From your dashboard, select the 'Scheduler' menu option on the lefthand side of the screen.

Once the calendar view appears, click the blue button with the ‘+’ symbol in order to schedule an appointment. This can be found on the upper right side of the screen.

To schedule an appointment with a patient, select the ‘Meeting’ option.

Next, enter in the topic of the meeting, host details, as well as the invited guests. Then, select the date, time and length of the gathering.

Click the ‘Schedule Event’ button to send invitations to staff.