1. In the overview tab, click key dates

2. Click the calendar box beside appointment date

3. Click the date your appointment is on

4. Click the time of your appointment

5. Choose the time of your appointment

6. Input the executing location and region and specify each based on the location of your client

7. To add the executing location, click on the drop-down and select the location type

8. To add the executing region, click on the drop-down and select the region type

9. You can indicate your client is signing remotely by clicking the checkbox

10. Select an option for your commissioner and witness

11. Click save

12. Click appointments on the sidebar

13. You will see a list of your upcoming appointments!
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You can click on any of the appointments to go directly to the file