Pre-assign users to slots

If the appointment holders or interviewers are to be assigned to certain slots, the appropriate user can be configured when slots are created from the template.

For example, Counselor Dan and Counselor Lucy always hold interviews every Monday, Wednesday, and Friday at 9:00 am and 10:00 am.

📝 Note

• Multiple slots scheduled at the same time appear as a single slot on the  public-facing registration page, as long as slots remain available.

• When the last available slot is taken, the slot no longer appears as an available time.

• Registrants  do not see the user assigned to a slot and the slot assignment is  random if there are multiple slots available at that time.

Post-assign users to slots

If user assignments are done after a constituent has registered for a slot, or after the slots have been created, navigate to an individual slot and update the User configuration.

Batch manage slots

Use the Configurable Joins - Related - Form base in the query tool to isolate slots and batch manage configurations. Add the Type direct filter and select Scheduler, then make sure to add at least one export.

For example, Counselor Dan might go on vacation for one week, and he already has interview slots assigned to him during that time. Use filters to find interview slots that are assigned to Counselor Dan. Use date filters to restrict results to only those slots scheduled during the week Counselor Dan is on vacation.

After running the query, select the Form/Event Output and click Export. Use the Form/Event Management popup to batch manage the configuration settings for interview slots:

• Form / Event Property: User

• User: Select the User