Scheduling - How to Add Appointments to a Form

Once the time slots are created, you can add a step to the application so that parents have access to schedule via the application or enrollment form process. You can read more about how to manage and build forms here. 

When you add a new step into the form process, you will create the step of the form like any other step with the ability to update the step name, settings, restrictions by program/school and grade level. 

Once the form step has been created you will add a form field to the step by clicking on FIELDS to the right of the step name. When adding a field, you will select "Scheduling" in the Field Type dropdown.

For systems installed after September 2017, you will have 2 options when adding scheduling to your form. 

SCHEDULING (SINGLE APPOINTMENT TYPE)

Once "Scheduling (Single Appointment Type)" has been selected you will be prompted to select the appointment type you wish to allow scheduling for within the form step. This drop down will be populated from all appointment types created in the Scheduling Module in the process noted above.

You will select the appointment type you wish to show up in the step of the form and determine if you want details about the appointment to show up on the parent's dashboard. These details include the date and time of the selected appointment and the appointment status (confirmed, rescheduled etc)

SCHEDULING (MULTIPLE APPOINTMENT TYPES COMBINED)

Once "Scheduling (Multiple Appointment Types Combined)" has been selected you will NOT be prompted to select the appointment type you wish to allow scheduling for within the form step. 

Within the SCHEDULING MODULE, you will need to set each appointment type to show for the specific programs, schools or grade levels needed.