How do I adjust the settings for appointments in AccuCampus?
This article will explain how to adjust all of the settings for appointments. If you know which specific setting you want to change, go to that article instead.
1. Log into Accucampus. From the Main Sidebar hover over the Advanced Options category.
2. Click on Settings.
3. Click on Appointments.
4. The system defaults to adjusting the appointment settings for all locations. To set the appointment settings for a specific location, click on Change.
Type in the location that you want to edit and click on Set Scope.
5. STATUS: Choose whether appointments will be allowed to be scheduled at all. If appointments will never be allowed to be scheduled by staff or students, click Disable appointments scheduling.
6. SERVICE SELECTION: choose whether appointments will be tied to a service or not.
6a. Select Auto to allow the system to automatically fill in any services that are available at that location for the attendee to select. Select Disabled if no services should be displayed when making an appointment. This means that no service will be saved as part of the appointment, regardless of what the attendee originally searched for when making an appointment.
6b. Select Allow selecting none if the attendee will be able to not select a service when making an appointment.
6c. Select Allow selecting multiple services if the attendee will be able to select multiple services when making an appointment.
7. EVENT SELECTION: choose whether an event can be selected as part of an appointment.
7a. Select Auto to allow the system to decide if an event should be allowed to be selected for an appointment. Select Disabled if events should never be allowed to be selected for an appointment.
7b. Select Allow selecting none if the attendee will be able to not choose an event at the sign-in station.
8. STAFF SELECTION: adds a filter to allow the attendee to select a specific staff member when scheduling an appointment. If unchecked, the attendee will be shown all available staff members.
9. ALLOW CREATING APPOINTMENTS: choose the time frames during which appointments can be made.
9a. Set the times during which appointments can take place.
9b. Select the frequency with which appointments can be scheduled, if desired.
9c. If desired, limit the time frame during which an attendee can make an appointment based on how close to or how far away from the desired time the appointment is being scheduled.
9d. Choose if an attendee will be able to make multiple appointments with a staff member in the same day.
10. DURATION RESTRICTIONS: choose the minimum and maximum length of appointments.
10a. If desired, set a minimum length for an appointment.
10b. If desired, set a maximum length for an appointment.
10c. If desired, set a default appointment length.
11. COUNT VISIT TOWARDS APPOINTMENT: allows you to set limits on how early or late an attendee can sign-in and still be counted as attending the appointment.
11a. If desired, set a maximum amount of time for an attendee to be early and still be counted toward attending the scheduled appointment.
11b. If desired, set a maximum amount of time for an attendee to be late and still be counted toward attending the scheduled appointment.
11c. If desired, set a maximum amount of time an attendee must be present for the appointment before the appointment will be counted as being attended.
12. MAXIMUM APPOINTMENTS TIME PER WEEK: allows you to set limits on the total amount of time an attendee or staff member can be in appointments.
12a. If desired, choose the maximum number of hours staff members can spend in appointments. This limit will apply to every staff member.
12b. If desired, choose the maximum number of hours an attendee can spend in appointments. This limit will apply to every potential attendee.
13. MAXIMUM # OF APPOINTMENTS PER WEEK: allows you to set the maximum number of appointments per week that a staff member or attendee can attend.
13a. If desired, set a specific number of appointments that a staff member can accept in a week. This limit will apply to all staff members.
13b. If desired, set a specific number of appointments that an attendee can make in a week. This limit will apply to all potential attendees.
14. APPOINTMENT’S ACTIONS RESTRICTIONS: allows you to set restrictions on editing, cancelling and restoring appointments by all users.
14a. Set a time restriction on how close to an appointment time the appointment can be edited. This limit applies to both the attendee and staff members with the ability to modify appointments.
14b. Set a time restriction on how close to an appointment the appointment can be canceled. This limit applies to both the attendee and staff members with the ability to modify appointments.
14c. Set a time restriction on how close to an appointment the appointment can be restored from a canceled or voided status. This limit applies to both the attendee and staff members with the ability to modify appointments.
14d. Set a time restriction on how close to an appointment the appointment can be voided. This limit applies to both the attendee and staff members with the ability to modify appointments.
14e. Prevent appointments from being scheduled by attendees. Appointments can still be scheduled by staff members.
15. NO-SHOW RESTRICTIONS: allows you to set limits on how many “no-shows” an attendee can have before they are no longer allowed to make appointments.
15a. Check the box next to Reject appointments for attendees to enable the functionality and choose the no-show limit.
15b. To only count no-shows during established semesters, check the box next to Count no-shows only during the semester period. This will ensure that any no-shows that occur when class is not in session will not count toward the set limit.
16. BACK TO BACK RESTRICTIONS: allows you to create a time buffer between appointments.
17. GROUP APPOINTMENT RESTRICTIONS: allows you to decide if staff members must assist with events.
18. REMINDERS: triggers a reminder notice for appointments at a set time period prior to the appointment.
19. Click Save.
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