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setting_up_appointments

Setting Up Appointments - Generating Appointments Roster

1. Setup your Appointment Calendar

go to Members - Select Boxes - Appointment Preferences - New

Enter the session start and end time, if your session starts at say 9:15 then select from the second box as below

  • No Appointments = how many members you will have in the library for each 15 minute time slot
  • Location = for multi-branch toy libraries only
  • Weekday = Weekday you will open
  • start time - select 2 boxes, hour and 15 minute start time
  • end time = select 2 boxes, hour and 15 minute start time

once the form is filled in, press Save

here is an example (Caversham Toy Library)

Below will generate 2 sessions on a Saturday from 10am - 2pm and from 6pm - 8pm, and allow 4 members to visit during each 15 minute time slot.

2. Generate Calendar

go to Members - Appointments

rhs of page click Generate Roster

Select the Start Date, when you want to start the Appointments could be this Saturday 21 March 2020 Select the End Date, when you want to end the appointments could be 6 weeks from the 21st March - 2nd May 2020

press Generate

Delete Days for Fortnightly Openings

If your Library plans to open every fortnight, then delete the days the Toy Library will not be open

for example if you are not open on Saturday the 28th March then

Start Date = 2020-03-28 End Date = 202-03-28

IMPORTANT NOTE: the arrow to select the month is a light grey and not easy to see, if you hover over the RHS of the month and click the calendar will go to the next month

Your Appointments Calendar is ready to go and will look something like below

Instructions for members to book an appointment here

setting_up_appointments.txt · Last modified: 2020/03/19 08:11 by mibase

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