New Meeting Scheduler Checklist for Admins

As an SS&E administrator, use this article as a final checklist to ensure that staff appear within the new meeting scheduler.

For more detailed information about how SS&E Administrators can configure the new meeting scheduler, please refer to the detailed instructions found here.

 

✅Service Offerings checklist

From Admin >Meetings > Service Offerings, verify/edit/activate all of the new meeting scheduler service offerings.

☐ Verify that only relevant (i.e. new meeting scheduler) services are Active

☐ Verify that relevant service offering names used in the new meeting scheduler do not include any information about the meeting modality (online or in-person)
☐ Verify that all relevant service offerings include the meeting duration. If no meeting length is specified, the service offering will not appear in the new meeting scheduler.
☐ Bulk deactivate or create new services (as needed)
☐ Add a description to services (optional). If added, this description will appear in the new meeting scheduler.

 

✅Meeting Modalities checklist

☐ From Admin>Meetings>Meeting Modalities, enable all of the new meeting scheduler modalities so that they are active. Only active modalities will appear throughout the new meeting scheduler.

 

✅Campuses checklist

From Admin >Campuses and Buildings > Campuses, verify/create/activate all of the campuses used in the new meeting scheduler.

☐ Verify that all relevant (i.e. new meeting scheduler) campuses are Active

☐ Avoid editing existing campus information from the UI [User Interface] as these are most likely used in other data feeds that refer to campuses/aka locations, since changes will most likely be overwritten

☐ If a campus name that you need doesn't exist, simply create a new one, and make sure staff/faculty know to select the active/correct meeting scheduler campus name(s) when configuring new scheduler meeting availability in their individual User Settings

✅Offices Checklist

From Admin>Meetings>Offices, verify/edit/activate the offices used in the new meeting scheduler.

☐ Verify that only relevant (i.e. new meeting scheduler) offices are Active
☐ Verify that Offices are linked to the correct services and campus

☐ Verify that the naming convention is appropriate for the new meeting scheduler
☐ Remove online/in-person modality indicators from office, aka service delivery location names

☐ Bulk deactivate or create new Offices (as needed)

Note:  If users encounter the error 'There is no availability for your selection' while setting up a meeting. This will be because no advisor has added their meeting availability in their settings.

No availability error.PNG




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