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Recurring Appointments Now Available

With Accudemia v7.0 we have incredibly simplified the process of making appointments. First, we have changed the flow from an open-search approach to a step by step wizard. Second, we have simplified the number of options displayed at the same time to reduce the complexity of the screen.

Now, we are launching one of the features that was missing for this process and that's the ability to schedule recurring appointments.



In order to create a new appointment, now you need to click on "Setup Recurrence" in the last step. Then select the recurrence pattern and end date.

Two common recurrence patterns are offered: weekly on the same day of your appointment or Monday through Friday. Also, you have the option to select Custom and specify which days of the week it should repeat or every how many months.

At the bottom, you can select until when it will repeat. Either specifying the number of occurrences or the end date.  Look at the 3-month calendar on the right to preview the se…
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Per-Service Options for Waiting Line and Appointments

As requested by our users, we have added new per-service options in Accudemia.

The first of the options allows you to keep a waiting line in the center only for certain services. For example, if you offer tutoring but also let students study by themselves, you might want to have a waiting line for those who require a tutor to be available. However those who are going to study without help can sign-in without delay.

The second addition is the option to hide a service from the suggestions when creating a new appointment. Some services might not be available for appointments and now you can simplify the new appointment screen by hiding them.

To edit those options, go to your center details under Centers & Classrooms and click on the Services tab:


Then, when you add or edit a service, you'll see both options available:


If you haven't migrated to Accudemia 7.0 yet, you won't see the "Hide suggestions from new appointment screen" option, since that only applies to …

Sign-In and Appointment Restrictions

We are excited to announce that we are introducing 2 new features today. When the students sign-in or create an appointment, now you can limit what courses and staff members to display.

There are 2 types of restrictions available that you can use:
The first one is the Student-Staff Member Association. This lets you assign specific staff member to specific students, so you can decide who works with who.The second one is the Service-Subject Area Association. That means that only certain courses will be displayed when a service is selected. For example, certain services like Tutoring might require all the student courses to be displayed, while a Self Study service might require the students to select a different kind of activity only for tracking purposes.

The restrictions can be found under Administration > Restrictions in Accudemia 7.0. Once there, select the restriction type you want to edit.

Then,
1) Select the Center you want to apply the restriction to.
2) Click on "+ New As…

Creating Appointment Direct Link

Starting today, there's an easier way for staff members to let students create appointment with them.
If you are tutor, advisor or any other staff member that uses Accudemia daily to work with students, you can create a link that lets them directly schedule an appointment with you. First, click on your name and select Account:


Then, click on “Create Link”:


That will take you to a different screen where you can pick your unique link.
Select the short name you want to use and click on Save Link to start using it!



The link will be completely unique across Accudemia and, when shared, will let your student make an appointment directly with you.
Copy your link and share it!



If you are an administrator you can also create links for your staff members. Just go to Administration > User Accounts, search the staff member you want to create the link for, and click on the "Appt Link" toolbar button after selecting it.

Let us know how it worked for you in the comments below.

New: Non-Anonymous Survey Report

We have just launched a new option to view survey results including the student data. Previously, all survey results were anonymous but, with this change, it's possible to allow administrators to view who completed the surveys that are associated to a specific session.In order to view this new report, user need to have access to it. Enable access by editing the user and adding the "View Non-Anonymous Survey Results" permission. This permission was assigned by default to the main account administrators. Other system users or technical contacts do not have access by default.If your account has access to this report, you will see the report listed as "Session Log with Surveys Results Incl. Student Data".Execute and download the report in either Excel or plain CSV format. This report is intended for small surveys mainly as all the results will be shown inside the same cell for each result. Look at an example here:

Schedule Reports to be Sent Automatically

We have just released a new feature in Accudemia that allows power-users and administrators to send reports automatically.In order to schedule a report, go to the Reports screen, select the report you want and the filters as you would do to view it normally. If you have the appropriate permissions, you'll see a new button "Schedule Report":When clicked, you will be guided through a 5-step wizard:1) Start: Enter a descriptive name of the report you are scheduling. Since this Name will be shown to the user receiving the report, you can use to describe what it is and how it’s filtered. If you are sending this to other users (eg, Instructors) you might, you can for example enter “Last 30 days of your students’ activity”.2) Schedule: This is when the report will be sent. The max frequency is daily and you can pick at around what time it will be sent.3) Recipients: Select who will receive the report. It can be either all active instructors, all active tutors, specific users, y…

Advisor? Counselor? Tutor? Pick what suits you best.

As part of our Accudemia upgrade plan, we are introducing new changes we believe you will enjoy. Accudemia is designed to work in multiple centers and each center has its own preferences and its own way to work. That has been possible since the very beginning, with the exception of choosing what terminology it should use.Starting today, each center can pick what terminology to use for its staff members. Running a Tutoring Center? An Advising Center? Now it's possible to decide exactly what word it should use depending on the context.Accudemia supports changing the terminology for Tutor (and its derivates Tutors and Tutoring) at a global level and also per center. The global term is used when a center context is not available, such as when listing all users under User Accounts. All these new configurations can be found in the Control Panel, under the Terminology section.Recommendation: Our recommendation is to set the global term to be Staff Member and then use Tutor, Advisor, Coun…