Reassign Appointments

Appointments can be reassigned to the same advisor at a different time/day or can be reassigned to another advisor. This guide covers how to do both.

If multiple appointments need to be reassigned, steps 4 - 6 will need to be completed for each appointment.

1

Click on the "Staff" tab then "Reassign Appointments"

location of the Reassign Appointments page unter the Staff tab

 
2

Select the advisor that needs an appointment reassigned

selecting an advisor from the filters available on the Reassign Appointments page

 
3

Adjust the date fields to show the appointments that need to be reassigned

  • Click on "Show reservations" to update the list of appointments.

selecting a date range from the filters available on the Reassign Appointments page

 
4

Select "Reassign" next to the appointment that needs to be reassigned

selecting the Reassign button next to an appointment

 
5

Specify the reassignment options

  1. Select the alternative date for the appointment (it can be for the same day).
  2. Select the advisor to reassign the appointment to.
  3. Select the date/time to reassign the appointment to.

specifying appointment reassignment details

Heads up!
Staff will be listed under the Choose Staff/Group dropdown oinly if they have Advisor access to the program that the appointment was originally scheduled under and have an open appointment slot for that program on the selected date.
 
6

Confirm the reassignment details then select "Reassign Appointment"

The student will receive an email with the details of their reassigned appointment.
Reassign Appointment button