Quick Start Guides for Students

We have found that several of our customers take the times to build their own guides on how to do the common tasks. This time, we have built some “manuals” that might help centers guide their students to the use of Accudemia.

We have built 2 guides. You can use the first one if you want students to use the Wizard method to create appointments. Otherwise, you can publish the second guide if you think the New Appointment method fits better your needs. I’m publishing both guides in PDF format and in Word format, use the latter if you want to customize it before publishing it. If you share the PDF version, it will get automatically updated when we release a new version of Accudemia, so you decide.

Guides:

Full Guide PDF (Using Wizard for Appointments)

Full Guide PDF (Using New Appointments method)

Template guides can be downloaded here.

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Did you know? You can create groups from filtered reports

On reports: when you create and filter a report it "automatically" creates a User Group. After creating a report that you need, where you have filtered all of the students with " MATH "(Subject Areas), selected only the " Freshman "(Student Demographic) who have visited the center for " Tutoring "(Service Type) more than 3 times on a Visitor History report you decide you want to save that group and call them " Freshman needing Math Help ." You can do this after you run that report by visiting the User Accounts > Groups section on the left-side navigation panel. Once there simply click on the Report Generated Groups tab, then click on the report you just ran, and click edit . At this point you can name the group and hit save changes and the group will now be available for you to use as a group filter in future reports.

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) Cli

Create Virtual Appointment Sessions

Just released! Watch the introductory video: Read this guide for more information

Accudemia Official Blog

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