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Schedule Management

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A "schedule" in WCONLINE displays availability at your center. Administrators can set options that apply to each schedule--such as the numbers of appointments students can make per day and per week, the times and time increments that should be displayed on the schedule view, and customized appointment and reminder emails.

You will see your schedule names in drop-down menus at the top of the schedule view and in reports. Your students will use the schedule name or names to choose the center or type of tutoring, advising, testing, etc., and then make appointments on that schedule. You can run reports by schedule by selecting a schedule to see only the data on that schedule. For example, if you have a writing center, a math center, and an advising center, each one would logically be a schedule, because students would select a name based on, "I need help with..." (writing vs. math vs. advising). And, you might check System Statistics for your whole site, for only the math center, for sophomores visiting the math center, etc.

If you are setting up a new schedule, start in Schedule Management. Add the schedule's name and read through the options and limits to decide which you would like to use, and personalize your emails.

In the list of schedules in Schedule Management, use the links below each schedule's name to open the Master Listings Report, and also use options at the top to add new schedules or set holidays and closed days.


Chapter Sections

SECTION 1: Schedule Management View, Adding a New Schedule

SECTION 2: Holiday and Closure Management

SECTION 3: Options for Each Schedule in the List

SECTION 4: ADD A NEW SCHEDULE OR EDIT AN EXISTING SCHEDULE

SECTION 5: Schedule Title

SECTION 6: Availability

SECTION 7: Available Times

SECTION 8: Schedule Increments

SECTION 9: Available Dates

SECTION 10: Weekly Closed Days

SECTION 11: SCHEDULE OPTIONS

SECTION 12: Display the Schedule...

SECTION 13: Use the Waiting List

SECTION 14: Slot Scheduling Only

SECTION 15: Allow Staff or Resource Selection by Focus

SECTION 16: Opt-Out of Survey Emails

SECTION 17: Display Staff or Resources...

SECTION 18: How Many Days to Show on the Schedule Display

SECTION 19: Allow Files to be Attached to Appointments

SECTION 20: Exclude from Local Time Scheduling Limit

SECTION 21: Schedule Direct Access Code

SECTION 22: Enable Alternating Time Blocks Customization

SECTION 23: CLIENT SCHEDULING LIMITS

SECTION 24: Maximum NUMBER of Appointments and MINUTES of Appointment Time

SECTION 25: Prevent Back-to-Back Appointments

SECTION 26: Limit Scheduling Availability

SECTION 27: Prevent Multiple Appts. at Same Time and Day

SECTION 28: Require a Specific Appointment Starting Time

SECTION 29: Limit Active Appointments

SECTION 30: Limit Number of Days Available for Scheduling

SECTION 31: Limit When Appts. can be Canceled or Modified

SECTION 32: SCHEDULE-RELATED EMAILS

SECTION 33: Appointment Confirmation and Optional Distinct Cancelation Email

SECTION 34: Reminder Email and Text

SECTION 35: Waiting List Email and Text

SECTION 36: NON-STANDARD (A/B) REPEATING SCHEDULE SETUP

SECTION 37: Non-Standard (A/B) Repeating Schedule Setup