Manage Appointments

The Manage Appointments page allows an Admin user to move scheduled appointments from one staffer to another. 

If a staffer has students scheduled to them but needs to quickly move them to another staffer on the current date, the quickest way to do so is by using the Take Attendance page. Select Take Attendance on the Dashboard. If you are an admin and need to move students not for yourself but for another staffer, select their name in the Select Staffer dropdown. The list of scheduled students will be displayed. Then click Manage Appointments.

1. On the Manage Appointments page, there are 3 columns you will be working with. In the first, you will see staffer you selected and the scheduled students, loaded automatically. Note: If you accessed this page from Admin > Manage Appointments and not the Take Attendance page, you will need to select the date, flex period, and staffer in order to get the list of scheduled students.

2. Next, select the students you want to move. To move all of them check the 'All' box, or to move individual students select the checkbox next to their name. This will move them to the Students to Move column.

To de-select students in Students to Move, just select the checkbox next to their name again, or choose Remove All. Once you have the list of students you want to move, you will be selecting where to move them to in the Schedule Appointment column. The toggles at the top allow you to hide courses that are Homebase, or hide courses with no available seats. By default these are switched off.

3. Lastly, choose to schedule to a staffer and choose the department and course, or select Schedule to Homebase to move each student to their respective homebase. Add a comment if needed, and check the Auto Increase Seats box if you need to make sure there is enough room at the location.

Click 'Save' to schedule the students and they will be moved! If there are any issues with this process and some students can't be scheduled, you will receive feedback on the page about what went wrong.

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