When first creating the appointment:

  • Go to the selected matter
  • Under “Add to workflow” select from the dropdown menu “schedule appointment”
  • Fill in information, and choose the selected calendars from the dropdown menu 

After the appointment has been created:

  • Go to the selected matter
  • Find the scheduled appointment under the timeline or “Matter workflow”
  • On the right of the appointment find the “options” button and click “Edit appointment”
  • Choose the selected user’s calendar and save changes 
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