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School Settings: Appointment Preferences

Jennifer
  • Updated

Use Appointment Preferences to enable appointments and manage institution-wide settings, including automatic approvals, the default medium for drop-ins, label restrictions, and custom messaging.

 

 

How do I access Appointment Preferences?

1. Click your name in the upper-right corner of Handshake, then select School settings.

2. Select Appointment Preferences from the menu on the left.

 

How do I configure general appointment settings?

Use the following settings to manage appointments at your institution:

  • Appointments Enabled: Enable appointments for your institution. This adds the Appointments option to the student page.
  • Auto Approve: Automatically approve appointment requests submitted by students. Consider enabling this option when your Appointment Blocks accurately reflect staff availability.
  • Walk-in appointment medium: Select the appointment medium assigned to drop-in appointments. This is typically In person, but you can select another medium, such as Video Call, based on how your institution handles drop-ins.

To configure drop-in Appointment Types and availability, review How to Configure Drop-In Appointments.

General appointment preferences settings.png

How do I configure label restrictions?

Use label restrictions to control which students can access appointments. These restrictions apply when students schedule an appointment and when they check in for a drop-in appointment through the Check-In Kiosk.

To configure a label restriction:

  1. Select the checkbox to enable label restrictions.
  2. Choose whether students must or must not have the applicable label.
  3. Select the label.
  4. Optionally, enter a custom message for students who do not meet the restriction.
Label restriction settings.png

How do I add a custom "no available times" message?

Add a custom message for students when no appointment times are available in the scheduling flow.

1. Toggle on the custom No available times message.

2. Enter the message in the text box.

3. To include a link, highlight the applicable text, then click the paperclip icon.

4. Enter the link URL, then click the green checkmark.

Note: The message cannot exceed 350 characters.

Custom no available times message.png

How do I save my appointment preferences?

After configuring the settings, click Save in the lower-right corner of the page.