ATS Scheduling. To schedule or edit an existing appointment, you can choose the menu option or the calendar 15 icon in the toolbar.

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1 Scheduling To schedule or edit an existing appointment, you can choose the menu option or the calendar 15 icon in the toolbar. Required fields for an appointment are appointment time selected in the calendar on the right, with drop-down, which is the user the appointment is for, and the purpose drop-down. All other fields are optional. You can select a team for game or practice or a team and/or athlete for an appointment with an athlete. To select a time span, click and hold down the left mouse button in the start time and drag to the end time of the appointment. Copyright by Keffer Development Services, LLC Page 1

To schedule an event spanning multiple days, like a vacation, you can click and highlight multiple days on the top left calendar to change the day view or click week or month format buttons on the

2 To schedule an event spanning multiple days, like a vacation, you can click and highlight multiple days on the top left calendar to change the day view or click week or month format buttons on the right side of the screen. Then click on the start day and drag you mouse to the last day of the event. Click the Save button when finished. To work with an existing appointment, you must double-click it for its properties to populate on the left and be able to delete or edit. The calendar on the left shows days in bold where existing appointments exist. To edit an appointment, double-click an existing appointment on the right calendar. Change the values on the left as needed. To change the time, drag the appointment block on the right calendar to the new time span. To increase or decrease time span, click the top or bottom edge of the appointment block and drag up or down. To move an appointment to another day, you can click the appointment on the right calendar and drag it over the day desired on the top left calendar or switch to multiple day view, mentioned above, and drag the appointment to the desired day. Copyright by Keffer Development Services, LLC Page 2

Clicking Show All will clear filters specified. While an appointment is selected in the list, you may edit, delete or save changes.

3 Daily appointments can be viewed from this screen. Clicking another day in the calendar at the top will show appointments for that day. You may also filter by team and/or the current users appointments only. From this screen it can also be edited to show whether the athlete showed or cancelled. Clicking Show All will clear filters specified. While an appointment is selected in the list, you may edit, delete or save changes. You may also view the athlete information included in the appointment. All appointments for an athlete can be viewed from this screen. All features are similar to the Daily Appointments screen above. The appointments are in descending order. Copyright by Keffer Development Services, LLC Page 3

Users can view appointments specific to them through the My Appointments screen or individual

The calendar functionality is the same as the Make an Appointment screen.

Double-click a blank or existing appointment to add or edit one.

4 Users can view appointments specific to them through the My Appointments screen or individual staff appointments using the Staff Appointment screen below. The calendar functionality is the same as the Make an Appointment screen. Days on the left calendar in bold show days where appointments exist. Double-click a blank or existing appointment to add or edit one. To view other staff appointments, select them in the drop-down list at the top. You may also scroll through each staff with the arrow buttons at the top left. Copyright by Keffer Development Services, LLC Page 4

5 Be sure to make the administration settings match your programs before you get started. Opt (2) tab of site info is where you will select the setting options for your schedule: such as minutes per appointment, default appointment purpose, how many days to show on the appointment screen and how many people can schedule for an appointment. Copyright by Keffer Development Services, LLC Page 5

6 The Highlight Color Config tab allows you to select different colors for you schedule as well as the category that is to be color coded: such as by employee, sport, location or purpose. Copyright by Keffer Development Services, LLC Page 6

7 It is required to set your (or your staffs) availability before athletes can choose appointments via the Athlete Portal or Athlete Kiosk. Copyright by Keffer Development Services, LLC Page 7

appointment/practice/game as you normally

8 You can also schedule a recurring appointment, practice, or game using the add/edit multiple appointments screen. Create and save your appointment/practice/game as you normally would and then select the Recurrence tab. You can set the appointment daily, weekly, monthly or yearly. Copyright by Keffer Development Services, LLC Page 8

9 Scheduling Appointments, Meetings, and Events

9 Scheduling Appointments, Meetings, and Events This chapter explains how to: Create an appointment, meeting or event Use QuickAdd to quickly create an appointment Create recurring appointments or meetings