How do I set up confirmation notices for appointments by location?

How do I set up confirmation notices for appointments by location in AccuCampus?

1. Log into AccuCampus. From the Main Sidebar hover over Advanced Options category.




2. Click on Settings.




3. Click on Rules.




4. Click Create New.




5. Add a Name and Description of your rule.  Be specific about what your rule will do in the description.




6. Set the Trigger to: “when an appointment is created.”




7. Add a Condition to restrict the notification by location.  This will ensure that the notification only applies to appointments made at a specific location on campus.  More than one condition can be applied by clicking either the And or the Or buttons once the first condition is created.
NOTE: You can restrict the location using any of the following tokens: Internal ID, Name or Details. We recommend that you restrict either by Internal ID or by Name.

Internal ID: Will not need to reset the rule if the name of the specific location changes. Will restrict the rule to only that specific location and no others.

Name: will need to reset the rule if the name of the specific location changes. Can also use this to apply the rule to multiple locations containing the same root word, such as all locations that contain the word “tutoring” in the name.

8. To restrict by Internal ID:

     - Select Internal ID from the drop down menu



     - Select Is from the drop down menu



     - Enter the Internal ID for the location. This is found in the web address for the location within AccuCampus.






9. To restrict by Name 

     - Select Name from the drop down menu.



     - Select Is or Contains from the drop down menu.   



     - Is means that the location name is exactly as written.



     - Contains means that the location name contains a key word or words.




10. Select Add Action.



NOTE: More than one action can be applied by clicking either the And or the Or buttons once the first action is created. This can be used to create additional actions for the same user or a separate action for a separate user.  An example would be one action that sends a confirmation to the student when an appointment is made, and another action that sends a separate notification to the staff member with whom the appointment is scheduled.


11. Select Send a Notification.




12. Select the Topic: "Appt. Confirmation"




13. Select the users that will receive the notification.  A specific user can be chosen as a Fixed User who will receive all notifications. 




14. Add [[Appointment.Attendee.Id]] as the user in Other Users with Internal IDs. This will ensure that the student will receive the notification.




15. Create a name for the notification.  This will display to the student and any other users who receive the notification.




16. Choose the delivery method(s) for the student and any other users to receive the notification. 




17. If using the on-screen notification, fill in the message and other details.




18. If using the text notification, fill in the message.




19. If using the e-mail notification, fill in the message and other details.




20. Click Save.  The rule will now show that an action has been added.






21. Click Save again to save the rule.



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