The add event/appointment consists of two major parts:

• New Client: Adding an event/appointment for a new client.
• Existing Client: This field enables searching for and choosing an existing client, filling in some of the personal information in advance.

To add an event and appointment, follow the steps below:

For New Clients:

Enter the client’s personal details against which the appointment/event is to be scheduled. The fields preceded with an asterisk (*) need to be completed. 

• First Name *: Add the first name of the client.
• Last Name *: Add the client’s last name.
• Email *: Add the email address of the client.
• Mobile Phone Number *: Select the country code using the dropdown and add the client’s mobile phone number.
• Purpose Of Visit *: A drop-down menu to choose the purpose of the client’s visit or the event/appointment purpose.
• Select Category: A drop-down menu to classify the client or the event/appointment purpose.
• Nationality: Choose the nationality of the client from the drop-down.
• Language Preference: A drop-down menu to choose the client’s preferred language.
• Reference: Choose how the client was referred or the lead from the dropdown.
• Fee Quoted: Type in the fee quoted for the event or service.
• Follow-up Date: Enter a follow-up date, if necessary.
• Office Notes/Strategy *: Include any internal notes or strategic details about this client or appointment.

APPOINTMENT/EVENT DETAILS:

• This section records the details of the booked event or appointment.
• All Day: A checkbox that, when ticked, means the event/appointment will be all day, and start and end times may become less important or be suppressed.
• Event/Appointment *: Drop-down menu for choosing the nature of the event or appointment being booked (e.g., Initial Consultation, Follow-up Meeting, Hearing).
• Branch *: Choose the appropriate branch or location of the event/appointment from the drop-down.
• Assignee *: Choose the staff member who will be assigned to this event/appointment from the dropdown.
• Start Date *: Enter the start date if necessary.
• Start Time *: Manually type and enter the start time.
• End Date *: Enter the end date. If necessary, alter this date if the event/appointment extends over several days.
• End Time *: Enter the end time of the event/appointment.
• Set Reminder: A drop-down menu for setting a reminder prior to the event/appointment.
• Event Title: A text input field for inputting a certain title or topic of the event/appointment.
• Add Video Conferencing: Choose a video conferencing tool (e.g., Zoom, Google Meet) if the event/appointment is to be conducted online.
• Location: A field for inputting the actual location of the event/appointment, if the event/appointment is to be conducted in-person.
• Optional Attendees: Add other attendees (probably existing contacts or users of the system) to the event/appointment. Ticking this allows adding multiple attendees.

• Purpose/Agenda Of Meeting: Enter the details of the purpose or agenda of the scheduled event/appointment.
• Notify Client: A checkbox when ticked, the client will be sent a notification (e.g., email, SMS) for the scheduled event/appointment.
• Add Reminder: Save the event/appointment and maybe include a reminder to the user’s calendar or notification system.

Existing Client

This section tells us that the form is modified to book an event/appointment for a client who is already in the database.