- 21 Nov 2024
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Scheduler Overview
- Updated 21 Nov 2024
- 1 minute read
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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.
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.