Cancelling an Appointment
To cancel an existing appointment, click on the appointment topic from the Student Advisee Case Record
Within the appointment record page, click on Appointment Actions in the upper right hand corner
The Appointment Actions box will pop up, click Cancel Appointment
Confirm that you want to cancel the appointment by leaving any comments for the student in the dialogue box and then clicking Cancel It
Rescheduling an Appointment
To reschedule an existing appointment, click on the appointment topic from the Student Advisee Case Record
Within the appointment record page, click on Appointment Actions in the upper right hand corner
The Appointment Actions box will pop up, click Cancel Appointment
On the cancellation confirmation page, click Reschedule Instead
This will open a new scheduling page where you can select a new date and time from predefined availability. Select a new date and time, and click Save
Updating / Editing an Appointment
To update / edit an existing appointment, click on the appointment topic from the Student Advisee Case Record
Within the appointment record page, click on Appointment Actions in the upper right hand corner
Select Edit Appointment
Within the edit appointment page, make any necessary changes to the appointment (location, web meeting link, topic, subtopic, subject, description) and then click Save
Transferring an Appointment
Click on the appointment topic from the Student Advisee Case Record
On the right-hand column, locate the Transfer Appointment Ownership box and type the name of the individual to whom you are transferring the appointment and click Select Location
This will bring up a New Location picklist where you choose the location for the new appointment owner and click Finish
Note: you must complete both steps of this transfer process in order to successfully transfer an appointment