Manage Appointment Slots

Learn how to cancel reserved appointment slots and delete unreserved appointment slots.

 Table of Contents

Canceling and Blocking Reserved Appointments

Heads up!
This process is used to cancel appointments and block the appointment time slot so that it can't be rescheduled by another student.

Reserved appointments should be cancelled and blocked through Achieve and not by deleting the appointment in Outlook. Deleting an appointment through Outlook will not mark the appointment as cancelled and send a cancellation notification to the student. To cancel and block appointments:

1

Navigate to Manage Time Slots

Located under the Staff tab.

location of Manage Time Slots page under the Staff tab in Achieve

 
2

Ensure "Cancel & Block" is selected at the topcancel & block appointment option selected at top of page

 
3

Set the filters to find the appointments you wish to cancel and block

  • Select the advisor's name from the Staff dropdown.
  • Adjust the From Date and To Date fields to show the date range when appointments need to be cancelled and blocked.
  • Select Show Appointments.

Filter options for cancel & block page along with the Show Appointments button

 
4

Select the checkbox to the left of each appointment that needs to be cancelled and blocked then select "Cancel Reservations & Block Appointments"

If needed, you can click on the checkbox in the header row to select/deselect all appointments in the list. Once the appointments are cancelled, students will receive an email notifying them of the cancellation and the appointment slots will be blocked so they cannot be scheduled by other students.

checkboxes to cancel and block appointments along with the Cancel & Block appointment button

Deleting Open Appointment Slots

Creating Appointments Slots in Achieve vs. in Outlook
Achieve automatically blocks open appointment slots if it notices a conflict in Outlook. The process below can be used to manually block open appointment slots to prevent them from being scheduled by students.
Learn more about the Auto Block feature

It is recommended that appointment slots that need to be removed from advisor schedules get deleted using the Manage Time Slots page. If appointment slots are deleted directly from Outlook, there is a possibility that an appointment may get scheduled by a student before the system syncs.

1

Navigate to Manage Time Slots

Located under the Staff tab.

location of Manage Time Slots page under the Staff tab in Achieve

 
2

Select "Delete unreserved appointment time slots" at the topDelete unreserved appointment slots option selected at top of page

 
3

Set the filters to find the slots you wish to delete

  • Select the advisor's name from the Staff dropdown.
  • Adjust the From Date and To Date fields to show the appropriate date range.
  • Select Show Appointments.
    • Note: this report will only show open (i.e., non-reserved) appointment slots.

Filter options along with the Show Appointments button

 
4

Select the checkbox to the left of each slot you want deleted

If needed, you can click on the checkbox in the header row to select/deselect all slots in the list.

location of checkboxes to select appointment slots to delete

 
5

Click Delete Appointments

The selected slots will be deleted.

location of Delete Appointments button