Creating appointments

You can create appointments in three ways:

• Quick Appointments, which creates an appointment in the selected timeslot using the class and students selected at the top of the window.
• Manual Appointments, which opens the Add Appointment window to allow you to specify the start and end dates, location and team.
• Blank Appointments, which creates an appointment with no class or students in the selected timeslot.

  Note: These options may appear differently depending on your organisation's configuration settings. See EnableQuickCreation configuration setting in the System maintenance manual.

Creating quick appointments

To create a Quick Appointment:

1. Select the class that you want to create an appointment for in the Class grid.
2. Select the students that you want to create an appointment for in the Students grid.
3. Find the day and time when you want to create an appointment.

   Note: If the appointment is a week or more in advance, click to display the next week of the schedule, or click to go to an exact date.

4. Right click on the timeslot where you want to create an appointment.
5. Select New Quick Appointment.

   The appointment is created.

Creating manual appointments

To create a Manual Appointment:

1. Select the class that you want to create an appointment for in the Class grid.
2. Select the students that you want to create an appointment for in the Students grid.
3. Find the day and time when you want to create an appointment.

   Note: If the appointment is a week or more in advance, click to display the next week of the schedule, or click to go to an exact date.

4. Right click on the timeslot where you want to create an appointment.

   Tip: To create an appointment with a different duration to the default, select the time of your appointment in the grid by holding down the Shift key and clicking the relevant timeslots in the grid.

5. Select New Manual Appointment.

   The Add Appointment window is displayed.

   

6. Update the Start and End times, if required.
7. Select the Room.
8. Select the Team, if required.
9. Select the Class Type, if required.
10. Add a Comment, if required.
11. Click .

    The appointment is created.

Creating blank appointments

To create an appointment not connected to students or classes:

1. Find the day and time when you want to create an appointment.

   Note: If the appointment is a week or more in advance, click to display the next week of the schedule, or click to go to an exact date.

2. Right click on the timeslot where you want to create an appointment.
3. Select New Blank Appointment.

   A blank appointment is created.

   Note: Any selected students are automatically added to the appointment and listed in the Scheduled Students field.

Last modified: 7/03/2013 3:44:02 PM