TracCloud: Block Students from Specific Consultants - Revision history

Redrock at 17:13, 27 April 2026

2026-04-27T17:13:41Z

← Older revision		Revision as of 17:13, 27 April 2026
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	{{#fas:calendar}} This article has been removed. There is now an easier and improved method to accomplish this without max appointment rules. Within [[TracCloud:_Staff_and_Consultants\|consultant]] records, you can now block students under the 'General' tab.		{{#fas:calendar}} This article has been removed. There is now an easier and improved method to accomplish this without max appointment rules. Within [[TracCloud:_Staff_and_Consultants\|consultant]] records, you can now block students under the 'General' tab.

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Redrock at 17:13, 27 April 2026

2026-04-27T17:13:08Z

← Older revision		Revision as of 17:13, 27 April 2026
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	<div class='tcAnnouncement ~~blue~~'>		<div class='tcAnnouncement green'>
	{{#fas:calendar}} This article has been removed. There is now an easier and improved method to accomplish this without max appointment rules. Within [[TracCloud:_Staff_and_Consultants\|consultant]] records, you can now block students under the 'General' tab.		{{#fas:calendar}} This article has been removed. There is now an easier and improved method to accomplish this without max appointment rules. Within [[TracCloud:_Staff_and_Consultants\|consultant]] records, you can now block students under the 'General' tab.

	[[File:453868.png\|800px]]		[[File:453868.png\|800px]]
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Redrock at 15:45, 27 April 2026

2026-04-27T15:45:40Z

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-{{#fas:calendar}} <span style='color:red'>Important:</span> This article has been archived. There is now an easier and improved method to accomplish this without max appointment rules. Within [[TracCloud:_Staff_and_Consultants|consultant]] records, you can now block students under the 'General' tab.
+{{#fas:calendar}} This article has been removed. There is now an easier and improved method to accomplish this without max appointment rules. Within [[TracCloud:_Staff_and_Consultants|consultant]] records, you can now block students under the 'General' tab.
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Redrock at 15:22, 27 April 2026

2026-04-27T15:22:09Z

← Older revision		Revision as of 15:22, 27 April 2026
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			<div class='tcAnnouncement blue'>
			{{#fas:calendar}} <span style='color:red'>Important:</span> This article has been archived. There is now an easier and improved method to accomplish this without max appointment rules. Within [[TracCloud:_Staff_and_Consultants\|consultant]] records, you can now block students under the 'General' tab.

			[[File:453868.png\|800px]]
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	* [[TracCloudGuideBasicsSchedule\|Schedule Management]]		* [[TracCloudGuideBasicsSchedule\|Schedule Management]]

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Redrock at 23:26, 30 March 2026

2026-03-30T23:26:24Z

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Redrock at 16:37, 29 July 2025

2025-07-29T16:37:30Z

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	<~~big><b~~>Preventing Specific Students from Booking with Specific Consultants</~~b></big><br~~>		<div class="pageTitle">Preventing Specific Students from Booking with Specific Consultants</div>

	TracCloud allows you to create [[TracCloudGuideProfilePrefsSchedule\|max appointment rules]] to prevent excessive appointments, you can block [[TracCloudGuideGlobalLists\|lists]] of students from booking in particular [[TracCloudGuideProfileCenters\|centers]] or [[TracCloudGuideProfilePrefsSchedule\|profiles]], or even [[TracCloud:_Terms\|deactivate accounts entirely]] based on lists. However, in some cases you may only want to block an individual student from booking with an individual consultant, which is possible with a specific max appointment rule detailed below.		TracCloud allows you to create [[TracCloudGuideProfilePrefsSchedule\|max appointment rules]] to prevent excessive appointments, you can block [[TracCloudGuideGlobalLists\|lists]] of students from booking in particular [[TracCloudGuideProfileCenters\|centers]] or [[TracCloudGuideProfilePrefsSchedule\|profiles]], or even [[TracCloud:_Terms\|deactivate accounts entirely]] based on lists. However, in some cases you may only want to block an individual student from booking with an individual consultant, which is possible with a specific max appointment rule detailed below.

