1. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Bryan & Freddy Automating Your Student Appointments

2. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Overview Create Appointment Types Create Administrator Availability Viewing/Booking Appointments as Administrator Viewing/Booking Appointments as Student Questions

3. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Appointment Types Tools > Setup > Appointment Types

4. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Appointment Types Title: What will this appointment cover? This also becomes the subject of the observation note.

5. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Appointment Types Appointment Duration – How long will the appointment last

6. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Appointment Types Appointment Duration (Displayed to Student) – How long will the appointment last?

7. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Appointment Types Lead Period – This is the amount of time before the appointment that student will see this slot as available.

8. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Appointment Types Freeze Period – This is the amount of time before the appointment where the student can no longer cancel or reschedule the appointment.

9. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Appointment Types Sign-up Limit – This is tied to the Sign-up Limit Period. Determines the number of appointments a student can schedule for this reason.

10. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Appointment Types Sign-up Limit Period – This is tied to the Sign- up Limit. It is the number of days before a student can schedule an appointment for a given reason after hitting the Sign-up Limit.

11. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Appointment Types From Address – This is the email address that the reminder/confirmation/cancellation email will come from.

12. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Appointment Types Lag Days – This the number of days before the appointment date that reminder email will be sent to the student.

13. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Appointment Types Slot Display Memo: – The text written here will display as notes at the top of the page above the available appointments the student sees.

14. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Appointment Types Confirmation Memo: – This is the confirmation message the student sees once an appointment is selected.

15. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Questions?

16. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Administrator Availability Go to My Profile>Availability tab Indicate when you’re available for appointments What type of appointments you’re available for

17. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Administrator Availability Day of Week: What day are you available? Build Slots by Day of Week: You’re available for this appointment every Monday at the same time Build Slots by Individual Day: You’re available for this appointment on this Monday only

18. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Administrator Availability Appointment Type: What type of appointment are you available for? Setting availability for different appointment types must be set up individually

19. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Administrator Availability Appointment Duration: Lets you know what the set duration and the duration displayed is to students for this particular appointment type. This will help determine how many appointments you’re able to take during the allotted time

20. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Administrator Availability Block Start and Block End: Set the start and end time that you’re available for this appointment on this day.

21. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Administrator Availability Hide From Student View: Should students be able to see this appointment availability? If selected, this appointment availability will not be visible to students Appointment must be booked by admin

22. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Administrator Availability Hide My Name: Should students be able to see the counselor’s name? If selected, students cannot see the counselor’s name for this appointment

23. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Administrator Availability Description: This text will appear next to the appointment and will also be included in confirmation email. Include your office location or brief description of appointment

24. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Creating Administrator Availability Description: This text will appear next to the appointment and will also be included in confirmation email. Include your office location or brief description of appointment

25. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Booking Appointments as Administrator Go to student’s profile and click on Make Appointment

26. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Booking Appointments as Administrator Select Appointment Type and Time Slot Confirm or Cancel

27. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Questions?

28. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Booking Appointments as a Student Under I want to… Click Make Appointment

29. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Booking Appointment as a Student Select Appointment Type and Time Slot

30. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Viewing Appointments as a Student Students can view appointments two ways Option 1: View My Activity>Appointment tab Option 2: Appointments Appear in Calendar

31. 2016 CSO System Training & Networking Conference / Copyright © 2016 #csoconf Questions