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School Settings: Appointment Categories

Tawnya
  • Updated

Appointment Categories are the first level of organization students encounter when they request an appointment and are customizable for your institution. 

Note: appointment categories are not included in appointment reporting via Analytics.  

Click your name in the upper-right corner of Handshake, click School Settings, then click Appointment Categories from the menu on the left of the page. 

appointment_categories.png

 

Add a category

To add a new category, click the blue button Add Appointment Category in the upper-right corner of the page. 

  • Name: Should describe the appointment category in the most general sense. We see many schools using school year or area of study as appointment categories.
  • Description: A more detailed description of who this appointment is for.
  • Appointment Types: Appointment types that will be listed within this category, if you have not created the appointment types for this category yet you can leave this blank and add them at a different time.
     
    • If the desired type isn't listed, click the link below the text field "Create a new type".

add_a_new_category.png

Click Create Appointment Category in the lower-right corner to save the new category.

 

 

Manage an existing category

If you'd like to make changes to an existing category, click Edit to the far right of the category name.

On the page that loads, you can:

  • update the Name, Description, and selected Appointment Types
    • If you make changes, click the green button Update Appointment Category in the lower-right corner to save the changes.
  • Delete the category (click the red button Delete in the lower-left corner)
  • Archive the category (click the gray button Archive in the lower-left corner)

edit_category.png

Locating an archived appointment category

If you choose to archive a category, it will no longer appear in your school settings. We have an alternative workflow to access archived appointment categories at your school.

  1. If you have permission to access analytics, use this report.
  2. Locate the appointment category you'd like to access or unarchive and copy the corresponding appointment category ID number (Note: The analytics tool's data is updated nightly, so recently archived appointment categories may not show up right away).
  3. Replace "IDNUMBER" with the category ID you copied from the report in this link: https://app.joinhandshake.com/appointment_categories/IDNUMBER/edit 
  4. Use the link to access the archived appointment category. You may unarchive the appointment category at this time.