How do I set up confirmation notices for appointments by staff member?

How do I set up confirmation notices for appointments by staff member 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 staff member.  This will ensure that the notification only applies to appointments made with a specific staff member 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 staff member using any of the following tokens:  E-mail, Internal ID, First, Middle, or Last Name, Full Name, Mobile, Home, or Work Phone Number, Card Number or Tags. We recommend that you restrict either by Internal ID or by E-Mail.

Internal ID: Will uniquely identify the staff member, even if other identifying information changes.

E-mail: Is used as the unique identifier for all users in AccuCampus.


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 staff member. This is found in the web address for the staff member within AccuCampus. 






9. To restrict by E-mail 

     - Select E-mail from the drop down menu.



     - Select Is from the drop down menu.   



     - Enter the staff member’s e-mail address as it appears in AccuCampus.




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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