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Note: Please notice that your actual access to view/edit/delete information is set by your college administrator so you might see different options, contact your administrators if you feel you need more access or when in doubt.

View All (Appointment) Buttons

When you get to this section there are several buttons that are useful when making Appointments:

  • Create New - This option allows you to select Service or Location to create an appointment.
  • Create Manually - This option allows you to select all the options manually to create an appointment.
  • Show list options- Please select from a list of options:
  • Show All- This option lists ALL appointments regardless of their Dates.
  • Show today's only- This options lists Appointments for the Today (Current Date only).
  • Show happening right now only- This option lists Appointments that are happening right now.
  • Show future only- This option skips Past Appointments and shows only Appointments with a Start Date equals to the current Date and onwards.
  • Show past only- This option skips Future Appointments and shows only Appointments with a Date equals to the current Date and before.
  • Show in custom date range- This option allows you to pick a range, please type a Start Date and Time AND an End Date and Time to list the Appointments within that range.
  • View Magnifying glass icon Option - This option lets you view the appointments listed based on some options(see details below):

Filter Options (View Magnifying glass icon Option)

  • Search - This option allows us to search some known text in the system.
  • Search in - This option allows you to filter the above mention search to a particular category.

Refine your search

  • Status - Please select a Status to filter with.
  • Student First Name- Please type in some text to search in the referenced field.
  • Student Last Name- Please type in some text to search in the referenced field.
  • Attendee - Card #- Please type in some text to search in the referenced field.
  • Staff Member First Name- Please type in some text to search in the referenced field.
  • Staff Member Last Name- Please type in some text to search in the referenced field.
  • Staff Member Card #- Please type in some text to search in the referenced field.
  • Location- Please type in some text to search in the referenced field.
  • Date Start- Please type in a Date Start to search in the referenced field.
  • Date End- Please type in a Date End to search in the referenced field.
  • Course- Please type in some text to search in the referenced field.
  • Services- Please type in some text to search in the referenced field.
  • Apply Filters - Use this option to filter the list using all filters selected above.

View All (Appointment) Options

These are the options available on this screen on each listed item.

  • Appointment Information/Title - Click this title to edit or update the Appointment information.
  • View - This simply allows you to see the appointment information.
  • More Options - This gives you several options to modify the Appointment selected.
  • Cancel - This gives you the option to Cancel the Appointment selected.
  • Mark as No-Show - This gives you the option to mark the Appointment selected as a No-show.
  • Mark as Show - This gives you the option to mark the Appointment selected as a Show.
  • Restore - This gives you the option to Restore the canceled or voided Appointment selected.
  • Virtual Sign-in - For online appointments only, this option allows to sign-in to an online appointment.
  • Void - This gives you the option to Void the Appointment selected.

Appointments-Create Manually

Click in the “Create Manually” button to avoid the Appointment Wizard and select all the parameters on the same screen.

Some users need additional permissions to be able to perform this process, talk to your administrator if in doubt

  • Location- Use this option to select the appointment Location.
  • Semester- Use this option to select the Semester information.
  • Date- Use this option to select the appointment Date.
  • Duration- Use this option to select the appointment Duration.
  • Schedule As- Use this option to select the role of who is creating the appointment.
  • Student- Use this option to select the Attendee.
  • Staff Member- Use this option to select who will be meeting with the Attendee.
  • Service- Select the Service associated with this appointment.
  • Course- Select the Course associated with this appointment.
  • Notes- Add Notes as needed in this appointment.
  • SAVE- Select this option to try to save the appointment with the current parameters.
  • Search Available Slots- Use this option to search available slots using all filters set above.
  • Cancel- Use this option to cancel and rollback without saving.
Notice that depending on the parameters set the system might warn about some rules been broken, if this happens you will be able to read in red at the bottom of the page what happened and change the filters accordingly, you can also decide to break the rules (if you have the proper permissions to do this) but this is not recommended

This is an example of an exception that can show if you break some rules, as you can see in this case the STaff is not registered in the selected service(s), so in order to fix it you can go and link this Service with this STaff and then try again.


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