Requirements: administrator or editor role (with the Viewer role you can only create appointments assigned to yourself, see section 5).
- Tap “New appointment”, at the top right of the Calendar screen.
- Choose the employee the appointment is assigned to, in the “Select an employee” dropdown.
- Choose the date with the calendar picker.
- Once you have an employee and a date, the “Available slots” section (empty until then, with the notice “Choose an employee to see their available slots”) fills in with that employee’s actually free times that day — calculated per section 4. Choose one.
- Type a title (for example, “Downtown apartment visit”).
- Type the appointment type (for example, “visit” or “call”).
- Add internal notes if you want — this field is optional.
- Tap “Create appointment” (or “Cancel” to discard the form without saving anything).
Result: the appointment is left in Scheduled status, with Manual source, visible in the table and in the Week view.
Warning — Overlapping appointments aren’t allowed
It’s not possible to create two overlapping appointments for the same employee: the available-slots dropdown only lets you choose among times that are truly free for that employee and that date.