2014 Redrock Software Conference
Beginning Scheduling Options
By Jonathan Smith
2014 Redrock Software Conference
Overview
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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