Appointment Scheduler
Manage your resources with the Appointment Scheduler. Here you can search and book consultant appointments.
When the scheduler is launched, no result will be displayed. A resource manager needs to select the filter fields to view availability. 1. Click the Appointment Scheduler tab from the Navigation Bar or App Launcher. 2. Select an Appointment Type from the list. 3. Enter the student’s name in the Student field or leave blank if this appointment will be for this user. 4. Select an open appointment. 5. A pop-up screen will appear asking to Confirm Appointment. 6. When complete verifying the consultant plus the appointment date and time, click Confirm to save the appointment. The appointment type is what will show up in the scheduler Appointment dropdown. E.g. what students will be looking to book. 1. Click the Appointment Types tab from the Navigation Bar or App Launcher. 2. Click the New button. 3. Fill in the Appointment Type information. 4. When complete, click Save. The Appointment Times is where you set up the blocks of time that an appointment requires. Once you have saved and created your Appointment Type, the next task will be to create the Appointment Times. 1. Continuing from previous Appointment Type, from the newly created appointment type, select the arrow next to Appointment Times, then click the New button. 2. Fill in the following fields: 3. Create A Break Time. In the Break Time field click + New Break Time. 4. When complete with Appointment Times, click Save. Where you can identify which Faculty members are “qualified” to perform this appointment. 1. Click the Appointment Types tab from the Navigation Bar or App Launcher. 2. Click the New button. 3. Fill in Appointment Type (will autofill) and Contact (Select the Faculty member from contacts that is qualified for this appointment). 4. When complete, click Save. This is used to track a user’s availability in a week and it will be used as a template to plot the availability in the appointment scheduler. 1. Click the Appointment Times tab from the Navigation Bar or App Launcher 2. Click the New button. 3. Fill in the following fields: 4. When complete, click Save. This is a junction object to link the Availability times with the Assigned locations. E.G John may be available in Location A Mon-Tue, and Location B Wed-Fri. The Appointment Scheduler will need to search on this to identify which locations. 1. Click the Availability Times tab from the Navigation Bar or App Launcher. 2. Select an Availability Times Name from the list. 3. Click the New button under Location Times. 4. The Availability Time will autofill. 5. Fill in an Assigned Location. 6. When Complete, click Save. In the Accounts tab, you can access the locations used for appointments. Learn more here: Create Account Location – Campus Booking an Appointment in the Scheduler
New Appointment Type
Appointment Times
For example – Thursday and Friday might have different times compared to the rest of the week.
Appointment Availability
Availability Times
Location Times
Location Accounts