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Global System Settings

Cross-Schedule Limits

In Global System Settings (which you'll find under the "System Configuration" section of the Welcome menu), you can define a variety of system-wide settings and controls. The fifth section in Global System Settings, titled "Cross-Schedule Limits" and available by clicking "CROSS-SCHEDULE LIMITS" in the "JUMP TO" links, allows you to optionally set limits on the numbers of appointments that clients can schedule across all of your schedules. 

Global System Settings Cross-Schedule Limit Display
Cross-Schedule Limits

In Schedule Management, you can set limits on the number of appointments and/or minutes of appointment time that clients can make on a daily, weekly, monthly, or full schedule basis.  You can also prevent clients from making back-to-back appointments.  These limits, though, are applied on a per schedule basis.  The limits that you set here replace or override the identically-named limits in Schedule Management and apply or count the limit across all schedules.  

Cross-Schedule Limit Display in Schedule ManagementIn other words, if you set a two-appointments-per-day limit for a given schedule in Schedule Management, then a client will be able to make no more than two appointments on any given day on that schedule; however, the client could make additional appointments for the same day on other schedules that are available.  If you set a two-appointments-per-day limit in the "Cross-Schedule Limits" section of Global System Settings instead, then the same client would only be able to make a total of two appointments regardless of on which schedule those appointments appear.  

When a client makes an appointment in excess of any of your limits, the client is presented with an error that shows what limit was exceeded.  Because of this, we do recommend setting as few limits as possible in order to make scheduling as easy as possible.  In other words, if you have sixty minute increments on your schedule and want to limit clients to a single daily appointment, you wouldn't need to set the maximum number of daily appointments to "1" and the maximum minutes of daily appointments to "60."  Setting just one of the two would accomplish your goal.


MAXIMUM NUMBER OF APPOINTMENTS: These options define the number of appointments that a client can make per day, per week, per month, or across all schedules.  In WCONLINE, a month refers to the calendar month (such as appointments in April), and a week spans from Monday to Sunday.


MAXIMUM MINUTES OF APPOINTMENTS: These options define the amount of time of appointments, in minutes, that a client can make per day, per week, per month, or across all schedules.


PREVENT BACK-TO-BACK APPOINTMENTS: This option allows you to prevent a single client from making back-to-back appointments even if those appointments were made on separate schedules.  If implemented, a client wouldn't be able to make an appointment from 1pm-2pm and another appointment from 2pm-3pm even if the second appointment was made on a different schedule than that of the first appointment.


REQUIRED LENGTH OF ONLINE APPOINTMENTS and REQUIRED LENGTH OF ETUTORING APPOINTMENTS: These options allow you to choose required lengths of online and eTutoring appointments that can be different from the minimum and maximum lengths set in Staff & Resource Management and that are automatically applied based on appointment type, not staff or resource. This means an individual staff or resource can offer different appointment lengths based on a client's selection of online or eTutoring.

 


Global System Settings

SECTION 1: Introductory Settings

SECTION 2: General Settings

SECTION 3: File Upload-Specific Settings

SECTION 4: Registration-Specific Settings

SECTION 5: Cross-Schedule Limits

SECTION 6: Appointment, Unavailable Time, and System Colors

SECTION 7: Social Media

SECTION 8: No-Show Policy and Enforcement

SECTION 9: Control Panel & Feature Access

SECTION 10: System Integrations

SECTION 11: Language Options

SECTION 12: Authentication Options

WCONLINE Product Manual

The product manual is available completely online. Choose a chapter from the list below or use the search tool to perform a keyword search.

CH 1: Welcome

GENERAL INFORMATION

CH 2: Data Collection & Forms

CH 3: Access, Access Levels, and the Schedule

CH 4: Synchronous Online Meetings

WELCOME MENU/CONTROL PANELS

CH 5: Update Profile & Email Options

CH 6: Client & Record Management

CH 7: Schedule Management

CH 8: Staff and Resource Management

CH 9: Starting Availability Management

CH 10: Blackout Times Management

CH 11: Announcement Management

CH 12: Mass Email Tool

CH 13: System Data Export

CH 14: Report: System Statistics

CH 15: Report: Master Listings

CH 16: Report: System Utilization

CH 17: Global System Settings

CH 18: Form Setup: System Forms

CH 19: Module Setup: Early Alerts & Flags

CH 20: Module Setup: Survey

CH 21: Module Setup: Time Clock

FAQs

CH 22: Frequently Asked Questions

This manual applies to the current version of WCONLINE® and is constantly updated as new features are released.