Diary FAQs

🆕 How to Add an Appointment

To create a new appointment:

1. Click the Diary tab on the main ribbon bar

2. Select the desired date and time on the Diary view

3. Double-click the selected time slot

4. Choose the appropriate appointment type from the list

5. Fill in the appointment details and click Save

Tip: Always ensure you click Save to confirm the appointment is added.

❌ Why Can’t I See the Appointment I Just Added?

If your appointment isn’t visible:

• It may not have been saved properly

• Your user might not be ticked on the right-hand side of the Diary

• The Branch / Department / Appointment Type filter at the top may be incorrectly set

Double-check these settings to ensure your appointment appears correctly.

👤 How to View Only Your Appointments

To filter the Diary to show only your own appointments:

1. On the right-hand side of the Diary, below the calendar, locate the list of users

2. Untick all users except yourself

This will display only your appointments on the Diary screen.

🔁 How to Add a Recurring Appointment

To set up a recurring appointment:

1. Click the Diary tab

2. Select the desired date and time

3. Double-click the time slot to open the appointment window

4. Choose the appointment type and fill in the details

5. Click the More Details / Recurrence tab at the top

6. Select your preferred frequency (e.g. daily, weekly, monthly)

Recurring appointments help streamline regular meetings or tasks.

👥 How to View the Diary by Individual Colleague

To split the Diary view by user:

1. Open the Diary

2. Right-click anywhere within the Diary

3. Select Split by User

This will display each user in a separate column, making it easier to view individual schedules.