Create a new appointment
1. In the left sidebar, select Appointments > Calendar.
2. Select Create New Appointment.
3. On the Create Appointment screen, fill in the Account field first. Each account can use a different appointment form, so choosing the account first makes sure you see the right fields and avoid re-entering information.
4. Complete the remaining fields.
Note: Every field marked with a red asterisk is required and must be filled in before you can save.
5. Select Save.
Clone an existing appointment
Cloning quickly creates an appointment similar to one that already exists, filling in the original's details for you.
In the left sidebar, select Appointments>Calendar and find the appointment you want to clone.
Clone the appointment from either location: From the Appointments tab: Select the three-dot menu on the appointment, then select Clone.
From the Appointment Viewer: Select More, then select Clone.
In the cloning options popup, choose what to bring over:
"Clone field values" (required): copies the field values from the original appointment. If you select only this, the cloned form opens so you can edit the fields and choose a new start date and time.
"Clone confirmed participants" (optional): also copies participants in Confirmed status, the consumer, and ad-hoc attendees. You can choose which participants to clone and whether to auto-confirm interpreters and other participants.
Update the "Subject", "Description", "Start" date and time, and duration in the simplified window.
a. Update the Subject.
b. Set the Start date and time, and the Duration.
c. Update the Description.
Select Save to finish.
Next steps / Getting more help
If a required field or the clone options don't appear as expected, reach out to Boostlingo Support with the account name and a screenshot of the form. If you're not sure how to reach Support, contact your Account Manager.