Service & Quality are Everything

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Staff & Resource Management

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Staff and resources are the tutors, consultants, advisors, etc. and also workshops, rooms, computers and other equipment, desks, etc. you would like to list with availability on the schedule.

Most centers want all their staff members to be basic administrators, so you will likely have staff members who are listed on the schedule and who are basic administrators. You can add administrators--on the schedule or not--using the link to Administrative Access Management.


Chapter Sections

SECTION 1: Staff & Resource Management View, Adding a New Staff or Resource

SECTION 2: Duplicate Staff or Resources

SECTION 3: Administrative Access Management

SECTION 4: Options for Each Staff or Resource in the List

SECTION 5: ADD A NEW STAFF OR RESOURCE OR EDIT AN EXISTING ONE

SECTION 6: Staff or Resource Name

SECTION 7: Availability

SECTION 8: Available Dates (for this Staff or Resource)

SECTION 9: Schedule (Where this Staff or Resource is Listed)

SECTION 10: Minimum and Maximum Allowable Appointment Length

SECTION 11: Resource Bio or Related Information

SECTION 12: Location

SECTION 13: Focuses

SECTION 14: STAFF & RESOURCE OPTIONS

SECTION 15: Number of Appointments per Time Slot

SECTION 16: Limit the Number of Total Daily Appointments

SECTION 17: Limit the Number of Total Weekly Appointments

SECTION 18: In-Person & Online Availability

SECTION 19: Limit to Walk-Ins Only

SECTION 20: Online: Shared or Individual Rooms

SECTION 21: EMAIL-BASED OPTIONS

SECTION 22: Email Address

SECTION 23: Send Appointment Confirmation Messages

SECTION 24: Display Email Address

SECTION 25: Limit Editing of Client Report Forms

SECTION 26: Make Resource a Basic Administrator

SECTION 27: What to Check if a Basic Administrator Cannot Use Options

SECTION 28: How to Hide or Archive Staff or Resources

SECTION 29: Online-Only and Other Specific Hours

SECTION 30: Extra Appointments and Floating Tutors

SECTION 31: Check Before Deleting