Adding or removing students from appointments

You can add or remove students after the appointment has been created. There are two ways to add students:

• the Students grid at the top of the window
• the Add Students and Add Students to Series menu options.

Students can only be removed from an appointment using the Scheduled Students grid.

Adding or removing students quickly from an appointment

You can add or remove students quickly from an appointment using the Students and Scheduled Students grids.

To add students to an appointment:

1. Find the appointment you want to edit.

   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. Click on the appointment.
3. Select the students in the Students grid.
4. Click .

   The students are added to the appointment.

To remove students from an appointment:

1. Find the appointment you want to edit.

   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. Click on the appointment.
3. Select the students in the Scheduled Students grid.
4. Click .

   The students are removed from the appointment.

Adding or removing students quickly from a series

To add students to a recurring appointment:

1. Find the appointment you want to edit.

   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. Click on the appointment.
3. Select the students in the Students grid.
4. Click .

   The students are added to the appointment series.

To remove students from an appointment:

1. Find the appointment you want to edit.

   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. Click on the appointment.
3. Select the students in the Scheduled Students grid.
4. Click .

   The students are removed from the appointment series.

Searching for students to add to an appointment

To search for students to add to an appointment:

1. Find the appointment you want to edit.

   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 appointment.
3. Select Add Students.

   Note: If you want to add students to all appointments in a series, select Add Students to Series.

   The Search Students window is displayed.

   

4. Type in a Student Name to search for.

   Tip: You can search using the student's preferred name or surname.

5. If necessary, limit the search by selecting a Student Campus.

   Tip: The Student Campus field will automatically default to the staff member's campus.

6. Click .

   The search results are displayed.

7. Click Select for any student you want to add to the appointment.
8. Repeat steps 4 through 7 until you have added all the students you want.
9. Click .

   The appointment is updated.

Searching for students to add to an entire appointment series

To search for students to add to an appointment:

1. Find the appointment you want to edit.

   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 appointment.
3. Select Add Students to Series.

   Note: If you want to add students to only one appointment in a series, select Add Students.

   The Search Students window is displayed.

   

4. Type in a Student Name to search on.

   Tip: You can search using the student's preferred name or surname.

5. If necessary, limit the search by selecting a Student Campus.
6. Click .

   The search results are displayed.

7. Click Select for any student you want to add to the appointment.
8. Repeat steps 4 through 7 until you have added all the students you want.
9. Click .

   The appointment series is updated.

Last modified: 11/10/2013 11:53:25 AM