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Assign users to an appointment

Last updated: November 4, 2026


Add or remove the people assigned to an appointment.

Assign users to an appointment

  1. Open the appointment.
  2. On the Details tab, select Assigned users.
  3. Search for and select users. Select Me to assign yourself, or Select all to choose everyone.
  4. Select Save.

To clear the selection, select Clear.

Assigned users may receive an email about the appointment.

Assign users while creating or editing

  1. In the appointment editor, select Assigned users.
  2. Select users, then select Done.
  3. Save the appointment, then select Confirm.

Remove a user

To remove a user who hasn’t started the appointment:

  1. On the Details tab, select the user.
  2. Select Remove.
  3. Select Remove to confirm, or Cancel to keep them.

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