Learn how to build, edit, and add curriculum group schedulers to packages. A curriculum scheduler is a fit for any group or class that has a set number of sessions and an end date.
A few things to note:
- Group schedulers *must* be added to a package in order to be utilized. They cannot be sent out individually like regular schedulers.
- You must have admin permissions to create a group scheduler, or cancel a session booked through a group scheduler.
Creating a curriculum scheduler
Curriculum schedulers can be found in the side navigation bar under Calendar and clicking the (+)
You can set the number of participants so that you don't overbook:
Accounts payable is set on the scheduler level, which is different than our other schedulers.
Once you click save, you are able to add time slots in.
- Click on the start time, and the drag until the end time.
- You can create your time slots, and then go back to assign members if you're not sure who will be the owner of the session.
Editing an ongoing scheduler
To edit an existing group scheduler, you can click on (...) to adjust the settings and the calendar icon to adjust the time slots/assigned members.
Adding to a package
When adding a group scheduler to a package, you can choose to have it on it's own, or you can pair it with other sessions.
You won't select the number of sessions, since the curriculum is pre-determined.
Client Experience
Once your client purchases a package, it's a little different than other schedulers. The client won't sign up for the time slots because it's they're already set. They will need to "join" the scheduler.
Once your client clicks Join, they'll see 2 tabs. The overview has the Curriculum Scheduler description.
The schedule has the set schedule of classes/sessions.
Curriculum Scheduler Package Cards
Package cards with curriculum schedulers look a little different.
Accessing curriculum scheduler appointments
Under all of your group schedulers is the appointments for those schedulers. You can see who the owner of the specific session is, and how many attendees are signed up, or attended.
Clicking into the group session will take you to the appointment view:
- The assigned organizer of the appointment will need to add outcomes twice
- One time for each attendee - think of it as taking attendance.
- One time for the appointment as a whole -> this is how Accounts Payable is calculated.