Skip to main content

Recurring Appointments Now Available

Image
By
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 selection.


Finally, click Confirm to schedule all the appointments at once.

Have feedback? Drop us a comment below!

Labels:

Comments

  1. AnnaOctober 31, 2019 at 1:54 PM

    Is it possible to remove the option of recurring appointments?

    ReplyDelete
    Replies
    1. Diego JancicOctober 31, 2019 at 1:57 PM

      Hi Anna! No, it's currently not possible. If you are having problems with it, I would recommend you to have your main account administrator contact Accudemia support and explain your case. That way we can see what we can do.

      Delete

Post a Comment

Popular posts from this blog

Did you know? You can create groups from filtered reports

By
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.
Post a Comment
Read more

Sign-In and Appointment Restrictions

By
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
Post a Comment
Read more

Create Virtual Appointment Sessions

By
Just released! Watch the introductory video: Read this guide for more information
Post a Comment
Read more