7.2. Accessing and Using Calendar

This section describes ways to use the OfficeClip Calendar effectively.

Log in to OfficeClip.
Click on Calendar from the left menu within the Desktop application.
To view a particular month, select the month and year from the drop down lists. If the calendar shows up with numerous events, you may click on the Todaylink on the far right side of the screen to bring today's schedule to the top of the screen.
To view details of an event, click on the event title within the calendar. If you are the creator of an event, you may choose to modify or delete the event after selecting its title on the calendar screen.

To create a new event for you, a group, or a meeting, click on the New Event button bar within the Calendar menu.
Choose the Event Type from the drop down menu and then fill in the appropriate information.
To view a listing of all upcoming events for your selected group, choose the button bar item Upcoming Events.

	Note
	Meetings are only visible to those invited. When setting a group event you can choose to ask for RSVP's. In this way, your invitees can respond if they will be attending the event, so you can keep track of the attendance status.

When you create a Meeting, you can click on the Manage Attendees button that appears, allowing you to select either OfficeClip User from the drop down list or you can select External Attendee and type the Name and Email address of the External Attendee and then click on Invite. When you are finished inviting, click Finished.
You can now select the Start Time, End Time, Timezone, Recurrence and other options that correspond to the meeting event.
By clicking the Reminders field at the bottom, you can conveniently set the event to remind you and/or the rest of the group by email a certain amount of time before the event.
With the Regarding field, calendar events are tied with the relevant parent entity (e.g. account, contacts, opportunities etc.). In this way, events will automatically be recorded in the Account List with the corresponding account, or with the relevant contact if selected.
After filling in all the necessary information for your event, click Save.
A screen will verify your information.
Your new event will now be visible on your calendar for all pages (day, week, month, etc.).