Beginning Scheduling Options

1. Beginning Scheduling Options By Jonathan Smith

2. Overview • Appointment settings • Accessing the Schedule • Creating Availabilities • Scheduling Appointments

3. There’s no such thing as a drop in Appointment Definition of “Appointment”: • A fixed, mutual agreement for a meetingor engagement • A meeting set for a specific time or place

4. Appointment Settings • Set your Center Profile settings to allow students/users to schedule appointments as needed • Center Profile/Prefs/Scheduling

5. Accessing the Schedule • Click on the Trac Man icon, and choose “Schedule” (Or use the quick link on the main menu) • Click on the desired consultant’s name in the personnel box to view their schedule for a given week. • Click on the desired center name to view the center’s schedule for a given day.

6. Creating Availabilities • Move your cursor to the time the new availability will start • Click and drag to the time the availability will end • Enter availability information (max students per appointment, duration of schedule, recurring days, etc.) • Save Availability • If creating availability block, uncheck the checkbox in the top right corner of availability entry window.

7. Scheduling Appointments (Consultant) • Find desired time on schedule, and click on the down arrow to the left of the time. • Enter the student ID for desired student • Enter appointment data (subject, reason, notes, etc.), and save the appointment.

8. Scheduling Appointments (Student/Front Desk) • Students and front desk workers utilize the “search availability” page • Enter the criteria desired for the appointment time (center, subject, date range, days of week) • Choose appointment time slot from list of available slots that correspond with search criteria • Enter appointment data, and save the appointment