Front desk staff can move, change, or cancel an appointment directly in the Appointment Center. This allows them to see all student-facing staff availability and easily switch appointments from one staff person to another or otherview use a visual flow for changing appointments.
To edit an appointment, tap or click the appointment block to see time, organizer, and student details. This brings up the Manage Appointment box. In the Appointment Center, if an appointment has not yet occurred, front desk staff can follow the Changing or Cancelling and Appointment instructions to message attendees, or change or cancel an appointment. In addition to these options, front desk staff can also:
- Move an Appointment- opens the Appointment Center again, with a yellow bar at the top of the daily schedule view, allowing staff to choose a new time and/or staff person to move the appointment to. Click cancel on the yellow bar to cancel moving the appointment.
- Check in an Appointment- allows front desk staff to check in a student who has arrived for their appointment, letting the student-facing staff person know that their appointment has arrived.