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Pencil Me In: Scheduling Options

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Presentation on theme: "Pencil Me In: Scheduling Options"— Presentation transcript:

1 Pencil Me In: Scheduling Options
Luis Frias Redrock Software

2 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

3 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.

4 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

5 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

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

7 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.


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