This feature allows you to create targeted scheduling requests for a specific appointment type that is sent to the student. Once created, the students will receive an email with your provided message and a unique scheduling link to book an appointment. You can select applicable students by group, tag, or other parameters. Additionally you will have the ability to do a "Bulk Search" by pasting in a list of Student ID numbers to directly target a specific list of students.

  1. On the left-hand side, navigate to Appointments.
  2. Select Campaigns.
  3. Select the New Campaign on the upper right-hand side.

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  1. Fill out the necessary information to create your appointment campaign:

  2. Campaign name

  3. Location

  4. Appointment Type

  5. Appointment Duration - The duration of a scheduled appointment from this campaign

  6. Time Between Appointments - This sets the time between each spacing between each booked appointment in your campaign. Helpful if you would like a break in between appointments or want them to be back to back.

  7. Max Attendee Count - if you'd like more than one student to sign up for the same appointment time, you can configure this number based on your campaign preference. By default, 1 student is selected.

  8. Appointment Frequency - you may choose if you'd like these appointments to occur one-time or weekly. If weekly is selected, a new box will appear to enter the end date of these recurring appointments.

  9. Email Subject

  10. Email Message

  11. Start Date and End Date

  12. Zoom enabled (if applicable to your school)

  13. Campaign Attachments - you may add any file attachments to campaign

  14. Recipients - Who should be included in this campaign? By default, all of your assigned students will be included, however, you can disable this and manually select.

  15. Term - Which term do you want to send this for? Active students in this selected term will be included.

  16. Click Create Campaign.

How to edit an Appointment Campaign:

  1. Click on Appointments.
  2. Click on Campaigns. Your past campaigns should appear.
  3. Click on View under the Actions tab.

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  1. Click Edit Campaign at the top right to make any changes to your campaign.

  2. Select the students by checking the box next to their name, a Bulk Action drop down will appear. If you click on that, you will have the option to remove those students selected from the campaign or you can send those students a reminder email.

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  1. You may also choose to Add Student(s) to Campaign.