The Appointment Center allows staff to assist students who need to check-in for an appointment, drop in to see an advisor/tutor, schedule a future appointment, or cancel an appointment. Staff can monitor activity within the Appointment Center and receive notifications when students are checked in.
Overview of the Appointment Center
Additional Modes- click on the bottom right corner of the Appointment Center
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Navigate Staff Areas- click on the waffle icon Appointment Center
Choose a Location
Once you have selected the location, you will be present with the Appointment Center
Scheduling Grid
After choosing a location, you will be taken to a Scheduling Grid. This grid can be narrowed down by Care Unit, Service, Staff Member, and Date/Time. The Staff, Service, and Course filters now interact
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intuitively in the Appointment Center. These filters are now more interdependent. Any time you add or remove a selection in one of these three filters, the options available in the other filters will be narrowed or widened based on that selection.
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Drop-In Appointments
Staff workers often need to view today’s appointments. In the 'Drop-In Appointments' screen, users can view all of the drop-ins for the current day and take action from the list. You can find this screen by clicking the drop-down above the filters at the top part of the screen.
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Actions that can be taken from any queue include:
Send Message to Attendee (Student)
Move to Top (of queue)
Remove (from queue)
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Scheduled Appointments
With the 'Scheduled Appointment List' tab in Appointment Center, users can view all of the appointments for the current day and take action from the list.
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Actions that can take users on appointments include:
Send Message to Attendee (Student)
Send Message to Organizer(s)
View Appointment Details
Check In
Check Out
Mark No-Show
Cancel Appointments
When choosing multiple appointments, actions are limited to sending messages and canceling appointments. This gives users the ability to cancel all appointments for a given day in a particular location.
Users also have the ability to select any date and see appointments on the selected day.
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Appointment Center Modes
The dropdown below the student selection and above the grid filters allows you to select one of three possible display modes:
Scheduling Grid(default): Shows a calendar grid of scheduled appointments and availability
It is most useful when scheduling new appointments or looking for staff availability
Drop-In Appointments: Shows the current drop-in queues and supports management of drop-ins
Most useful when adding students to staff queues and managing time tracking check-ins.
Scheduled Appointments: A simplified view of upcoming, current, and past appointments.
It is most useful when only working with existing appointments and managing check-ins.
