How do I manually add an appointment?


Jade Pathe -

You can add an appointment for a student in Handshake by following these steps:

  1. Click Appointments on the left navigation bar
  2. Click New Appointment from the tabs at the top of the screen
  3. Choose a Category (These are configured in the School Settings)
  4. Choose an Appointment Type (these are configured in the School Settings)
  5. If the availability or staff member you are looking for is not listed you can click here at the top of the screen to manually enter the details of the appointment
  6. Enter the following information:
    1. Staff Member: From the list of staff members in the School Settings
    2. Start Date:  Start date and time of the appointment
    3. End Date: End date and time of the appointment
    4. Appointment Type: From the list of appointment types in the school settings
    5. Whether or not the appointment is drop in: For reporting purposes
    6. Student: Search using the student’s name
    7. Status: Most often this is approved but if you are entering this on behalf of a staff member you can enter it as pending
    8. Appointment Medium: From the list in the school settings
    9. Help Requested: Free text

 

OR

  1. Click Appointments from the left navigation bar
  2. Click Calendar from the tabs at the top of the screen
  3. Choose a staff member from the list (often you will want to change this to yourself as the default)
  4. Select the date you would like to add the appointment
  5. Click on a time you would like to add the appointment
  6. Enter the following information
    1. Appointment Type: From the appointment types configured in the school settings
    2. Student: From the students listed in the Manage Students section
    3. Appointment Medium: From the appointment mediums configured in the school settings
    4. Status: One of Requested, Approved, Declined, No Show, Started, Completed. The most common option when entering an appointment manually is Approved.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request