Getting Started with Appointments

Modified on Thu, Apr 20, 2023 at 12:42 PM

 We have an Appointment feature for the Open Registration portal.  

  • Enable/Disable appointments for open registration on the Registration>Open Reg>Setup>Appointments tab. 
  • Can require that parents select an appointment in order to submit (optional.)
  • Allow parents to select which location to use. This is useful for multiple locations for the same school/grade level where parents can choose what is closest to them.  
    • By default if there are multiple appointments the system will select the first available one
  • Set screen message within open reg in the "Appointment Screen Message" field. Text below will appear on the top of the page in Open Registration when parents view the appointments page.
  • Appointment Selection 
    • 1 appointment per package - Default option, can only be used if there is one location
    • 1 appointment per location - Groups students by grade/school in open reg and appointments will be chosen/assigned to these groups
    • 1 appointment per student - Parents will choose an appointment for each student. Can choose the same appointment for all students in package.


Open Registration

  • Parents can select a location, if enabled, if not 'Choose a registration location below' will not appear.
  • Selected appointment can be viewed by clicking the button under appointment message
  • Clicking a calendar day will show the popup displayed above asking the parent to select a time
  • Only available times will be selected. If 2 parents choose the same time only one will get it and the other will be asked to choose another time
  • If required, the 'Advance to Next Screen' will only appear if appointment is selected. Otherwise, if it is not required a skip button will appear

Navigate to Additional Appointment Setup Articles

Appointment Setup 

Create Appointments 

View Appointments 

Delete Appointments 

Enable Appointments

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