Knowledgebase: Other Schedule Options
Other Schedule Options
Posted by Sean Lee on 23 April 2013 12:30 PM

Allow Student to Cancel Appts

This preference, when activated, allows students to Cancel Appointments. When logged in as a Student, any upcoming Appointments will appear in the Welcome Window in the Center of your Main Menu. These appointments can be cancelled simply by clicking on the “X” to the right of the Appointment.

Display Consultant Email:

This preference, when activated, displays the Consultant’s email address for Students’ reference. The Consultants’ email address will be displayed next to their Name in the Search for Availability Results.

Check Student Conflict on Save Appointment

This preference, when activated, will check for any Scheduling Conflicts when students book an Appointment. If a student has another appointment (in any center) at the same allotted time slot, the system will prevent the student from double-booking. 

Display Consultant Alias on Availability Search

This preference, if activated, will display Consultant Alias on the Search for Availability Window. Consultant Alias is typically used if a Consultant does not want to display their Full Name, and instead uses an Alias for identification.   

Display Notes on Appointment Entry, Students may ( _____)

This preference, if activated, will display any Appointment Notes in the Appointments Entry window. Furthermore, Students may:

Edit

The “Edit” option will allow students to Edit and modify any notes entered. 

View

The “View” option will only allow students to View Appointment Notes.

Hide

The “Hide” option will hide any Appointment Notes from the student.

Display Consultant Phone on Appointment Entry

This preference, if activated, displays the Consultant’s phone number in the Appointment Entry Window. The Consultants’ phone number will also be displayed next to their Name in the Search for Availability Results. 

Allow User to Enter Visit Notes on Group Roster

Activating this preference allows Users to enter Visit Notes on Group Rosters for Group Appointments. Attendance can be taken for Multi-person / Group Appointments directly from the Schedule, and as students are marked as Attended or Cancelled, Visit records are created or not created appropriately. If Students are marked as Attended and a Visit Record is created, this preference allows for Users to enter Visit Notes for the Visit Record.

Allow User to Enter Send Emails on Group Roster

Activating this preference allows Users to be able to send emails on Group Rosters for Group Appointments. Attendance can be taken for Multi-person / Group Appointments directly from the Schedule, and as students are marked as Attended or Cancelled, Visit records are created or not created appropriately. If Students are marked as Attended and a Visit Record is created, this preference allows for Users to Send Emails directly from the Schedule through the Group Roster. 

Block Students from Booking Recurring Appointments

This preference, if activated, will block students from booking Recurring Appointments (Daily, Weekly, Monthly). This is not to be confused with the Multi-Slot function, which will still be available for users to book multiple time slots within the same Availability.   

  • Appointment Custom Field:
  • Display Custom Field on Appointment Entry
  • Appt Custom Field Label

This preference allows you to place a Custom Field in the Appointments Entry window. This custom field will appear when the Appointment is being booked, along with the Subject, Reason, Location, Fund, and Status fields (if you so choose).  The default Custom Field is set to (Phone) and allows Users to enter their Phone number into the Appointment Record as the appointment is being booked.  

Custom Field Required

This preference forces the Custom Field of your choice to be REQUIRED in order to “Save” or book the Appointment. 

Appointment Instructions

You can enter in this field any appropriate Instructions for users who are booking appointments. These customized instructions will appear on the Appointments Entry Window, just above the Center Selection Field.

 

Custom Choices

You can define in this field the Choices available for the first preference in this Section: Appt Custom Field Label. Any choices that you enter in this field must be separated by a Return (Enter) character, and will appear in the Appointment Entry Window when a user is booking an Appointment. 

 

Display Fund on Appointment Entry

This preference will Display the Fund field that appears in the Appointment Entry Window. 

 

Required

This preference will force the Fund field to be completed in order to “Save” or book the Appointment.  


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