# Create an Appointment

## How do I create an Appointment?

A quick and efficient way to create [Appointments](https://knowledge.maica.com.au/maica-knowledge-base/getting-started/maica-key-concepts/appointment) is directly through the the Maica [Planner](https://knowledge.maica.com.au/maica-knowledge-base/the-planner/planner-overview). Maica has an interactive user mechanism where you can simply drag and release your mouse on the [Planner](https://knowledge.maica.com.au/maica-knowledge-base/the-planner/planner-overview) in order to prompt the creation of an [Appointment](https://knowledge.maica.com.au/maica-knowledge-base/getting-started/maica-key-concepts/appointment).&#x20;

{% hint style="info" %}
Creating an Appointment is dependant on what [View](https://knowledge.maica.com.au/maica-knowledge-base/the-planner/planner-views-and-modes) you are in within the Planner. You need to be in one of `Schedule`, `Participant`, `Asset` or `Accomodation` View in order to create an Appointment, otherwise you will [create a Shift](https://knowledge.maica.com.au/maica-knowledge-base/shifts/create-a-shift).&#x20;
{% endhint %}

Please see below for an example:&#x20;

{% embed url="<https://app.arcade.software/share/1RZcMEsrwtXjYTaRQyUB>" %}
Create an Appointment
{% endembed %}

{% hint style="info" %}
You can also create an Appointment through the Planner Quick Action. To learn more, click [here](https://knowledge.maica.com.au/maica-knowledge-base/the-planner/planner-actions/create-new-appointment).&#x20;
{% endhint %}

## Pre-populated Fields

When creating an [Appointment](https://knowledge.maica.com.au/maica-knowledge-base/getting-started/maica-key-concepts/appointment), a number of fields will be pre-populated. These fields depend on the [Planner](https://knowledge.maica.com.au/maica-knowledge-base/the-planner/planner-overview) view the user is in when the [Appointment](https://knowledge.maica.com.au/maica-knowledge-base/getting-started/maica-key-concepts/appointment) is created. The pre-populated fields for each view are outlined in the table below:

<table><thead><tr><th width="215">Planner View</th><th>Pre-populated fields</th></tr></thead><tbody><tr><td><a href="create-an-appointment/schedule">Schedule</a></td><td><code>Start Date</code>, <code>Start Time</code>, <code>End Date</code>, <code>End Time</code></td></tr><tr><td><a href="../the-planner/planner-views-and-modes/participant-view">Participant View </a></td><td><code>Start Date</code>, <code>Start Time</code>, <code>End Date</code>, <code>End Time</code>, <code>Participant</code></td></tr><tr><td><a href="../the-planner/planner-views-and-modes/asset-view">Asset View </a></td><td><code>Start Date</code>, <code>Start Time</code>, <code>End Date</code>, <code>End Time</code>, <code>Asset</code></td></tr><tr><td><a href="../the-planner/planner-views-and-modes/accomodation-view">Accomodation View </a></td><td><code>Start Date</code>, <code>Start Time</code>, <code>End Date</code>,<code>End Time</code>, <code>Location</code>, <code>Accomodation</code></td></tr><tr><td><a href="../the-planner/planner-views-and-modes/roster-view">Roster View </a></td><td>This view will create a <code>Shift</code> </td></tr><tr><td><a href="../the-planner/planner-views-and-modes/shift-view">Shift View </a></td><td>This view will create a <code>Shift</code> </td></tr></tbody></table>

## Appointment Stages

After the new [Appointment](https://knowledge.maica.com.au/maica-knowledge-base/getting-started/maica-key-concepts/appointment) is created, a few stages must be completed before the [Appointment](https://knowledge.maica.com.au/maica-knowledge-base/getting-started/maica-key-concepts/appointment) can be confirmed.&#x20;

{% hint style="info" %}
The available sections during the creation or management of the [Appointment](https://knowledge.maica.com.au/maica-knowledge-base/getting-started/maica-key-concepts/appointment) are are configurable and determined by the selected [Appointment Services](https://knowledge.maica.com.au/maica-knowledge-base/getting-started/maica-key-concepts/appointment-service) and the Maica Settings. For further information, see the Administration Guide.
{% endhint %}

Below is a list of these stages:

1. [Basic Details ](https://knowledge.maica.com.au/maica-knowledge-base/appointments/create-an-appointment/basic-details)
2. [Location](https://knowledge.maica.com.au/maica-knowledge-base/appointments/create-an-appointment/location)&#x20;
3. [Schedule](https://knowledge.maica.com.au/maica-knowledge-base/appointments/create-an-appointment/schedule)
4. [Additional Details](https://knowledge.maica.com.au/maica-knowledge-base/appointments/create-an-appointment/additional-details)&#x20;
5. [Custom Fields](https://knowledge.maica.com.au/maica-knowledge-base/appointments/create-an-appointment/custom-fields)&#x20;
6. [Summary](https://knowledge.maica.com.au/maica-knowledge-base/appointments/create-an-appointment/summary)&#x20;

To dive deeper into each stage, please visit the specific pages for detailed information on every stage.&#x20;


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://knowledge.maica.com.au/maica-knowledge-base/appointments/create-an-appointment.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
