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Scheduling Appointments

To schedule an appointment, all users can use the following appointment scheduler.

Using the Appointment Scheduler

Center Attendance > Appointments > Create new

Follow the steps to set your appointment using this scheduler:

  1. Select the Student.
  2. Select the Center and Service(s).
  3. Select the Subject Areas.
  4. Set the appointment duration and view to the week you want to select the tutor's time-slot.
  5. Then click the time-slot to confirm the appointment on the next screen.
  6. Once confirmed you are done!
See a short video as an example on how to create an appointment on the right hand-side

Admin only schedulers

Additionally, there are 4 other Appointment Schedulers available for only admins:

  1. New By Tutor
  2. New by Date
  3. Appointment Wizard
  4. Manual

These other options appear for admins only and are accessed by navigating to the Center Attendance > Appointments > Create New and on the menu clicking on the corresponding option shown below:

Each of these options is explained below in greater detail below.

Using the "New by Tutor" Appointment Scheduler

Follow the steps to set your appointment using this type of scheduler:

  1. Use the Center, Subject Area, and/or Tutor filters to display the available tutors.
  2. Click the Search button.
  3. Then click on one of the available tutor(s) and select the date and time-block you'd like to set your appointment.
  4. A pop up will be displayed. Follow the steps to complete your appointment.
See a short video as an example on how to create an appointment on the right hand-side

Using the "New by Date" Appointment Scheduler

Follow the steps to set your appointment using this type of scheduler:

  1. Use the Center, Subject Area, and/or Date filter to display the available tutors.
  2. Click the Search button.
  3. Then click on one of the available tutor(s) and select the date and time-block you'd like to set your appointment.
  4. A pop up will be displayed. Follow the steps to complete your appointment.
See a short video as an example on how to create an appointment on the right hand-side

Using the "Appointment Wizard" Scheduler

Follow the steps to set your appointment using this wizard:

  1. Select the Student
  2. Select the days to schedule the appointment.
  3. Select the subject areas and services.
  4. Select the tutor, you can filter the tutors by the center they are working on.
  5. Select a valid Start Time, Appointment duration, and Date.
  6. Then Click the Schedule Appt Button.
See a short video as an example on how to create an appointment on the right hand-side

Using the "Manual" Appointment Scheduler

There is an Administrative tool that allows you to set a Manual Appointment. With this tool, you can set appointments with tutors that are not available on the selected Dates or in that Center and not assigned to help with the selected Subject Areas or Services.

Use this feature carefully if you cannot make an appointment using the normal methods. If you find yourself using this method often then you should ensure that:
  1. The Center offers the Subject Areas and Services.
  2. Tutors are assigned to help with the Subject Areas and Services.
  3. There are available Tutors scheduled.



Previous: Entering the Staff Schedules | Administrator Quickstart | Next: Viewing and Canceling Scheduled Appointments