TracCloud: Scheduling Preferences - Revision history

Redrock at 17:06, 1 July 2026

2026-07-01T17:06:53Z

← Older revision		Revision as of 17:06, 1 July 2026
Line 367:		Line 367:

	* <b>Subtitle Additions (optional twig)</b>		* <b>Subtitle Additions (optional twig)</b>
	::Add a custom description to the search availability link widget to provide additional instructions to students. [[TracCloudGuideProfilePrefsTwig\|Twig]] and HTML are supported.<br><br>		::Add a custom description to the search availability link widget to provide additional instructions to students. [[TracCloudGuideProfilePrefsTwig\|Twig]] (center and consultant tags) and HTML are supported.<br><br>

	* <b>Created</b>		* <b>Created</b>

Redrock at 17:21, 17 June 2026

2026-06-17T17:21:13Z

← Older revision		Revision as of 17:21, 17 June 2026
Line 1:		Line 1:
			<div class="categoryDynamic">
	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
	~~<div class="tcWidgetPage">~~
	~~<div class="categoryDynamic">~~
	{{TracCloudGuideProfileTOC}}		{{TracCloudGuideProfileTOC}}
	</div>		</div>
Line 404:		Line 403:
	<hr>		<hr>
	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
	~~</div>~~

Redrock at 21:22, 12 June 2026

2026-06-12T21:22:51Z

← Older revision		Revision as of 21:22, 12 June 2026
Line 393:		Line 393:
	<big>Availability Dynamic QR Codes</big>		<big>Availability Dynamic QR Codes</big>

	Another component of appointment links is the ability to create dynamic links directly from availabilities. These links will be automatically assigned to the center and consultant of the availability they were created from. To give staff the ability to generate these appointment links, go to ~~<i>~~Other > Other Options > Groups > [The group you want to update] > Scheduling~~</i>~~, ~~and~~ check <b>Allow user to generate a dynamic search appointment QR Code based on an existing search appointment link</b>. Additionally, you can check <b>Only allow links for self</b> to prevent consultants in this group from creating availability links for other consultant's schedules.		Another component of appointment links is the ability to create dynamic links directly from availabilities. These links will be automatically assigned to the center and consultant of the availability they were created from. To give staff the ability to generate these appointment links, go to Other ➜ Other Options ➜ Groups ➜ [The group you want to update] ➜ Scheduling, then check <i>Allow user to generate a dynamic search appointment QR Code based on an existing search appointment link</i>. Additionally, you can check <i>Only allow links for self</i> to prevent consultants in this group from creating availability links for other consultant's schedules.

	[[File:4626901.png\|600px]]<br><br>		[[File:4626901.png\|600px]]<br><br>

Redrock at 22:26, 11 June 2026

2026-06-11T22:26:40Z

← Older revision		Revision as of 22:26, 11 June 2026
Line 6:		Line 6:
	<div class="pageTitle">Scheduling Preferences</div>		<div class="pageTitle">Scheduling Preferences</div>

	Your scheduling preferences allow you to modify [[TracCloudGuideBasicsSchedule\|appointment booking]] 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 within the profile. Your schedule preferences can be found in ~~<i>~~Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling~~</i>~~.		Your scheduling preferences allow you to modify [[TracCloudGuideBasicsSchedule\|appointment booking]] 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 within the profile. Your schedule preferences can be found in Other ➜ Other Options ➜ Profiles ➜ [Your Profile] ➜ Prefs ➜ Scheduling.
	<hr>		<hr>
	<!--------------------------------------- Time Restrictions --------------------------------------->		<!--------------------------------------- Time Restrictions --------------------------------------->

Redrock at 20:43, 27 May 2026

2026-05-27T20:43:25Z

← Older revision		Revision as of 20:43, 27 May 2026
Line 116:		Line 116:

