How to Make a Conference Appointment

Modified on Mon, May 22, 2023 at 8:38 AM

Make a Conference Appointment

How to Make a Conference Appointment

To make an appointment either click on the WebDesk.Calendar.Add Appointments/Conferences tab, or click on the "Add" button for a Calendar day.   This will bring up the Add Appointment/Conferences popup.   The only difference between clicking on the the Add Appointments/Conferences tab directly or clicking on a day-specific Add button is that clicking on the Add button fills in the date of the conference for you and clicking on the tab does not.

You must fill in the following fields:

  • Reason for the conference - Select from a drop down
  • Location of the conference - Select from a drop down
  • Start Time of the conference - Enter a time (e.g. 10:45).  You do not have to enter the AM or PM.
  • Subject of the conference - Enter text
  • "Appointment with" - This should default to you.   It is NOT where you add conference invitees - students or staff members.

Other fields that are not required include:

  • Description - text description of the conference
  • Notify Parents flag
  • Status - This will default to "Scheduled" but can also have the values of "Requested", "Completed" and "Canceled".
  • Conference Notes - A large text field where you can enter notes about the conference.

To create the conference, click on the "Save Conference" button.  You cannot add other attendees until you save and create the conference.


Adding Students and Staff to Calendar Appointments

Once you have created a Conference, an "Add Attendees" button appears.  Click the Add Attendees button to bring up a "Search for Attendees" popup. 

You can choose to search for either students or staff members.   To add people to your conference as attendees, click the "Add Attendees" button, enter a search string and search. 

When you get a list of people, check those you wish to add, scroll to the bottom of the list in the popup and click "Save".

If you are looking for info on mass creating parent conferences, click here.


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