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Using the Microsoft Office and Other Companion Programs
5-16 Clio User Manual
To create a new appointment:
1. From any view, tap New Appointment.
The Appointment dialog box appears (Figure 5-8).
FIGURE 5-8 New Appointment dialog box
2. Enter a description and a location.
3. Select the time and date.
4. To add notes, tap Notes, then select the notes area and
enter your notes.
5. To assign the appointment to a category, tap Categories
and select a category from the list.
6. Select other desired options, then tap OK when finished.
Note: More information on the procedures described in this chapter
can be found in online Help on Clio. Tap Start > Help, then
the program name.
If you need to schedule a meeting with people who use Outlook,
Pocket Outlook, or Schedule+, you can use Calendar to schedule
the meeting. When attendees receive a meeting request, they can
choose to accept or decline the meeting. If they accept, the
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