---
title: "Creating and Editing Appointments"
slug: "creating-and-editing-appointments"
updated: 2026-04-20T14:26:13Z
published: 2026-04-20T14:26:13Z
canonical: "guide.youraspire.com/creating-and-editing-appointments"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Editing Appointments

## **Using the Appointment Screen**

The *Appointment screen* can be displayed from the following locations:

- From the [*Calendar module*](https://guide.youraspire.com/docs/calendar-1) by double-clicking an existing appointment or by double-clicking a blank place on the calendar.
- From the [*Aspire Navigation Bar*](https://guide.youraspire.com/docs/introduction-to-the-aspire-platform#navigation-bar) by selecting the *New Appointment* option in the *Quick Menu*.
- From the [*Activities module*](https://guide.youraspire.com/docs/using-the-activities-module) by selecting the *New Appointment* option from the *Add* icon or clicking an existing appointment in the search list.
- From the [*Work Tickets module*](https://guide.youraspire.com/docs/using-the-work-tickets-module) by selecting *New Appointment* from ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/navigating-creating-and-editing-appointments-image-ibo6c1xk.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A47%3A16Z&se=2026-11-15T01%3A47%3A16Z&sr=c&sp=r&sig=XXzz73cvxdAE2Ki24tAf8Egg%2Bop2oW3PTS63kwcaXTs%3D) in the Work Ticket Activities section.

## Creating a new Appointment

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/new%20appointement(1).png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A47%3A16Z&se=2026-11-15T01%3A47%3A16Z&sr=c&sp=r&sig=XXzz73cvxdAE2Ki24tAf8Egg%2Bop2oW3PTS63kwcaXTs%3D)

1. First, check the *Private Appointment* box to hide the appointment's details from other users who aren't attendees.
2. Search for and click on the names of any *Attendees* who will be present for the appointment. You are an attendee by default, and you can click the X next to your name if you're making the appointment for someone else. If you select another employee, the appointment appears on their Calendar, in their Activities module, and on their Contact record.
3. Click the *Regarding* field, click the *Property*, *Opportunity*, or *Work Ticke*t tabs, then select or search for what the appointment is about.
  1. Selecting a Property, Opportunity, or Work Ticket automatically sets the Location to the associated address.
  2. You can search for and select multiple Regarding types. For example, you might choose a Property and a Work Ticket if you're meeting to discuss a specific incident.
  3. You can select Work Tickets up to 12 months old.
  4. Next to the *Regarding* field, you may see the following icons; these icons provide quick access to location and property details without leaving the Appointment screen:
    - Property building icon — Opens the selected Property record in a new tab.
    - Map icon — Opens the address associated with the selected Property, Opportunity, or Work Ticket in a map view.
    - Opportunity trophy icon — Opens the selected Opportunity record in a new tab.
    - Work ticket clipboard icon — Opens the selected Work Ticket record in a new tab.
4. Use the *Start Date* selector to type or choose when the appointment starts.
5. Use the *End Date* selector to type or choose when the appointment ends.
6. Type in the Location where the appointment will happen. If you selected a Property, Opportunity, or Work Ticket, this field fills in automatically with the associated address.
7. Now enter a brief *Subject* for the appointment. This is the title that appears in the Calendar. Click the magnifying glass icon to add a token to the subject line.
8. Finally, add a *Note* to the appointment. Use the text formatting options to style the note, add attachments, add tokens, and more.
  1. The Tokens you can choose from change depending on what types of *Regarding* selections you made.
9. When you're done entering the appointment's information, click *Save*.

The new appointment appears on your Calendar and the Calendars of any employee contacts you included in the *Attendees* field.

##