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Scheduling an Appointment

The following article explains the various ways an advisor can schedule an advising appointment. In each instance, once the appointment is scheduled it will: 

  • appear on your calendar

  • both you and the student will receive an email confirmation with appointment details

  • an advising note placeholder will be auto-generated

Create an appointment the Available Appointments View

If you have already set up your calendar and created appointment slots, you can schedule appointments from the available appointments tab on the calendar.


Filter by appointment status to find available appointments slots and select a row to schedule. 

Enter a student name for the field labeled 'Appointment with' and scroll down to enter appointment information.   


Update the modality & location, choose session topics, add session notes (visible to the student) and intake notes (not visible to the student), and click Schedule Appointment.

The appointment will appear on your calendar. Both you and the student will receive an email confirmation with appointment details.


Create an appointment from advising hours 

An appointment can be scheduled by clicking available advising slots, then selecting the Schedule Appointment tab.

Enter the student’s name and select an appointment slot.

Update information for the remaining appointment fields. These include: 

  • Appointment Modality
  • Session topics 
  • Engagement Opportunities 
  • Intake Note (not visible to the student) 
  • Session Note (visible to the student)

 


 

 

Once you’ve completed the form click the schedule appointment button. The appointment will appear on your calendar and both you and the student will receive an email confirmation with appointment details.

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