Activate the automatic reminder next to the date of the appointment to be reminded of the appointment. The settings applies to all participants (Bp Event users).

1. Click on the  Reminder icon next to the appointment date.
2. Select the lead time before the start of the appointment from the picklist.
3. At the specified time, a short message will appear in the taskbar at the bottom of the screen. It is not actionable and will disappear again after a few seconds.
   Note: Go to the  Options tab and select  Settings to enable/disable desktop notifications.
4.  Save your input by clicking on the icon in the top left-hand corner of the input window.

Each appoinment must be linked to at least one Bp Event user. Other Bp Event users as well as staff without access to Bp Event or external participants can be added on the  Participants tab.

1. The user creating the appointment is pre-assigned as Owner by default, but can be replaced manually.
2. Enter participants who are themselves Bp Event users by clicking on  Add in the toolbar of the Users list.
3. Participants who do not themselves have access to Bp Event are added to the list of Participants by clicking  Add. This will take you to the account search. Enter your search criteria and select the accounts you want.
4. Add invitees who are not included in your database in the  External participants textfield.
5. The setting Open registration allows for all Bp Event users to add their names to the list of participants.

Request confirmation of the proposed date and times from all participants.

1. Send an invitation to all selected Users (staff with access to Bp Event) by clicking in the  Internal Message icon directly above the input window. When you save the appointment, you will also be automatically prompted to send an internal message.
2. Send an email invitation to all selected Participants (customers, suppliers) by clicking in the  Mail icon directly above the input window.
3. Send email invitation to  External participants by goint to the  Mail tab of the appointment and copy/pasting their email address into the list of recipients (Writing an email).

Invitees can confirm or cancel their attendance either in the  Info Center calendar or directly in the appointment request.

1. Go to th Calendar and right-click the appointment to open a drop-down list of options.
   1. Confirm by selecting  Confirm attendance.
   2. If you are not sure yet, select  Attendance pending and enter a short explanatory text if necessary.
   3. To reject an invitation, select  Cancel attendance and enter a short explanation if necessary.
2. The appointment is also linked to the internal confirmation request and can be confirmed or cancelled by using the drop-down list.
3. The appointment is also linked to the email confirmation request and can be confirmed or cancelled by using the drop-down list.

If you have the authorisation to do so, you can also make changes to the appointment itself. The record owner can assign Change permission to other users in the respective field in the upper right-hand corner of the input window.

1. Open the appointment by right-clicking it in the Info Centre calendar..
2. Enter new values in the date or in the time field.
3.  Save your input by clicking on the icon in the top left-hand corner of the input window.
4. Alternatively, drag-and-drop the appointment to a new day or time in the calendar view or the timeline view of the Info Centre calendar.
5. Notify all participants of the changes when prompted to do so, unless the changes do not affect them.

Note: Make sure to inform all participants explicitly of the changed dates/times, as previously entered confirmations of attendance will not be automatically reset. You will be prompted to send an internal message on saving and closing the appointment.

Some appointments recur at regular intervals. Once you have created one of these appointments in detail with participants, documents, activities and descriptions, copy your defaults to the subsequent appointments.

1. Open the  appointment you want.
2. In the top left-hand corner of the input window, click on the dropdown triangle next to  Save and select  Save and copy from the drop-down list.
3. Enter a New date to make only a single copy.
4. Alternatively, select  Multiple copies for a series of identical appointments.
   a) Dates:
   Define start and end dates to limit the time period your appointment will be copied to.
   Select specific weekdays to copy the appointment to these days only. Tick Holidays to copy to public holidays only or Working days only to exclude public holidays altogether.
   Example: The heads of departments meet every Monday (except on public holidays).
   Enter repeat meetings at regular intervals by selecting "every x Days/Weeks/Months/Years". Additional options will appear for months and years (every 1st Tuesday of the month, on the 3rd Monday in January...)
   Example: The team meeting takes place every alternate month, always on the last weekday of the month.
   b)List of dates:
    Add individual days to the series in the middle column.
   Example: The Executive Board meetings have been set for Jul 24, Aug 26, Sep 21.
5. Check your list of days in the right-hand Preview and  Remove individual days if necessary.
6. Set a participant status as required.
7. Click on Copy to confirm your input.

Templates make it easier for you to create new appointments, because much of the input is already prefilled.

1. Click on  Home >  Appointments >  New from template to open a list of available templates.
2. Click on  Add in the toolbar.
3. Create an appointment with all the necessary mandatory fields. The appointment date will be replaced every time an appointment is created from this template.
4. Other details such as  participants,  Documents etc. are also copied when the template is applied.
5. Enter a speaking Subject line, which will serve a s the name of this template.
6.  Save your input by clicking on the icon in the top left-hand corner of the input window.

If an appointment is created from within another record, the two are automatically linked. Some records can, however, also be linked up at a later stage.

1. Click on Link to record in the toolbar, then search for and select an Event.
2. You can also link the appointment to a Project.
3. On the General tab of the appointment, you can enter an  Account which will serve as address for this appointment
4. In the General  Info Centre calendar, right-clicking the  Appointment will give you options to open both the linked  Event as well as the linked  Account directly.