Via Appointment Manager or Scheduler

To Schedule Through Appointment Manager:

1. Click Appointment Manager in the lower-left corner of your screen.
2. Click New Appointment in the upper-right corner of the window that appears.
3. Search for and select the name of the advisee you would like to schedule an appointment with in the Invitee(s) field.
4. Select the location of the appointment from the Location drop-down menu.
   1. This menu is populated by the locations designated in your Availability settings. Information about all Availability settings can be found in the overview of appointment settings.
   2. A note about virtual appointments: If doing virtual advising, it is suggested that you add virtual appointments as an appointment location option according to the section about appointment location settings, instead of assigning each meeting a unique link. If you are assigning each appointment its own virtual meeting link, click the Web Meeting checkbox and paste the unique meeting link in the Web Meeting Link textbox.
5. Select a topic from the Topic drop-down menu.
6. Select a subtopic from the Subtopic drop-down menu.
7. Enter an appropriate appointment subject and description.
8. Under the “Date and Time” heading, you can select Predefined Availability (which looks only at the hours you have already made available) or One-Off Availability (which ignores all Availability configuration and related settings). If you choose One-Off Availability, you’ll be able to schedule a last-minute appointment for any length you choose.
   • To schedule through Predefined Availability:
     1. Click on the days of the calendar to see a list of available time slots for that day appear to the right of the calendar.
     2. You can also click the First Available button to populate a list of your first available time slots.
     3. Select a time slot from the list by clicking on the bubble that corresponds to it. Continue to step 9.
   • To schedule a One-Off Appointment:
     1. Click One-Off Appointment under the “Date and Time” heading.
     2. Select what you would like the start and end dates and times to be.
9. Click Save at the bottom of the screen to create the appointment.

To Schedule Through Appointment Scheduler on the Home Page:

1. Navigate to the Home Page from the main drop-down menu.
2. Click Appointment Scheduler.
   
3. Search / select advisor or team under “Assigned Support Staff Member.”
4. Search / select student Invitee (search by name, UID, or email).
5. Select a Topic.
6. Write an optional Description.
7. Select Date, Time slot, and Location.
   • Note: The One-Off option is not available here.
   • Use the First Available option to search within a 7-day window.
8. Click Save.