You can add an appointment in Case IQ by entering and saving data in a New Appointment form. You can access the New Appointment form in either of the following ways: (1) the “+ Add ” button on a case’s page or (2) the Add Appointment button on a case’s page, under the Activity tab and Appointments sub-tab. 

After loading the New Appointment form, fill in the following form fields:

• Case # field: the “case number” field will be automatically populated when the New Appointment form is loaded.
• Invitees: indicate who you would like to attend the appointment. You may enter a Case IQ user email or any other email address as the recipient. 
  • As you type, Case IQ will generate a dropdown list of user suggestions. You can click one of these suggestions to enter it into the “Invitees” field. 
  • If you are not sending the appointment to a Case IQ user, type in the email address and hit Enter or Return on your keyboard.
• Subject: type in the text that the system should use for the appointment email invitation subject line. The case number associated with the appointment will not be included in the email invitation by default.
• Location: you have the option to indicate where the appointment will take place. Typing in a location can be especially helpful for an in-person meeting.
• Start and End Date: use the date pickers to set the day that the appointment will occur. In the text boxes to the right of the “Start Date” and “End Date” fields, type in a numerical value to indicate the time of the appointment. Then select “AM” or “PM” from the dropdown menus beside the time text boxes. 
  • If you do not need to indicate a specific time for the appointment or if the appointment will take a full business day, click the “All Day” checkbox instead of filling in the time fields.
  • The “Duration” field will calculate how long your appointment will be, based on the “Start Date” and “End Date” values you input.
• Standard Response: you can select a “Standard Response” dropdown option to populate the “Description” text of the New Appointment form with a template. Standard Response templates are created by your System Administrator.
• Description: type in the main text of your appointment email invite to provide the invitees context or details on the appointment. Use the text formatting options as needed. 
• Add Signature button: if you have an email signature set up for your Case IQ user account (see Change Account Settings on Profile Page: Signature), click the Add Signature button to append your email signature text to the end of the “Description”.

When you have finished filling in the form, you can click the Send button to save your appointment in the system and send an email invitation to all invitees. You can also use the “Save and Copy” option in the Options () button menu to quickly add another appointment for the same case. The original appointment record will be sent to all invitees and another New Appointment form will be loaded. All values that you entered in the previous form will be copied over to the current New Appointment form.

After sending an appointment: 

• The appointment will now be displayed on the case's page, under the Appointment sub-tab of the Activity tab.
• The invitees will receive an email invitation with the details of your appointment.
• The appointment will be added to the case calendar for all users and general calendar for the invitees and meeting organizer (see Calendar Page).

Link an Appointment to Another Record

When adding an appointment, you can link it with another record, such as a party, note, or file, for the same case to show a connection. For example, you could link an appointment to one of the case's emails to show that you scheduled the event to follow up on an email conversation. You can link an appointment on the New Appointment form using the following steps:

1. Click the Link () button on the New Appointment form.
2. In the "View all linked records" pop-up, click the Link Records button. 
3. Select a "Record link type" for the link. The link type indicates how these records are related to each other.
   1. Administrators can configure the available record link types in Settings, see Add, Edit, and Delete Record Link Types for details.
4. Select one or more records to which you want to link to the appointment. You can link up to 50 records with the appointment at once.
5. When you have finished choosing the record link type and records, click the Link Records button. 
6. The links will be created after you save the New Appointment form. When the links are available, they will be displayed on the appointment's page, the other record's page, and the case's page under the Links tab. You can now close the "View all linked records" pop-up and continue filling in the New Appointment form.

You can add and edit more links after creating the appointment. Refer to Link a Case's Records for details on editing and deleting record links.