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Appointments Configuration

How to Access: Advanced Options > Settings > Appointments

Purpose: This page is used to configure Appointments rules and features in AccuCampus.


Options



Scope

  • Setting Scope selection - Select from this list the scope to create/edit the configuration, you can leave it at the Account Level for global settings first, then you can change it to a Location to do some changes as needed. To learn how to change scopes see the next chapter.


1-Disable appointments scheduling - Use this option to disable appointment scheduling for the Scope selected above.

Appointments-scheduling is one of the main features in AccuCampus, it is highly recommended to have a meeting with the school/center directives and discuss this before doing it.


2-Service Selection

  • Service Selection - Select between AUTO to show the services in the appointment or DISABLED if you will not require the user to select Services.
  • Allow selecting none - Select this option to make Services selection optional.
  • Allow selecting multiple services - Select this option to allow users to create appointments with multiple Services. This is unusual.

3-Event Selection

  • Event Selection -Choose whether an event can be selected as part of an appointment. You can also allow users to select “none.”

4-Staff Selection

  • Staff Selection - Allow the attendee to select a specific staff member when scheduling an appointment. If unchecked, the attendee will be shown all available staff members.
  • Allow Creating Appointments - Choose the time frames during which appointments can be made.

5-Allow creating appointments

  • Duration Restrictions - Choose the minimum, maximum, and default length of appointments.

6-Count Visit Towards Appointment

  • Count Visit Towards Appointment - Set limits on how early or late an attendee can sign in (and still be counted as attending the appointment). It also allows you to set a minimum amount of time for an attendee to be signed in for the appointment to count.

7-Maximum Appointment Time Per Week

  • Maximum Appointment Time Per Week - Use this option to set limits on the total amount of time an attendee or staff member can be in appointments for a week. This is typically set at the location level, not the global level.

8-Maximum # Of Appointments Per Week

  • Maximum # Of Appointments Per Week - Use this option to set the maximum number of appointments per week that a staff member or attendee can attend. This is typically set at the location level, not the global level.

9-Appointment Actions Restrictions

  • Appointment Actions Restrictions - Use this option to set restrictions on editing, canceling, and restoring appointments by all users.

10-No-Show Restrictions

  • No-Show Restrictions - Use this option to set limits on how many “no-shows” an attendee can have before they are no longer allowed to make appointments.

11-Back To Back Restrictions

  • Back To Back Restrictions - Use this option to create a time buffer between appointments.

12-Group Appointment Restrictions

  • Group Appointment Restrictions -Use this option to decide if staff members must assist with events.

13-Reminders

  • Reminders - This triggers a reminder notice for appointments at a set time period prior to the appointment.

14-Instructions

  • Instructions - Use this option to present information such as rules and instructions to users when they are making an appointment.
  • SAVE BUTTON - This option saves the configuration.
Make sure the configuration is correct AND that your scope is set to what you want to change BEFORE saving, some changes can not be recovered






How to change scopes

In this area you can see what is the current scope, in this case, it is set to the Account Scope, to change it to another scope click “Change”:

  • Type to Search- Type in a Location name so AccuCampus can autocomplete or click the magnifying icon to see the list and select:
  • Set Scope- Click this option to set the scope to the Location selected in the previous step.
  • Set Account Level- Click this option to set the School Level.
  • Cancel- Click this option to go back without saving.


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