2014 Redrock Software Conference Beginning Scheduling Options By Jonathan Smith

2014 Redrock Software Conference Overview Appointment settings Accessing the Schedule Creating Availabilities Scheduling Appointments

2014 Redrock Software Conference There’s no such thing as a drop in Appointment Definition of “Appointment”: A fixed, mutual agreement for a meeting or engagement A meeting set for a specific time or place

2014 Redrock Software Conference Appointment Settings Set your Center Profile settings to allow students/users to schedule appointments as needed Center Profile/Prefs/Scheduling

2014 Redrock Software Conference Accessing the Schedule Click on the Trac Man icon, and choose “Schedule” (Or use the quick link on the main menu) Click on the desired consultant’s name in the personnel box to view their schedule for a given week. Click on the desired center name to view the center’s schedule for a given day.

2014 Redrock Software Conference Creating Availabilities Move your cursor to the time the new availability will start Click and drag to the time the availability will end Enter availability information (max students per appointment, duration of schedule, recurring days, etc.) Save Availability If creating availability block, uncheck the checkbox in the top right corner of availability entry window.

2014 Redrock Software Conference Scheduling Appointments (Consultant) Find desired time on schedule, and click on the down arrow to the left of the time. Enter the student ID for desired student Enter appointment data (subject, reason, notes, etc.), and save the appointment.

2014 Redrock Software Conference Scheduling Appointments (Student/Front Desk) Students and front desk workers utilize the “search availability” page Enter the criteria desired for the appointment time (center, subject, date range, days of week) Choose appointment time slot from list of available slots that correspond with search criteria Enter appointment data, and save the appointment