Scheduler is the powerful management tool for one-on-one appointments or interviews.

📚 Articles in this series

Follow these articles in sequence to set up a Scheduler operation for your institution.

1. Creating a Scheduler Template

2. Creating a Scheduler Registration Form

3. External Calendar Integrations

4. Adding Availability

5. Display Availability in a Portal

6. Creating a Scheduler Session

7. Creating a Scheduler Report Form

8. Assigning Users to Scheduler Sessions

Events with one registrant

You might notice that Scheduler is quite similar to the Events module.

For example, a Scheduler template, analogous to an event template, likewise includes a registration form, communications, and basic details.

It’s easiest to understand Scheduler by the ways it differs from Events:

• Scheduler sessions are equivalent to events, but with a registration limit of 1.

• A report form can be associated with the Scheduler template, so that feedback can be submitted.

• When more than one Scheduler user has session availability at the same time, generated from the same template, and taking place in the same location, these sessions appear as a single time slot to the registrant.

Outlining your process in Scheduler

Take time to outline your process on paper before getting started within Slate and consider the following:

• Who conducts the appointments or interviews? This will help you determine who should have access to Scheduler.

• Who is interviewed? This will help you determine the scope of your Scheduler forms.

• How are slots scheduled? Consistent? Variable?

This is also a good opportunity to rethink the current process and move forward with a new Slate-based strategy.

Conducting Alumni Interviews?

Scheduler requires that the appointment holders or interviewers are Slate users. If an alumni network conducts interviews as well, use a portal to manage and assign alumni interviewers.

Next up: Creating a Scheduler template

Just like event templates, Scheduler templates save you time and effort by letting you configure components in a central location.

➡️ Creating a Scheduler Template