Prevail 10 E-Training*: Appointments

The Prevail Calendar tracks appointments and tasks for every user in the system. The calendar also has the capability of integrating with your Outlook Calendar. For more information, call Technical Support: (866) 998-4400 option 1,1.

1. From any of the calendar views, click 'Add.'

   Note: You can create an appointment from the calendar, Home Tab, or Events Tab.

   Pro tip: In the 'Day View' of the calendar, you can slide through the desired time slot for the appointment, and right click, 'add,' or click add at the top of the calendar. This fills out the information for the start date, end date, start time, and end time.

2. In the subject field, enter the description of the appointment.

   1. Choose an appointment type from the designated drop-down list.

   2. Enter a Location and Room Number in the corresponding fields, if applicable.

   3. If not already filled out, Choose the appointment start and end date, and start and end time.

      Note: The start and end date will default to the current date you have selected in the thumbnail calendar.

      1. Attendees: Select the users who should be included in the appointment.

      2. Time Zone: Use the dropdown to select the time zone that corresponds with the appointment.
         Note: If you select the client's time zone instead of yours, Prevail will automatically put it on your calendar as your own time zone.

   4. Check the "Notification Message" checkbox if you would like for Prevail to automatically send a text message to the client to notify of the appointment being scheduled. The text message will contain the Subject, Start Date, Start Time, Location, and Room of the appointment,
      Note: That text will be saved in History.

   5. For more information on text messaging from Prevail, see "How-To: Text Messaging."

3. Check the 'All Day' checkbox if the appointment lasts an entire day. This is especially useful for when you are out of the office for an entire workday or more than one workday, such as vacation or a conference.

   Note: The calendar assumes that the appointment should be associated with the matter that you currently have open in Prevail. To change the or remove the matter association, click the ""Attach Matter" button at the top of the appointment window. You can either search for a different matter or detach it so that it isn't attached to any matter.

4. Click ‘Save’ when all the information has been input

Private Appointments: When this box is checked, this appointment will show on the calendar as private. Other users will see that time blocked off, but they won't be able to see details for the appointment.

Note: You may only set a private appointment for yourself. Private appointments are only an option for unattached appointments (meaning, they are not associated with a matter).

For more information on the Prevail Calendar, see:

Prevail 10 E-Training: Calendar Navigation

Prevail 10 E-Training: Tasks