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Scheduling a General Appointment

  1. Select Schedule an Appointment from the sidebar. If selecting from the student profile, the student will be pre-populated in the attendees box. 
  2. Select the Care Unit, Location, and Service from the filter panel. If the service requires a course or your appointment is course-related, select the Course as well. After that, select Meeting Type from the filter. 
  3. Select the organizer for the appointment. After selecting an organizer, a grid showing available dates and times appears. The grid will show all possible appointments based on the availabilities for the Service in the week that corresponds to the date selected in the Select a Date calendar in the filters section. 
  4. If you do not choose an appointment length, it will default to 30 minutes. You can also adjust the availabilities shown on the grid by choosing a different option from the Availabilities drop-down menu. Note that if you unlock non-available or conflicted times, this may cause schedule conflicts, and availability information, including links to the zoom room, phone number, and special instructions will not be included and should be added in the comments box by editing the appointment after is it is created. Choosing multiple adjacent times will merge into one appointment the length of all the selected times added together. 
  5. If the appointment needs to repeat, choose the frequency of repetition from the Repeat menu (note this is the only method for creating recurring appointments). 
  6. Select what reminders need to be sent to who from the Reminders section of the filters. You can send either email or text reminders to the organizer of the appointment, the non-organizers (the attendees and any student support staff who is informed when the student has an appointment, e.g. a coach or main advisor), both, or neither. 
  7. Once you have set the appointment details, click Save Appointment to create the appointment. It is added to the organizer’s calendar and a notice is sent to the student’s email from Navigate360.