	* <b>Warning message to display when appointment modality is changed</b>		* <b>Warning message to display when appointment modality is changed</b>
	::When a staff member changes the modality (in-person/online/asynchronous) of an existing appointment, a warning message will appear to confirm that they want to make that change. This text field allows you to add an additional custom message to that warning.		::When a staff member changes the modality (in-person/online/asynchronous) of an existing appointment, a warning message will appear to confirm that they want to make that change. This text field allows you to add an additional custom message to that warning.<br><br>

	* <b>Allow availabilities to be asynchronous</b>		* <b>Allow availabilities to be asynchronous</b>
Line 126:		Line 126:
	* <b>Asynchronous appointment automatic message</b>		* <b>Asynchronous appointment automatic message</b>
	::The text entered here will be automatically sent as a message at the start time of the asynchronous appointment.<br><br>		::The text entered here will be automatically sent as a message at the start time of the asynchronous appointment.<br><br>

			* <b>Create a visit when an asynchronous appointment is marked as concluded</b>
			::If checked, a visit will automatically be created for the student when the asynchronous appointment is marked as 'Concluded.'<br><br>

	* <b>Also send message to recipient as SMS</b>		* <b>Also send message to recipient as SMS</b>

Redrock at 19:09, 16 April 2026

2026-04-16T19:09:22Z

← Older revision		Revision as of 19:09, 16 April 2026
Line 307:		Line 307:
	<b>Color:</b>		<b>Color:</b>
	::Choose your preferred color for the badge. Consider contrast when setting this color, availability backgrounds are as follows.		::Choose your preferred color for the badge. Consider contrast when setting this color, availability backgrounds are as follows.
	::<div style="float: left; padding: 0.2em; margin: 0.1em 0.5em 0.1em 0.5em; background-color: #d3f8de; border: 1px solid #c5d1e4; border-radius: 5px; width: 20%; text-align: center; font-weight: bold">1-on-1: #d3f8de</div> <div style="float: left; padding: 0.2em; margin: 0.1em 0.5em 0.1em 0.5em; background-color: #F5F5B4; border: 1px solid #EAD9BB; border-radius: 5px; width: 20%; text-align: center; font-weight: bold">Group: #F5F5B4</div> <div style="float: left; padding: 0.2em; margin: 0.1em 0.5em 0.1em 0.5em; background-color: #d0ffff;; border: 1px solid #c5d1e4; border-radius: 5px; width: 20%; text-align: center; font-weight: bold">Drop-in: #d0ffff</div> <div style="float: left; padding: 0.2em; margin: 0.1em 0.5em 0.1em 0.5em; background-color: #d8c7ff; border: 1px solid #c5d1e4; border-radius: 5px; width: 20%; text-align: center; font-weight: bold">Async: #d8c7ff</div> <br><br>		::<div style="float: left; padding: 0.2em; margin: 0.1em 0.5em 0.1em 0.5em; background-color: #d3f8de; border: 1px solid #c5d1e4; border-radius: 5px; width: 20%; text-align: center; font-weight: bold; color: black;">1-on-1: #d3f8de</div> <div style="float: left; padding: 0.2em; margin: 0.1em 0.5em 0.1em 0.5em; background-color: #F5F5B4; border: 1px solid #EAD9BB; border-radius: 5px; width: 20%; text-align: center; font-weight: bold; color: black;">Group: #F5F5B4</div> <div style="float: left; padding: 0.2em; margin: 0.1em 0.5em 0.1em 0.5em; background-color: #d0ffff;; border: 1px solid #c5d1e4; border-radius: 5px; width: 20%; text-align: center; font-weight: bold; color: black;">Drop-in: #d0ffff</div> <div style="float: left; padding: 0.2em; margin: 0.1em 0.5em 0.1em 0.5em; background-color: #d8c7ff; border: 1px solid #c5d1e4; border-radius: 5px; width: 20%; text-align: center; font-weight: bold; color: black;">Async: #d8c7ff</div> <br><br>

