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...TracCloud, as this will also disconnect them from related records (Visits, Appointments, etc). Instead, we recommend deactivating the account by checking this box. ::An alternate name that will appear when searching for appointments. Requires the “Display consultant alias on availability search” option

| style="vertical-align:top; font-size:160%; color:#7c1911; " | '''Creating and Configuring Subcenters''' ...tab within your Center Profile. Click "Create New" to begin the process of creating a new subcenter.

...top; font-size:100%; " | The first major area of Configuration Options for Appointments is located in your Center Profile Preferences. Center Profile preferences a This preference defines the Time range in which Appointments are able to be booked. The default settings are: Schedule no sooner than (

<!-------------------------------------------- Creating course lists --------------------------------------------> <div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Creating & Managing Course Lists</b></big></div><div class="mw-collapsible mw-collap

...their enrollment, and tutoring sessions may be hosted as drop-ins, 1-on-1 appointments, or groups.<br><br> ::Student accounts belong to the clients coming in for services. Appointments can be scheduled for these accounts, and visits can be created for them. St

...or the students enrolled in their courses. Based on the choices made while creating the referral, an automated email could be sent out to the student's assigne ==<b>Creating and Completing Referrals</b>==

...ugh how to utilize these features, from creating availabilities to booking appointments.<br><br> ...ilities/time slots, review past and future appointments, and even book new appointments on behalf of students.

...re are even automated options for online appointments or when a staff mark appointments as attended manually.<br><br> ...oat: left; margin-top: 0em; margin-bottom: 1em"><big><b>Quick Visits</b> / Creating visits from scratch & post-visit tracking</big></div><div class="mw-collaps

...ctly, it can create more work cleaning up the records compared to manually creating them in TracCloud in the first place. For information on creating resources within the Trac System, [[TracCloudGuideBasicsResources|click her

...rules, controlling exactly when a student can book appointments, how many appointments they can book, and much more. These preferences will apply to all centers w ...tments can start at. For example, if this preference is set to 15 minutes, appointments could be booked at 9:15, 9:30, 9:45, and so on. This is not commonly used o

...those using the 'Choose a Date & Center' option for availability search. "Appointments must be scheduled at least 12 hours in advance" in the example screenshot b ::This allows you to move appointments to a past availability slot with the "Move" button in appointment records,

* <b>Calc Missed Appointments Since</b> ...ntment_Status_and_Management|profile doesn’t already have a <b>Calc Missed Appointments Since</b> value defined]]. <b>Automatically Use Term Start</b> can be used

...o need to be activated. An inactive student won't be able to login or book appointments even if their registration is active. If you're activating additional regis ...ts active by adding them to a list. [[TracCloudGuideGlobalLists|Details on creating those lists can be found here]]. To keep that list active, go to <i>Other >

...ents made per week, Max # of appointments made per center, Max # of missed appointments, or Minimum of 24 hours previous to booking an Appointment, etc…Any of th ...gives the selected Group of Users the ability to define Custom Fields when creating Referrals. Custom Fields or Questions can be created to gather additional f

...udGuideListingsStudents|student profiles]], [[TracCloudGuideBasicsSchedule|appointments]], [[TracCloudGuideListingsVisits|visits]], [[TracCloudGuideListingsFaculty ==Creating a new Custom Field==

...-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | '''Creating a Reason'''<HR> '''Do NOT SHOW for Appointments '''...

* <b>Prevent create new appointments</b> ::Prevents users in this group from creating new appointments, independent of the center view/edit choice.<br><br>

...ty will be located on the left hand side of your Main Menu just underneath Appointments and the Quick Visit Utility. ...order to mark attendance. The SI Batch Utility is typically used for Group appointments such as SI sessions, Exam reviews, and Orientations, etc..., and allows a U

...you pay your staff. If you pay staff based on their availabilities/booked appointments, you would want to use the <b>Schedule</b> pay basis. If it's based on thei ...ulate work hours based on the consultant's scheduled availabilities and/or appointments.<br>

...after Kiosk logout, Log Listing logout, Quick & Batch Visit creation, and appointments being marked as attended (if a visit doesn't already exist). ...mmediately after their account is created. This only applies when manually creating student accounts, imported students will not receive this survey.