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. Creating a Scheduler Template C...

Scheduler templates let you batch-create slots without requiring additional configuration. If you need to make changes to these items after the slots are created, you only need to make those changes to the template. Creating a scheduler templ...

With a Scheduler template created , we can create an associated form for registrants to fill out. Each session associated with the template uses this same form: update the registration form and it updates for all associated availability slots. O...

You can integrate your calendar with Slate, either directly with Microsoft 365 or Google calendars, or via an iCal feed. These integrations let you add institutional calendars, staff calendars, and availability information directly into the Slat...

With Availability (formerly Active Scheduler), appointment facilitators can set their own availability windows within a given date range. This availability powers a Scheduler portal widget display dynamic Scheduler slots for appointment regi...

You can display an aggregate of multiple user’s schedules in a portal or Express Portal using the Scheduler widget. Before you begin This article assumes a familiarity with traditional portals or Express Portals. 📖 Further reading Cre...

You can create individual appointments in Scheduler by selecting New Session . Sessions must be provisioned from a template . Creating a Scheduler session Begin by selecting Events from the main navigation. Select Scheduler . Then, select...

A report form can be attached to Scheduler slots, so staff can easily submit information about the appointment. How it works Interviewers access the form by clicking a personalized report form link. The form is automatically associated with the ...

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 i...