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Getting started
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What's New - Release Notes
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Masters
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Recruitment
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Allocations
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Finance
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Your Members
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Your Clients
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Client Portal 2.0
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Reporting
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Growth Modules
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FAQs
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Roadmap
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Webinar Library
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Printer Kit
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Additional Services
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Online Store
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Version X - Growth Modules
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Version X - Reporting
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Verison X - FAQ
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Version X - Allocations
Appointment Scheduler
The Appoinmtent Scheduler is where all interviews previous and upcoming are located within a calendar
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You are able to;
- Calendar Display
- Search for an Appointment
- Book an Appointment
- Reschedule an Appointment
- Cancel an Appointment
Calendar Display
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You are able to change the display of the Calendar by
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Day
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Week
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Month
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Timeline
Within the Display there is also this
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The two arrows allow you to go forward or backwards in date
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If you select this it will take you to your appointment for today
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This allows you to go directly to a date using a Calendar format
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Search for an Appointment
When searching for an appointment you are able to search by
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Recruiter Name
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Relationship Office
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Appointee Name
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Select your filters and click Get My Appointments
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This will load up only those appointments below
Book an Appointment
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Select the calendar time you would like and right click
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Select New Appointment
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Complete Fields - Either for Applicant, Member or Others
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Save
Reschedule an Appointment
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Select the Appointment you want to reschedule by double clicking on it
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Update the fields as required and click save
Cancel an Appointment
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Locate the Appointment you want to cancel
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right click and select delete
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Select Ok