Start Appointment

If you need to start a meeting ‘on the fly’, you can start an unscheduled appointment from the Quick Links menu. Navigate to Quick Links > Start Appointment . The Add Appointment screen will open. You only have to fill in a subject to save and start the appointment, but you can also fill out the following:

Subject *Required	The subject defaults to Unscheduled Appointment. You can delete that and type in your subject or just leave it as the subject.
Type	You can choose an Aero type from the dropdown list.
Company	You can assign a company to the appointment.
Contact	You can assign a contact to the appointment.
Category	The category defaults to Task, but you can change it to task if desired.
Project	The project this Aero is associated with (choose from the drop down menu or start typing a project name, company name, or project type to find).
Hat	You can choose a job ‘hat’ you’re wearing for this particular appointment.
Billable	Check the box if the time recorded for this appointment is billable, leave it unchecked if it’s not billable
Close	Click the Close button to return to previous screen without saving.
Save and Start	Click the Save and Start button to save the information you’ve entered and start the appointment. The Attend Appointment screen will open and the timer will start recording time.