This unit on how to schedule appointments kicks off with a lesson on the student lookup method. This method provides the most streamlined process for a front desk or staff member to schedule an appointment with a student. By using this method, all of the group’s customized scheduler options are available to ensure that the appointment details include necessary information such as reason codes and the group’s intake form.
Lesson 1 Video: Scheduling Appointments Via Student Lookup (Video, 5 minutes)
Watch this ConexED video to learn how front desk agents and those with the faculty/staff role and above schedule appointments for students using the student lookup.