You can create appointments in three ways:
- Quick Appointments, which creates an appointment in the selected timeslot using the class and students selected at the top of the window.
- Manual Appointments, which opens the Add Appointment window to allow you to specify the start and end dates, location and team.
- Blank Appointments, which creates an appointment with no class or students in the selected timeslot.
Note: These options may appear differently depending on your organisation's configuration settings. See EnableQuickCreation configuration setting in the System maintenance manual.
Creating quick appointments
To create a Quick Appointment:
- Select the class that you want to create an appointment for in the Class grid.
- Select the students that you want to create an appointment for in the Students grid.
- Find the day and time when you want to create an appointment.
Note: If the appointment is a week or more in advance, click to display the next week of the schedule, or click to go to an exact date. - Right click on the timeslot where you want to create an appointment.
- Select New Quick Appointment.
The appointment is created.
Creating manual appointments
To create a Manual Appointment:
- Select the class that you want to create an appointment for in the Class grid.
- Select the students that you want to create an appointment for in the Students grid.
- Find the day and time when you want to create an appointment.
Note: If the appointment is a week or more in advance, click to display the next week of the schedule, or click to go to an exact date. - Right click on the timeslot where you want to create an appointment.
Tip: To create an appointment with a different duration to the default, select the time of your appointment in the grid by holding down the Shift key and clicking the relevant timeslots in the grid. - Select New Manual Appointment.
The Add Appointment window is displayed. - Update the Start and End times, if required.
- Select the Room.
- Select the Team, if required.
- Select the Class Type, if required.
- Add a Comment, if required.
- Click .
The appointment is created.
Creating blank appointments
To create an appointment not connected to students or classes:
- Find the day and time when you want to create an appointment.
Note: If the appointment is a week or more in advance, click to display the next week of the schedule, or click to go to an exact date. - Right click on the timeslot where you want to create an appointment.
- Select New Blank Appointment.
A blank appointment is created.
Note: Any selected students are automatically added to the appointment and listed in the Scheduled Students field.