This chapter lists the steps needed for overall setup at most centers and gives just enough information to quickly open and have clients (your students) start making appointments, without looking through schedule options and restrictions, without personalizing emails, and without looking at reports.
Each section covers a step of setup. Our instructions start with "go to...in your welcome menu." The welcome menu appears when you hover over "WELCOME..." (and your first name) on the left side of the blue bar at the top of the schedule view. You will see a list of areas that you, as a full administrator, can use, such as "Client & Record Management," "Schedule & Staff Management," etc. Some of these open a specific area, while others reveal additional options, such as "Schedule Management" under "Schedule & Staff Management."
In your welcome menu, the options under "Schedule & Staff Management" are listed in the order you will use them when setting up a schedule:
Schedule Management: A "schedule" means the overall framework that appears when you go to the schedule page, like a one-week calendar. The schedule hours should be the earliest the center ever opens to the latest the center ever closes, even when there are different hours on different days. Read through the options if you have time, and note that you can come back to edit your selections and emails anytime.
Staff & Resource Management: "Staff and resources" are the people and/or things that can have appointments made with them. Enter the names of your tutors, consultants, advisors, staff members, items (such as computer stations), workshops, etc. that you would like listed on your schedule.
Starting Availability Management: Select the initial set of available hours for the new staff and resources. All new staff and resources appear open all the time until you enter their hours. Starting Availability Management will automatically set their actual available vs. unavailable hours. (There are several methods of making changes to staff availability.)
SECTION 1: Register!
SECTION 2: Support Can Set Up Your First Schedule
SECTION 3: First: Add a New Schedule
SECTION 4: Second: Add New Staff or Resources
SECTION 5: Third: Enter Staff or Resource Availability
SECTION 6: Fourth: Edit Your Forms