any misspellings as necessary.

Recurring Appointments

Once an appointment has recurrence set up on it, you can update all occurrences of that appointment at the same time, or you can edit or delete just a single occurrence.

Set Up a Recurring Appointment

Appointments can be set to recur for a particular defined interval, just as in Outlook, once the previous appointment has passed.

 

1. To set up a recurring interval for the appointment, click the Recurrence button found in the upper portion of the Appointment window.
   
   
2. Define the Recurrence pattern (meaning the frequency of the recurrence). Select from the following options, then set the recurrence options based on your selection.
   
   
   • Daily
   • Weekly
   • Monthly
   • Yearly
     
     
3. In the lower portion of this window, you set the range of recurrence. Click the Start drop-down list to select the day to start range of recurrence from a calendar picker.
   
   
4. From the options to the right, select from the following:
   
   
   • No End Date: Recurrence does not end based on an end date.
     
     
   • End After: Appointment recurrence ends after the amount of recurrences you enter here.
     
     
   • End By: Appointment recurrence ends based on the date you select from the calendar picker.
     
     
5. Click OK when finished setting up the appointment recurrence.

Remove a Recurrence

If you decide to remove recurrence from an appointment:

1. Open the appointment.
   
   
2. Click the Recurrence button.
   
   
3. Then click the Remove Recurrence button.
   
   

Edit an Occurrence

You can update or delete a single occurrence of a recurring appointment.

1. In the Calendar, find the date and time of the appointment and double-click the appointment. As long as the appointment was set up as a recurring appointment, the Open Recurring Item window appears.
   
   
2. Click the Open this occurence option. The Appointment window appears.
   
   
3. To update the appointment, make changes to the appointment, then click the Save & Close button.
   
   
4. To delete this appointment, click the Delete button. You will be prompted again to indicate whether to delete just the occurrence or the entire series. Select Delete this occurence.

Edit a Series of Recurring Appointments

You can update or delete the entire series of appointment occurrences.

1. In the Calendar, find the date and time of the appointment and double-click the appointment. As long as the appointment was set up as a recurring appointment, the Open Recurring Item window appears.
   
   
2. Click the Open the series option. The Appointment window appears.
   
   
3. To update the series of appointments, make the changes in the window, then click the Save & Close button.
   
   
4. To delete this appointment series, click the Delete button. You will be prompted again to indicate whether to delete just the occurrence or the entire series. Select Delete the series.

Back to Top