Permissions Required

No specific BestNotes permissions are required.

Managing the Calendar and Appointments

Accessing and Navigating the Calendar

• Access the calendar-oriented view by selecting the Calendar icon from the main menu on the left side of the screen.
• To change the date displayed, utilize the Monthly view or the arrow tools provided.
• The calendar display can be switched between Day, Week, or Month views using the corresponding icons located in the top right corner of the calendar screen.
• It is possible to view and schedule other users' calendars and/or rooms by adding them via the drop-down field.

Scheduling an Appointment

1. Click any time slot on the calendar. This action instantly opens the Add appointment screen.

2. In the Add appointment screen, complete the necessary details:
   • Verify the Date & Time.
   • Select an Appointment type.
   • Add Participants.
   • Verify Planned forms and procedures.
   • Choose the Location.
3. Once selections are satisfactory, click Save to add the appointment to the calendar.

Starting and Checking Into the Appointment

To initiate a scheduled appointment:

1. Select the appointment on the calendar.

2. Utilize the Start and Check-In buttons located at the top of the Edit appointment screen.
   • Upon starting the appointment, any planned forms associated with the appointment will automatically open.