TracCloud: Scheduling Preferences - Revision history

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)

Redrock at 22:03, 28 January 2026

2026-01-28T22:03:44Z

@@ Line 200: / Line 200: @@
 * <b>Students that fail this rule may be optionally added to a list</b>
 ::This option requires that <b>Same:</b> and <b>In X time period</b> are both disabled. When the student attempts to book an appointment and is blocked by this rule, they will be added to the [[TracCloudGuideGlobalLists|student list]] that you select.<br><br>
 * <b>Fail Message to Student</b>

Redrock at 17:19, 28 January 2026

2026-01-28T17:19:47Z

← Older revision		Revision as of 17:19, 28 January 2026
Line 65:		Line 65:
	<b>Required for Search</b> means that in order for appointments in this profile to appear in search results, this field must not be empty.<br>		<b>Required for Search</b> means that in order for appointments in this profile to appear in search results, this field must not be empty.<br>
	<b>Required for Save</b> marks the field as required, so it must be filled out prior to booking the appointment. This applies more-so to Staff, as the above option already requires a student to have this field selected before they have the chance to book.<br><br>		<b>Required for Save</b> marks the field as required, so it must be filled out prior to booking the appointment. This applies more-so to Staff, as the above option already requires a student to have this field selected before they have the chance to book.<br><br>

	* <b>Appointment Location Choices</b>
	::Allows to you to customize the locations available to choose from on [[TracCloudGuideBasicsSchedule\|Availability and Appointment entry]]. If used, this would typically be a more specific location than what your centers already describe. E.g., "Room 42 (location) in Peer Tutoring ([[TracCloudGuideProfileCenters\|center]])."<br><br>

	* <b>Appointment Fund Choices</b>		* <b>Appointment Fund Choices</b>

Redrock at 15:18, 23 December 2025

2025-12-23T15:18:17Z

← Older revision		Revision as of 15:18, 23 December 2025
Line 248:		Line 248:
	<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">
	<br><br>		<br><br>
	~~<onlyinclude>~~
	Search Availability badges can be used to add information and indicators to availability slots. Each badge can appear for certain conditions, based on center, availability section/reason, location, skills/accommodations, etc.		Search Availability badges can be used to add information and indicators to availability slots. Each badge can appear for certain conditions, based on center, availability section/reason, location, skills/accommodations, etc.

Line 312:		Line 312:

	[[File:6875813.png\|800px]]<br><br>		[[File:6875813.png\|800px]]<br><br>
	~~</onlyinclude>~~
	</div>		</div>
	<br><br><div class="line"></div>		<br><br><div class="line"></div>

Redrock at 15:15, 23 December 2025

2025-12-23T15:15:41Z

← Older revision		Revision as of 15:15, 23 December 2025
Line 95:		Line 95:

	* <b>Allow group availability to use special skill locking</b>		* <b>Allow group availability to use special skill locking</b>
	::If enabled, staff will be able to define skills/accommodations in group availabilities that when booked, will lock the availability to the first chosen skill. The typical use case for this is for languages. For example, if you offered the skills "English," "Spanish," "French," and "Extra Time" and the first student books with the "Spanish" skill, you may want to limit all subsequent appointments to Spanish while allowing students to freely choose (or not choose) "Extra Time." To do this, you would simply list out the language skills in the "Group Slot Skill Locks" field in your availability.		::If enabled, <section begin="skillLockDesc" />staff will be able to define skills/accommodations in group availabilities that when booked, will lock the availability to the first chosen skill. The typical use case for this is for languages. For example, if you offered the skills "English," "Spanish," "French," and "Extra Time" and the first student books with the "Spanish" skill, you may want to limit all subsequent appointments to Spanish while allowing students to freely choose (or not choose) "Extra Time." To do this, you would simply list out the language skills in the "Group Slot Skill Locks" field in your availability.

	::[[File:1551811.png\|500px]]		::[[File:1551811.png\|500px]]

	::With the above in place, Student A may schedule for Spanish (which locks the group to Spanish since they were first), Student B may schedule for Spanish and Extra Time, but Student C will not see this availability in search results if they search for English.<br><br>		::With the above in place, Student A may schedule for Spanish (which locks the group to Spanish since they were first), Student B may schedule for Spanish and Extra Time, but Student C will not see this availability in search results if they search for English.<section end="skillLockDesc" /><br><br>

	* <b>Allow student to upload [[TracCloud:_Documents\|documents]] to the appointment</b>		* <b>Allow student to upload [[TracCloud:_Documents\|documents]] to the appointment</b>

Redrock at 15:20, 31 July 2025

2025-07-31T15:20:27Z

← Older revision		Revision as of 15:20, 31 July 2025
Line 111:		Line 111:
	* <b>Block students from booking recurring appointments</b>		* <b>Block students from booking recurring appointments</b>
	::Prevents students from booking recurring appointments for themselves. Staff can still book recurring availabilities on behalf of students if needed.<br><br>		::Prevents students from booking recurring appointments for themselves. Staff can still book recurring availabilities on behalf of students if needed.<br><br>

			* <b>Prevent Staff from Overriding and allowing students to book recurring</b>
			::Even if the above option is set to 'Yes,' staff can manually allow students to book recurring on a per availability basis. Setting this option to yes will block this as well.<br><br>

	* <b>Default value for availability max students</b>		* <b>Default value for availability max students</b>