How do I Edit or Remove an Appointment Type


Jade Pathe -

This article will provide an overview of how Handshake deals with appointment types, and will go over how to edit an appointment type and how to remove an appointment type.

 

To edit an appointment type:

 

  1. Click on your school name on the left side navigation bar, third from top, and you’ll be directed to your school’s page
  2. Click the Edit tab in the top right corner to be taken to your school’s settings (you can also get to this page by simply clicking School Settings from your drop-down menu in the top right corner)
  3. Click the Appointment Types tab on the left-hand side of the screen to be taken to a list of your school’s appointment types
  4. Click on the Edit tab on the appointment type you would like to edit
  5. Here you can add/remove Details of the appointment type, attach survey’s to the appointment type, and add messages for the system to send out in regards to this appointment type
  6. Selecting the Requirements tab located at the bottom of the page allows you to add/remove the requirements a student must have when applying to this appointment type
  7. Once you are finished editing the appointment type, select the Save Changes button on the bottom right to save the changes you made 

 

To Remove an appointment type:

 

  1. Click on your school name on the left side navigation bar, third from top, and you’ll be directed to your school’s page
  2. Click the Edit tab in the top right corner to be taken to your school’s settings (you can also get to this page by simply clicking School Settings from your drop-down menu in the top right corner)
  3. Click the Appointment Types tab on the left-hand side of the screen to be taken to a list of your school’s appointment types
  4. Click on the Edit tab on the appointment type you would like to remove
  5. In the lower left-hand corner of the screen, you will see the Cancel button with an arrow pointing up. Select the arrow to receive a popup selection of Cancel and Delete. SelectDelete to delete the appointment type

 

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