Pencil Me In: Scheduling Options Luis Frias Redrock Software

Topics We Will Cover Availability Creation Student Point of View Appointments Admin Point of View Scheduling Prefs Group Privileges Student Point of View Run Reports

Intro to Availabilities Create available time slot for each consultant. Availabilities Types: One on One, Group, and Drop in availabilities. Appointments may be scheduled by Staff, Users and Students.

Settings and Prefs System Prefs Group Access Profile Prefs ”StartWeekDay” Profile Prefs Time Restrictions Special Fields Other scheduling Options Group Access View Schedule Schedule Tab Restrictions

Appointments Group Types Appointment Data Administrators Front Desk Workers Consultants Students Appointment Data Appointment Status Appointment Notes Appointment Duration Subject and Reason Total number of Appointments

Schedule Reports Consultant by Specialties Dates By Tutor Appointments/Visits Appointment/Students By

Other Helpful Sessions 12:30pm Get the Most Out of Your Center Profile Preferences. 1:30pm Survey Says… 2:20pm Wrap Up - Data In and Data Out.