Create Appointments

There are different ways for adding appointments in Daylite.

Creating appointments from the menu

Choose File > New > New Appointment.
Enter the appropriate information. Click Save All.

From an email using the Daylite Mail Assistant:

Open Apple Mail and select the email you’re working with
Press the “New Appointment” button from the right-hand side Daylite Mail Assistant panel
Create the appointment
Both the email and the appointment will be added to Daylite

Dragging to create appointments from calendar views

For the day view:

Drag a small area of the day view. A grey bar appears for the chosen time frame and a new appointment window opens.
Enter the appropriate information. Click Save All. Alternatively, simply double-click in the day view to create a new appointment.

For the week view:

Drag a small area of the week view. A grey bar appears for the chosen time frame and a new appointment window opens.
Enter the appropriate information. Click Save All. Alternatively, simply double-click in the week view to create a new appointment.

For the month view:

Double-click on the day when the appointment is required. A new appointment window opens.
Enter the appropriate information. Click Save All.

Creating appointments in context:

Appointments can be created while working in a person, company, project, opportunity, group, task, or note record in Daylite. Appointments created this way are linked to the primary object. Let’s see how to achieve this using the example of a person.

Select an existing person.
You will see the “New Appointment’ button on the top right side of the contact’s card
Enter the details of the appointment and click Save.
The appointment is now displayed in the Activity view of the person’s record.