Users are able to make appointments for themselves via the web browser or via the mobile app. Appointments can also be created manually by another user depending on their permissions.
Create Appointment - Search by Service
Users are able to make an appointment based on a specific service. The user’s ability to make an appointment is based on their role, the location’s appointment settings, and any attendance restrictions that may exist for the user and/or the location, staff or service.
1. From the Main Sidebar, hover over Appointments.
2. Click Make Appointment.
3. Click Search by Service.
4. Search for the specific Service needed. Popular searches are listed below the search box and can be clicked.
5. Select a Location from the list of locations where that service is offered. This list is populated based on your role and any attendance restrictions that may exist for you and/or the location or service.
6. Click Make Appointment. Note: you may also Send E-mail to or Visit Website of the location to discuss your concerns or to set up an appointment (if directed to do so)
The Location, Semester and Service will automatically be populated from the previous screens. The options to choose from will vary based on the appointment settings for that location.
7. Choose the Period (date range) during which you want an appointment
8. Choose the Student the appointment is for. Note: If the student is making an appointment for themselves, this information will already be populated
9. If needed, select Course from the drop down menu. These will populate based on the user’s current registration.
10. If needed, select Event from the drop down menu. This option is based on the appointment settings for the location.
11. Click either Search By Staff or Search By Date. Note that Search by Date is limited to a seven day period; however, any seven day period may be selected.
12. Choose the Staff Member and Date/Time for the appointment from the populated list
13. Verify that all information is correct. If needed, add or change the Duration for the appointment.
14. If desired, add Notes. These will be visible to the staff member the appointment will be with.
15. Click Save. You will receive a confirmation screen that the appointment has been successfully made.
Create Appointment - Search By Location
Users are able to make an appointment based on a specific location. The user’s ability to make an appointment is based on their role, the location’s appointment settings, and any attendance restrictions that may exist for the user and/or the location, staff or service.
1. From the Main Sidebar, hover over Appointments.
2. Click Make Appointment.
3. Click Search by Location.
4. Search for the specific Location desired. Popular searches are listed below the search box and can be clicked.
5. Click Make Appointment. Note: you may also Send E-mail to or Visit Website of the location to discuss your concerns or to set up an appointment (if directed to do so)
The Location, Semester and Service will automatically be populated from the previous screens. The options to choose from will vary based on the appointment settings for that location.
6. Choose the Period (date range) during which you want an appointment
7. Choose the Student the appointment is for. Note: If the student is making an appointment for themselves, this information will already be populated
8. If needed, select Course from the drop down menu. These will populate based on the user’s current registration.
9. If needed, select Event from the drop down menu. This option is based on the appointment settings for the location.
10. Click either Search By Staff or Search By Date. Note that Search by Date is limited to a seven day period; however, any seven day period may be selected.
11. Choose the Staff Member and Date/Time for the appointment from the populated list
12. Verify that all information is correct. If needed, add or change the Duration for the appointment.
13. If desired, add Notes. These will be visible to the staff member the appointment will be with.
14. Click Save. You will receive a confirmation screen that the appointment has been successfully made.
Create Appointment - Manual
Appointments can be made manually by any user with permissions. The appointment can be made for themselves or for others. The user’s ability to make an appointment is based on their role, the location’s appointment settings, and any attendance restrictions that may exist for the user, the attendee and/or the location, staff or service.
1. From the Main Sidebar, hover over Appointments.
2. Click Make Appointment.
3. Click Create Manually.
4. Enter the Location.
5. Semester will automatically populate. If needed, use the drop down menu to change the semester.
6. Select the Date and Time of the appointment. If this is left blank, you will need to Search Available Slots.
7. Select the Duration of the appointment. This will default to the location’s specific appointment settings, but can be modified.
8. Choose whether to schedule as Administrator, Staff or Attendee.
9. Select the Student who will attend the appointment. Users with the correct permissions can select themselves.
10. Select the Staff Member the appointment will be with. If this is left blank, you will need to Search Available Slots.
11. If needed, select the Service.
12. If needed, select the Course.
13. If desired, add Notes. These will be visible to the staff member the appointment will be with.
14. Click Save or click Search Available Slots. If searching available slots, you’ll be taken to the same screens as above and will be able to Search by Staff or Date. You will then select a staff member and day/time, verify information and click save.