Redrock at 18:47, 25 November 2024

2024-11-25T18:47:54Z

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	* [[TracCloudGuideBasicsSchedule\|Schedule Management]]		* [[TracCloudGuideBasicsSchedule\|Schedule Management]]

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Redrock: Redrock moved page TracCloudGuideBlockStudentsFromConsultants to TracCloud: Block Students from Specific Consultants

2024-11-25T15:57:46Z

Redrock moved page TracCloud: Block Students from Specific Consultants to TracCloud: Block Students from Specific Consultants

← Older revision	Revision as of 15:57, 25 November 2024
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Redrock at 23:26, 18 November 2024

2024-11-18T23:26:14Z

← Older revision		Revision as of 23:26, 18 November 2024
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	<big><b>Preventing Specific Students from Booking with Specific Consultants</b></big><br>		<big><b>Preventing Specific Students from Booking with Specific Consultants</b></big><br>
	TracCloud allows you to create [[TracCloudGuideProfilePrefsSchedule\|max appointment rules]] to prevent excessive appointments, you can block [[TracCloudGuideGlobalLists\|lists]] of students from booking in particular [[TracCloudGuideProfileCenters\|centers]] or [[TracCloudGuideProfilePrefsSchedule\|profiles]], or even [[~~TracCloudGuideGlobalTerms~~\|deactivate accounts entirely]] based on lists. However, in some cases you may only want to block an individual student from booking with an individual consultant, which is possible with a specific max appointment rule detailed below.		TracCloud allows you to create [[TracCloudGuideProfilePrefsSchedule\|max appointment rules]] to prevent excessive appointments, you can block [[TracCloudGuideGlobalLists\|lists]] of students from booking in particular [[TracCloudGuideProfileCenters\|centers]] or [[TracCloudGuideProfilePrefsSchedule\|profiles]], or even [[TracCloud:_Terms\|deactivate accounts entirely]] based on lists. However, in some cases you may only want to block an individual student from booking with an individual consultant, which is possible with a specific max appointment rule detailed below.

	Go to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Max Appointment Rules and Blocks</i> Click the <b>+</b> button to create a new rule.		Go to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Max Appointment Rules and Blocks</i> Click the <b>+</b> button to create a new rule.

Redrock: Created page with "{{TracCloudGuideTabs}}

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Preventing Specific Students from Booking with Specific Consultants
TracCloud allows you to create max appointment rules to prevent excessive appointments, you can block lists of students from booking in particular centers or TracClo..."

2024-07-24T23:02:44Z

Created page with "{{TracCloudGuideTabs}} <div class="tcWidgetPage"> <div class="categoryExtraWide"> {{TracCloudGuideHowToTOC}} </div> <big><b>Preventing Specific Students from Booking with Specific Consultants</b></big><br> TracCloud allows you to create max appointment rules to prevent excessive appointments, you can block lists of students from booking in particular centers or TracClo..."

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<big><b>Preventing Specific Students from Booking with Specific Consultants</b></big><br>
TracCloud allows you to create [[TracCloudGuideProfilePrefsSchedule|max appointment rules]] to prevent excessive appointments, you can block [[TracCloudGuideGlobalLists|lists]] of students from booking in particular [[TracCloudGuideProfileCenters|centers]] or [[TracCloudGuideProfilePrefsSchedule|profiles]], or even [[TracCloudGuideGlobalTerms|deactivate accounts entirely]] based on lists. However, in some cases you may only want to block an individual student from booking with an individual consultant, which is possible with a specific max appointment rule detailed below.

Go to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Max Appointment Rules and Blocks</i> Click the <b>+</b> button to create a new rule.

* "Allow a maximum of" should be set to 0 appointments.

* Add a search clause for "Consultant" and enter the consultant's name formatted as "Last, First".

* Choose "Student ID is one of" and enter the numeric ID number(s) of the student who should be prevented from booking with the consultant above.

* You can optionally enter a custom message to be displayed in the "Fail message to student" field to be shown instead of the automatically generated description. Staff will still see the automatic description when booking on behalf of students.<br><br>

[[File:2477053.png|600px]]<br><br>

Save your rule, and you're all set. If the student attempts to book with that consultant, they will be blocked.

[[File:4899130.png|600px]]

<hr>
<i>See Also</i>

* [[TracCloudGuideProfilePrefsSchedule|Scheduling Prefs and Max Appointment Rules]]

* [[TracCloudGuideGlobalLists|Student Lists]]

* [[TracCloudGuideBasicsSchedule|Schedule Management]]

[[Category:TracCloud]]
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