How do I schedule an appointment that isn't linked to a record?
You can use the agenda to plan daily activities that are not directly related to a record. Simply select the "Unavailability" tab in the upper left-hand corner. This will create an activity in the calendar without linking it to any particular record.
This will allow you to have all of your daily activities in one place!
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How can I use the "Note for the advisor" field in my appointments?
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How do appointment reminders work?
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