	<b>Icon:</b>		<b>Icon:</b>

Redrock at 18:26, 7 April 2026

2026-04-07T18:26:42Z

← Older revision		Revision as of 18:26, 7 April 2026
Line 9:		Line 9:
	<hr>		<hr>
	<!--------------------------------------- Time Restrictions --------------------------------------->		<!--------------------------------------- Time Restrictions --------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Time Restrictions~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Time Restrictions</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	[[File:7158731.png\|800px]]		[[File:7158731.png\|800px]]
Line 56:		Line 56:
	<hr>		<hr>
	<!--------------------------------------- Special Fields --------------------------------------->		<!--------------------------------------- Special Fields --------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Special Fields~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Special Fields</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	[[File:1169066.png\|800px]]		[[File:1169066.png\|800px]]
Line 71:		Line 71:
	<hr>		<hr>
	<!--------------------------------------- Other Schedule Options --------------------------------------->		<!--------------------------------------- Other Schedule Options --------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Other Schedule Options~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Other Schedule Options</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	[[File:9398858.png\|800px]]		[[File:9398858.png\|800px]]
Line 141:		Line 141:
	<hr>		<hr>
	<!--------------------------------------- Appointment Status and Management --------------------------------------->		<!--------------------------------------- Appointment Status and Management --------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Appointment Status and Management~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Appointment Status and Management</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	[[File:3687942.png\|800px]]		[[File:3687942.png\|800px]]
Line 160:		Line 160:
	<hr>		<hr>
	<!--------------------------------------- Max Appt Rules --------------------------------------->		<!--------------------------------------- Max Appt Rules --------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Max Appointment Rules and Blocks~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Max Appointment Rules and Blocks</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	[[File:1693361.png\|800px]]		[[File:1693361.png\|800px]]
Line 258:		Line 258:
	<hr>		<hr>
	<!--------------------------------------- Appointment Display --------------------------------------->		<!--------------------------------------- Appointment Display --------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Appointment Display~~</b></big>~~</div><div style="float:right">[[TracCloud:_Appointment_Display_Settings\|Appt Display Article {{#fas:arrow-up-right-from-square}}]]</div>		<div class='collapsible'>Appointment Display</div><div style="float:right">[[TracCloud:_Appointment_Display_Settings\|Appt Display Article {{#fas:arrow-up-right-from-square}}]]</div>
	<hr>		<hr>
	<!--------------------------------------- Search Availability Badges --------------------------------------->		<!--------------------------------------- Search Availability Badges --------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Search Availability Badges~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Search Availability Badges</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

Line 331:		Line 331:
	<hr>		<hr>
	<!-------------------------------------------- Search Appointment Links -------------------------------------------->		<!-------------------------------------------- Search Appointment Links -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Search Appointment Links (QR Codes)~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Search Appointment Links (QR Codes)</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

Redrock at 20:09, 31 March 2026

2026-03-31T20:09:14Z

← Older revision		Revision as of 20:09, 31 March 2026
Line 7:		Line 7:

