Appointment Center

Opening the Appointment Center

Note: Student-facing staff will only be listed in the Appointment Center if they have Availability set up for that location. To remove staff from the appointment center, staff or managers can remove their availability for that location.

The Appointment Center lets staff manage appointments at an individual location. To open Appointment Center, click the app switcher (icon of nine small boxes at top between the Connect with Support Team and Accessibility icons) and select Appointment Center. You can also open Additional Modes at the bottom right of the screen and select Appointment Center. This feature is primarily used by staff, especially front-desk workers or others who help to manage appointment scheduling at a specific location. Staff members will need to set up their calendar sync and availability to make Appointment Center's features useful.  

Once you open Appointment Center, select a location from the list. 

Your Location Appointment Center Page

Choosing a location opens the Scheduling Grid for that location. This grid can be narrowed down by Care Unit, Service, Course, Staff Member, Meeting Type, and Date/Time. While you cannot change the default hours from 8 am to 5 pm, but you can adjust the scheduling grid hours by changing the Start Time and End Time in the filters. 

Appointment Center also has a Location Switcher. When users need to change their Appointment Center location, they use the filter at the top of the main page and select a new Location from the dropdown. Once selected, Appointment Center reloads as the new Location. 

A user can have two separate Appointment Center locations loaded in two separate tabs and Navigate360 should work correctly in both. Note that only Locations the user has permission to access are shown in the dropdown. 

Staff, Service and Course filters interact in an intuitive way in Appointment Center. Any time you add or remove a selection in one of these three filters, the options available in the other filters will be narrowed or widened based on that selection. 

The Appointment Center has a calendar interface where available time for appointments are shown as white blocks and unavailable times as grey blocks. Staff members who only have campaign availability do not appear in the Appointment Center. 

If you click the Vertical Orientation button on the top right of the screen, you will be able to change the orientation of the staff and times if you would prefer one to be the column header over the other. 

Additionally, by clicking the Service Name button, you can choose to see appointments based on attendees or by the service the attendees are scheduled under.