Appointment Scheduling Options

Do you need to make an appointment on a student’s behalf? There are now three different ways to make that appointment.

Appointment Scheduling Guidelines

Appointment is more than 24 hours in the future

Use the Scheduling Wizard or the Advisor Directory

Using the wizard ensure that advisor shifts are utilized in scheduling and avoids double booking
Using the wizard also ensures that the appropriate appointment confirmations and reminder emails are sent to the student.

screen flow to schedule an appointment using the wizard

The appointment is less than 24 hours but more than 1 hour in the future

Use the Create Appointment Button from the Action Launcher!

Using the Create Appointment button does NOT look at shifts or calendar availability so unless you are verifying availability, it’s possible to double book an advisor
When using the Create Appointment button, the student will get a confirmation email and a 1 hour reminder, but will not receive the 24 hour reminder

screen flow to create an appointment using the create appointment button

The appointment is less than 1 hour in the future

Use Lobby Management/Drop-in!

Using the Lobby Management does NOT look at shifts or calendar availability so unless you are verifying availability, it’s possible to double book an advisor
Lobby Management does NOT send any confirmation or reminder emails to a student
Using Lobby Management precludes the option of a virtual appointment. Lobby Management is only available for In-Person scheduling