As a single item

1. Go to the appropriate matter’s page
2. Click Add a single item and then Create New Appointment
3. Select which user’s calendar to send the appointment to (under the Firm users field)
4. Select the Appointment Type or leave it as Ad hoc
5. Select Choose any time or Choose an available date and time to set the appointment date and time 
6. Leave the send email to contact box checked off OR uncheck it if you do not want to send an email confirmation to the contact
7. Click Create appointment and continue to email when ready to create the appointment 
8. Review the email and edit if needed
9. Click send Email
10. (Optional) Add an Automatic Reminder by choosing from the dropdown menu
11. Click Add Reminder

From a template

1. Go to the appropriate matter’s page
2. Add the relevant workflow template to the matter via the Add a template or email campaign drop-down
3. Click Options and then Schedule Appointment on the matter checklist item
4. Set an appointment date
5. Choose the length of the appointment
6. Select which user’s calendar to send the appointment to
7. Choose to schedule with or without a confirmation email
8. Click Update Appointment when ready to create the appointment
9. Click "Add a reminder" to set a reminder. Also, you can add up to 5 reminders.