1. Click “Contacts” located on the grey toolbar at the top of your page.
  2. Click on the name of the contact you wish to set an appointment with. You will be brought to a page titled “Manage Contact.” 
  3. Using the arrows on either side of the 5-day calendar, navigate to the date you want to set the appointment for.
  4. Select the green plus mark in the corner of the correct calendar date. 
  5. You will be prompted to “Create a New Event.” Enter in the time of your appointment and, if necessary, a description.
  6. Click “Add Event”

See the CRB Training Manual for more information: p. 29

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