To schedule a Program Appointment, complete the following steps:
- Click the Calendar icon on the top navigation bar.
- Click the green + icon in the top right corner of the page. Or click a block of time directly on the Calendar.
- A scheduling pop-up will display:
- Select an Event Type and Program. Note: Program groups are not available for selection when scheduling program appointments. If a single program is currently shown in the Calendar display, that program is selected here by default.
- Click Continue. A Program Appointment pop-up will display:
- By default, the appointment is set with a Title of "Program Appointment." If your agency has chosen to configure a custom list of program appointment types, the title can be changed by clicking the drop-down arrow and making a new selection. Keep in mind that the title will be used to identify the event on the Calendar. Note: Instructions for configuring the Program Appointment Types list are available in Calendar Frequently Asked Questions.
- Complete the rest of the fields as needed.
- Click Save. The appointment is scheduled and a read-only confirmation pop-up will display.
- To make changes, click Edit on the confirmation pop-up.