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setting_up_appointments [2020/03/19 06:49] – created mibasesetting_up_appointments [2020/03/19 08:11] (current) mibase
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 ===== Setting Up Appointments - Generating Appointments Roster ===== ===== Setting Up Appointments - Generating Appointments Roster =====
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 +===== 1. Setup your Appointment Calendar =====
 +
 +
 +
 +go to **Members - Select Boxes - Appointment Preferences - New **
 +
 +{{:appointments:image_14.jpg?200|}}
 +
 +Enter the session start and end time, if your session starts at say 9:15 then select from the second box as below
 +
 +{{:appointments:image_21.jpg?800|}}
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 +  * **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.
 +
 +{{:appointments:image_22.jpg?800|}}
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 +=====2. Generate Calendar =====
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 +go to **Members - Appointments**
 +
 +rhs of page click **Generate Roster**
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 +{{:appointments:image_13.jpg?600|}}
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 +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**
 +
 +{{:appointments:image_18.jpg?600|}}
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 +
 +===== Delete Days for Fortnightly Openings =====
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 +
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 +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
 +
 +{{:appointments:image_19.jpg?800|}}
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 +** 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**
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 +{{:appointments:image_20.jpg?200|}}
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 +Your Appointments Calendar is ready to go and will look something like below
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 +{{:appointments:image_23.jpg?600|}}
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 +Instructions for members to book an appointment [[member_appointments|here]]
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setting_up_appointments.1584560999.txt.gz · Last modified: 2020/03/19 06:49 by mibase

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