	Your scheduling preferences allow you to modify [[TracCloudGuideBasicsSchedule\|appointment booking]] 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 within the profile. Your schedule preferences can be found in <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling</i>.		Your scheduling preferences allow you to modify [[TracCloudGuideBasicsSchedule\|appointment booking]] 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 within the profile. Your schedule preferences can be found in <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling</i>.
	<~~div class="line"></div~~>		<hr>
	<!--------------------------------------- Time Restrictions --------------------------------------->		<!--------------------------------------- Time Restrictions --------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Time Restrictions</b></big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Time Restrictions</b></big></div><div class="mw-collapsible mw-collapsed">
Line 54:		Line 54:
	::This preference allows you to prevent students from booking appointments during a specific time of day. This is more commonly used if <b>Schedule no later than</b> is set to a low value, such as a few hours, allowing students to book close to the start time of the appointment. For example, if you want to prevent a student from booking a morning appointment in the middle of the night so that your tutors have more notice for their upcoming schedule, this is the preference you'll want to change. Default is blank, which does not apply any restrictions based on time of day.		::This preference allows you to prevent students from booking appointments during a specific time of day. This is more commonly used if <b>Schedule no later than</b> is set to a low value, such as a few hours, allowing students to book close to the start time of the appointment. For example, if you want to prevent a student from booking a morning appointment in the middle of the night so that your tutors have more notice for their upcoming schedule, this is the preference you'll want to change. Default is blank, which does not apply any restrictions based on time of day.
	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!--------------------------------------- Special Fields --------------------------------------->		<!--------------------------------------- Special Fields --------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Special Fields</b></big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Special Fields</b></big></div><div class="mw-collapsible mw-collapsed">
Line 69:		Line 69:
	::Allows you to customize the funds available to choose from on Availability and Appointment entry. [[TracCloudGuideBasicsPayroll\|More information on funds and payroll tracking in general can be found here.]]		::Allows you to customize the funds available to choose from on Availability and Appointment entry. [[TracCloudGuideBasicsPayroll\|More information on funds and payroll tracking in general can be found here.]]
	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!--------------------------------------- Other Schedule Options --------------------------------------->		<!--------------------------------------- Other Schedule Options --------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Other Schedule Options</b></big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Other Schedule Options</b></big></div><div class="mw-collapsible mw-collapsed">
Line 139:		Line 139:

	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!--------------------------------------- Appointment Status and Management --------------------------------------->		<!--------------------------------------- Appointment Status and Management --------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Appointment Status and Management</b></big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Appointment Status and Management</b></big></div><div class="mw-collapsible mw-collapsed">
Line 158:		Line 158:
	::This is an optional additional message that displays to students when they are cancelling an appointment outside of your time restriction. This appears in addition to the standard "This will be marked as missed" notice.		::This is an optional additional message that displays to students when they are cancelling an appointment outside of your time restriction. This appears in addition to the standard "This will be marked as missed" notice.
	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!--------------------------------------- Max Appt Rules --------------------------------------->		<!--------------------------------------- Max Appt Rules --------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Max Appointment Rules and Blocks</b></big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Max Appointment Rules and Blocks</b></big></div><div class="mw-collapsible mw-collapsed">
Line 256:		Line 256:
	:[[File:35j35j43k46k4k4635g.png\|400px]]		:[[File:35j35j43k46k4k4635g.png\|400px]]
	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!--------------------------------------- Appointment Display --------------------------------------->		<!--------------------------------------- Appointment Display --------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Appointment Display</b></big></div><div style="float:right">[[TracCloud:_Appointment_Display_Settings\|Appt Display Article {{#fas:arrow-up-right-from-square}}]]</div>		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Appointment Display</b></big></div><div style="float:right">[[TracCloud:_Appointment_Display_Settings\|Appt Display Article {{#fas:arrow-up-right-from-square}}]]</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!--------------------------------------- Search Availability Badges --------------------------------------->		<!--------------------------------------- Search Availability Badges --------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Search Availability Badges</b></big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Search Availability Badges</b></big></div><div class="mw-collapsible mw-collapsed">
Line 329:		Line 329:

	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Search Appointment Links -------------------------------------------->		<!-------------------------------------------- Search Appointment Links -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Search Appointment Links (QR Codes)</b></big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Search Appointment Links (QR Codes)</b></big></div><div class="mw-collapsible mw-collapsed">
Line 399:		Line 399:

	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
	</div>		</div>

Redrock at 23:24, 30 March 2026

2026-03-30T23:24:05Z

← Older revision		Revision as of 23:24, 30 March 2026
Line 1:		Line 1:
	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
	<div class="tcWidgetPage">		<div class="tcWidgetPage">
	<div class="~~categoryWide~~">		<div class="categoryDynamic">
	{{TracCloudGuideProfileTOC}}		{{TracCloudGuideProfileTOC}}
	</div>		</div>

Redrock: Removed protection from "TracCloud: Scheduling Preferences"

2026-03-30T22:01:35Z

Removed protection from "TracCloud: Scheduling Preferences"

← Older revision	Revision as of 22:01, 30 March 2026
(No difference)