Click on Calendar in the left navigation panel in The Actor’s Office. In the top left corner click the button Add an Appointment.
A new screen will open where you can add the appointment.
- Title: Give a name to your appointment
- Relationships: You must select a Contact or multiple contacts with whom this appointment is attached. This way you have a log under every Contact of all the appointments whether it be auditions, meetings, rehearsals, classes, etc.
- Description: Use this space for any pertinent info about the appointment
- Location: Fill in where this appointment is taking place.
- Start Date: This is the date of the appointment.
- Start Time: The time the appointment starts.
- End Time: The time the appointment ends.
- Recurring: You have the availability to have appointments recur Daily or Weekly. Simply check which days this Appointment will recur and add an end date of the recurrence.
9. Type: TAO comes pre-loaded with Appointment Types. They are not customizable as some of the Appointment Types are connected to the built-in automated systems.
For example, if you created an appointment for an audition with a casting director on your Targeted List, once the appointment is complete, that casting director will automatically be moved into the Follow-Up system.
You can add any other Appointment Types you wish. Simply click Add New.
All of the Appointment Types can be color-coded to your liking as well.