Adding appointments and events in Daylite

There are different ways for adding appointments in Daylite.

Creating appointments from the menu

  1. Choose File > New > New Appointment.
  2. Enter the appropriate information. Click Save All.

Dragging to create appointments from calendar views

For the day view

  1. Drag a small area of the day view. A grey bar appears for the chosen time frame and a new appointment window opens.
  2. Enter the appropriate information. Click Save All. Alternatively, simply double-click in the day view to create a new appointment.

For the week view

  1. Drag a small area of the week view. A grey bar appears for the chosen time frame and a new appointment window opens.
  2. Enter the appropriate information. Click Save All. Alternatively, simply double-click in the week view to create a new appointment.

For the month view

  1. Double-click on the day when the appointment is required. A new appointment window opens.
  2. Enter the appropriate information. Click Save All.

Creating appointments in context

Appointments can be created while working in a person, company, project, opportunity, group, task, or note record in Daylite. Appointments created this way are linked to the primary object. Let’s see how to achieve this using the example of a person.

  1. Select an existing person.
  2. In the Detail pane, click the New Linked Object button at the top-right corner and select New Appointment. Daylite opens a slide over for you to create a new appointment.
  3. Enter the details of the appointment and click Done.
  4. Click Back. The appointment is now displayed in the Activity view of the person’s record.

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