.. _add-appointment-associates-commandmc:

Add an Appointment
==================

To add an apppointment to an associate, complete the following steps:

.. include:: associates-mc-login.rst

#. Search for the correct associate. For more information, see :ref:`search-associates-commandmc`.

#. Click the associate name to view the associate details.

#. On the **Associate Details** window, click the **Appointments** tab.

#. Click **New Appointment**.

#. On the **Create an Appointment** window, enter the appointment details. Select who the appointment is **Conducted by**, the **Apointment Type**, **Date Conducted**, and any **Notes**.

#. You can add **Attachments** to the appointment by drag and dropping them or clicking **Browse**. If the appointment has an attachment, click **Attach Files** to upload additional files. Click the download icon to download an existing attachment or click the delete icon to remove it from the appointment.

   .. note::

      When deleting an attachment, you must click **Save** after you click the delete icon.

#. Click **Save Appointment**.

  You can now access this, and other appointments that you add, on both the associate's timeline, and on the associate details **Appointments** tab.