Tutorial · Communication

Create an appointment

Add a calendar entry with the correct date, time, location and visibility.

9 minVerified on 25 Sept 2026Leaders and office staff, Group leadersAvailable

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Step 1 of 5

In this guide

Start

1Step 1 of 5 · 2 min

Open a new appointment

From Calendar choose New appointment.

The form opens directly from the active workspace calendar.

Create an appointment: Open a new appointment — **Fig. 1**From Calendar choose New appointment.

Top of the new appointment editor with quick templates and type — **Fig. 2**New appointment shows Quick templates, Appointment type, the liturgical context, and visibility choices.

2Step 2 of 5 · 2 min

Enter when and where

Fill in title, start, end and location; avoid unintended overlaps.

End must be later than start; use Location to distinguish simultaneous meetings in different places.

Lower appointment editor with date, recurrence, schedule, and location — **Fig. 3**The lower editor shows the date and times, recurrence, the day’s schedule, location, and Save & publish; the appointment has not been saved.

3Step 3 of 5 · 2 min

Repeat the appointment (optional)

Under Recurrence, leave Never for a single appointment. Daily, Weekly and Monthly repeat the appointment from its start date; under Recurrence end, choose the last day or leave No expiration.

Choose Custom for other rules. Under Repeat every, set the number and unit: days, weeks, months or years, for example every 2 weeks or every year. With weeks, On days lets you pick one or more days. Under Ends, choose Never, After a number of occurrences or On date. Excluded dates removes single days from the series, and Summary and Upcoming occurrences show the result before you save.

4Step 4 of 5 · 2 min

Choose visibility

Check the scope where the appointment should appear.

Before saving, check whether the entry is for the whole community or a narrower scope.

5Step 5 of 5 · 2 min

Save and verify

Save and find the appointment on the correct day.

A successful result is an entry on the chosen day and time; open it to review the detail.

What you have achieved

The appointment is in the selected workspace calendar.
Date, time and visibility have been reviewed.

Troubleshooting

I cannot save

Check required fields and the Manage calendar appointments permission.

The appointment is missing

Check filters, date range and active workspace.

Saving reports the monthly allowance

The month, or one of the months the series spans, has no appointments left. For a series, consider an earlier end, or free space or move to a higher plan.