Scheduler Overview
  • 21 Nov 2024
  • 1 minute read
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Scheduler Overview

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Article summary

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


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