What is covered in this article?
Overview
The Appoints module in Enquiry Tracker allows you to schedule different types of appointments with families. These can be in person, via phone or web conference. Appointments are categorized by Appointment Type, such as Assessment, Interview, Meeting, Personal Tour, etc. The Appointment types can be easily customized to your specific needs. See Adding an Appointment Type to learn more about how to set these up.
Creating a new appointment
Follow the steps below to create a new event
- Go to Events > Appointments List
- Click the ADD APPOINTMENT button
- Fill in the relevant information for the event, including:
- Appointment Type
- Title
- Description (Optional)
- Date: this is the date the event will be held on.
- Start and End Time: both are required in order to send the correct calendar invite.
- Assignee
- CC Email Address(es)
- Campus: If your school is a multi-campus school you will need to specify the relevant campus.
-
Specify Location this is a drop down list with 3 fixed options:
- In-person
- Phone call
- We Conference
- Location will populate with the address of your school, but can be edited with other information such as phone number to call or web conference details
Once an appointment has been created it will also appear in the list when adding a family to an existing appointment.