...
...
...
...
Creating an event
Click on the arrow next
...
to New and select Calendar event.
...
The create event pane will open. In the first field, enter a title for the event.
In the location field, enter the location or
...
click Add room
...
to book a room.
In the Start
...
and End
...
fields:
Select the start date of the event from the dropdown calendar.
Select the end date of the event from the dropdown calendar.
Enter the start and end times of the event or
...
select the All day
...
checkbox.
Or use
...
...
to find a time people and rooms are available.
If applicable, select
...
the Private
...
checkbox.
If the event is recurring on a regular schedule, add a recurrence
...
in the Repeat field.
In
...
the Reminder dropdown box, select the amount of time before the event,
...
or None, you'd like to receive a pop-up reminder.
To receive a reminder by email:
Below
...
the Reminder dropdown,
...
click Add an email reminder.
In
...
the Email reminder
...
dropdown, select the amount of time before the event you'd like the email reminder sent.
In
...
the Send reminder
...
to dropdown, select who the email reminder is sent to: Me
...
or All attendees.
In
...
the Reminder message to send
...
field, enter the message you'd like included in the reminder email.
...
Click Close.
...
In
...
the Show as
...
dropdown box, select how the event will appear in your calendar: Free, Working elsewhere, Tentative, Busy, or Away.
In the WYSIWYG text box, add any additional event details.
To attach a file, click
...
the Attach
...
button.
For an appointment,
...
click Save.
...
For a meeting, invite people
...
to the event and then
...
click Send.
Booking a room
If a room is set up as a resource in Exchange, you can book the room by inviting it to the event. Typical meeting rooms will automatically accept the request if the room is available during the event time. Rooms configured to require approval will tentatively accept the request and the booking delegate must accept or decline the request.
...
Click Add room.
Select a room from the list of resources available during the event time.
...
Next to location, add any additional location details.
Adding a recurrence
If an appointment or meeting is repeating on a regular schedule, you can add a recurrence instead of creating an event for each instance.
Example 1: Bi-weekly meetings
To schedule a meeting that occurs every other Tuesday during the spring term (May-August):
In the
...
Repeat dropdown,
...
select Other...
In
...
the Occurs
...
dropdown,
...
select Weekly. Note: Each option will present different fields below.
In
...
the Every field enter 2.
Select
...
the Tuesday
...
checkbox.
...
Click Save.
There are now two more fields:
In
...
the From:
...
field, enter the start date for the recurring appointments/meetings: first Tuesday in May. (Note: the default is the date from
...
the Start
...
field)
In
...
the To:
...
field, enter the end date for the recurring appointments/meetings: last Tuesday in August (Note: the default
...
is None)
...
Example 2: Twice per month meetings
To schedule an appointment or meeting that occurs every second and fourth Tuesday of the month indefinitely, you need to create two events that recur monthly, one for the second Tuesday and one for the fourth Tuesday.
In
...
the Start
...
field, select the date of the first meeting on the second Tuesday of the month. The options now available in
...
the Repeat
...
dropdown list are based on the date in this field.
In the
...
Repeat dropdown,
...
select Every second Tuesday.
...
Repeat for the fourth Tuesday of the month.
Inviting people
...
Under People, click the Add attendees (+) button.
To add people:
In
...
the Required attendees:
...
field, enter the email addresses of the people you'd like to invite to the meeting, separated by semi-colons. As you type, an auto-complete list will display people you've previously emailed. Click on an entry to add that person to the Required attendees:
...
field.
Or if you've added them to your contacts list,
...
under Your contacts, double-click on the names or click the plus sign (+) next to the names of the people you'd like to invite to the meeting.
If they have a UWaterloo Exchange account (faculty, staff, grad student), in the Search People box, enter their names or email addresses and press Enter. Double-click on the names or click the plus sign (+) next to the names of the people you'd like to invite to the meeting.
Click Save.
Using the scheduling assistant
A scheduling assistant is a useful tool for determining meeting times. It allows you to simultaneously view the calendars of all invited people (if they have a UWaterloo Exchange account) and rooms.
Next to People,
...
click Scheduling assistant
In
...
the Attendees:
...
field, start typing the names or email addresses of the people you'd like to invite to the meeting, an auto-complete list will display people you've previously emailed. If a person does not appear in the auto-complete list,
...
click Search Directory. Click on an entry to add it to
...
the Attendees:
...
field.
Click
...
the Add room
...
button.
If there is a particular room you'd like to use,
...
click Show all rooms
...
and then click on the room.
Otherwise, click
...
on Any available room. The first available room during the time slot you pick will be selected. Click
...
on # others available
...
to switch to the next available room.
Browse through the calendar to find a time with no or few conflicts.
Note: Unless someone has shared their calendar with you, you will not see full event details. You will only be able to see what times they have appointments/meetings scheduled and whether those times are listed as Free, Working elsewhere, Tentative, Busy, or Away.Click on the time you'd like the meeting to begin.
...
The Start and End fields will be updated accordingly.
Change the end time to adjust the length of the event. The default is one hour.
...
Click OK.
...
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