Appointments

Student Success → Appointments is the advising calendar.

Before you start

• You need view appointments to open it and manage appointments to create or change appointments.

What you see

• A dashboard for the week: this week’s appointments, with toggles for no-shows and cancellations, the most common types, students without appointments, and a banner for scheduling conflicts.
• A calendar grid with a filter by appointment type.
• A calendar bar showing whether your calendar is connected, with Connect Google Calendar or Connect Microsoft 365 for your own availability.

Create an appointment

New Appointment opens an eight-step wizard that picks the advisor, the student from the roster, an available slot, the type and the details, then saves the appointment.

Manage an appointment

Select an appointment to open its panel: add notes, Complete, Reschedule or Cancel with a reason.

Reminders and nudges

Send reminder and the Nudge action for students without appointments go through the contact policy like any other message. See Messaging students.

Related

• Workspace for an institution-wide calendar connection