The following types of appointments and events are available for scheduling via the Calendar module:
Plans and Reviews
TIP: While Group Activities are also displayed on the Calendar along with the above event types, they can only be scheduled from Group Schedule Setup in the Services-Group module.
To use the Calendar to schedule an appointment/event of any of the types listed above, complete the following steps:
A scheduling pop-up is displayed.
NOTE: During the scheduling process you may receive up to two notification messages designed to alert you to potential issues with the new appointment/event:
Off Hours Meeting Time - If you are scheduling a staff event or staff training and the meeting/training time is not between 6am and 11pm you will receive an off hours notification. To proceed with scheduling the meeting/training as is, click CONFIRM. To return to the meeting/training details to make changes, click your browser's Back button.
Scheduling Conflict - Depending on the type of appointment/event being scheduled, AWARDS will check the schedule for the appointment / event's location, client(s), and/or staff and flag any potential conflicts with already scheduled appointments / events. If a possible conflict is identified, you will receive a scheduling conflict notification. To proceed with scheduling the appointment/event as is, click SCHEDULE ANYWAY. To return to the appointment/event details to make changes, click your browser's Back button.
When you have finished scheduling your appointment/event, one of the following will happen based on the type of appointment/event you are working with:
You will automatically be returned to the Calendar where the newly scheduled appointment/event is now displayed.
You will be shown a confirmation pop-up or page from which you can click Close to return to the Calendar, or Edit to make changes to the appointment/event details.
The scheduling process is now complete. For detailed information on completing step 7 for a specific appointment/event type, please refer to the information for that type, accessed from the table of contents or the related topics list below.
Links to detailed instructions for scheduling each of the available appointment/event types are provided below.