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School Settings: Appointment Categories

Jennifer
  • Updated

Appointment categories organize appointment types and help students identify the appropriate service when requesting an appointment. 

Configure appointment categories, appointment category groups, and category settings to match the services your institution offers.

 

How do I access appointment categories?

  1. Click your name in the upper-right corner of Handshake.
  2. Click School Settings.
  3. Click Appointment Categories from the menu on the left.

 

How do I add an appointment category?

  1. Click Add Appointment Category in the upper-right corner of the page.
  2. Complete the following fields:
    • Name: Enter a general name for the category. For example, organize categories by school year or area of study.
    • Description: Provide more information about who the category is intended for.
    • Appointment Types: Select the appointment types to include in the category. If the applicable appointment types do not exist yet, leave this field blank and add them later. If an appointment type is not listed, click Create a new type below the field.
  3. Click Create Appointment Category in the lower-right corner.

add_a_new_category.png


 How do I edit, archive, or delete an appointment category?

  1. Locate the category you want to manage, then click Edit to the right of its name.
  2. Choose from the following actions:
    • To change the Name, Description, or selected Appointment Types, update the applicable fields, then click Update Appointment Category in the lower-right corner.
    • To delete the category, click Delete in the lower-left corner.
    • To archive the category, click Archive in the lower-left corner.
Manage a category .png

 

How do I find and unarchive an archived appointment category?

When you archive an appointment category, it no longer appears in School Settings. Use Insights to find the category ID and access the archived category.

Required permissions

To create the report, you need both of the following permissions:

  • Analytics: Access
  • Analytics: Manage

If you do not have these permissions, contact your institution’s Handshake administrator.

Steps to find and access the category

  1. Click Insights from the left navigation bar.
  2. Click + New in the upper-right corner.
  3. Select Appointments as your starting point.
  4. Expand Appointment Categories, then add the following fields:
    • Appointment Categories Name as a result.
    • Appointment Categories ID as a result.
    • Appointment Categories Archived? (Yes / No) as a filter, then select Yes.
  5. Click the Run query button in the upper-right corner.
  6. Locate the appointment category to access, then copy its ID.

  7. Replace IDNUMBER in the following URL with the ID you copied:

    https://app.joinhandshake.com/appointment_categories/IDNUMBER/edit

  8. Open the updated URL to access the archived category. You can then unarchive the category if needed.

Note: Insights data updates nightly. A recently archived appointment category may not appear until the following day.

For more information about building reports, refer to Insights: How to Create a Custom Report and Dashboard.