Appointments are a date-specific child record type that can be used to set up and track a case-related event in Case IQ, such as a meeting or interview. Creating an appointment in Case IQ will send an email calendar invite to all attendee email addresses added in the New Appointment form, so they will receive an email in their email calendar client (e.g. Microsoft Outlook and Google Calendar). Any changes made to the email invite in another calendar client will not be reflected in Case IQ. The appointment record must be updated in Case IQ to ensure that details of the event are consistent across all platforms and calendar clients.

If you create or are invited to an appointment, it will be listed on the "My Appointments" section on the Home View (see Case IQ Home View). Appointments will also be displayed in the Calendar page (see Calendar Page).

See the following articles to learn more about appointments:

• Add an appointment.
• View, edit, cancel, and delete an appointment.