How do I install, configure, and use the Appointment Scheduler app?
Answer
Alma has an Appointment Scheduler app that can be used to schedule visits to library locations like a circulation desk, reference desk, or study room. There are a few important things worth considering before deciding whether to use the Appointment Scheduler app.
- The app does not have a public calendar where users can schedule appointments, not does it have a feature that allows users to request appointments. All appointments must be created by staff within Alma, and requests for appointments must be submitted by other means (webform, email, etc.).
- Appointments are linked to user records in Alma, but they cannot be linked to specific resources.
Note: You must be using Alma's new layout to install, configure, and use apps. For more information on Alma's new layout, please see https://public.3.basecamp.com/p/U75rZgTRkzYjW5jsviQjGKm2
For additional information on the Appointment Scheduler app, please see https://developers.exlibrisgroup.com/appcenter/appointment-scheduler/
Table of Contents
Installing and Configuring the Appointment Scheduler App
1. Click the Cloud App Center button.
2. Click the Available Apps tab, scroll down and click on the Appointment Scheduler app, and then click the Install button.
3. Click the Open button, and then click the Configure button.
4. In the Locations tab, click the Add Location button.
5. Enter a name for the location into the name field, select a capacity for the location, and then select a color for the location. Click the Add Location button again and repeat this process to create additional locations. Once you have created all necessary locations, click the Save button.
6. Click the Notification tab, make sure the Send Notification box is checked, enter an email subject, from name, and reply to address, edit the body of the email, and then click the Save button. The appointment will appear in the calendar, and the user will be sent an email.
7. Click the General tab, select your desired default appointment length from the Default Duration dropdown, select your desired range of possible appointment times from the Start Hour and End Hour dropdowns, and then click Save.
Using the Appointment Scheduler App
To use the Appointment Scheduler app, click the Cloud Apps Center button and then click on the Appointment Scheduler app in the Installed Apps tab.
1. Click the Schedule tab, select a day by either using the Previous and Next buttons or by clicking the calendar icon, click on the Locations dropdown, and then select a location.
2. Once you select a location, a schedule for the date you selected will appear. Double click a time slot to create an appointment.
3. Select an appointment duration from the Duration dropdown and then enter the user's name into the User field. The app will query your user records. Select the appropriate user record from the results and then click the Save button. The appointment will be added to the schedule, and the user will receive a notification email.
1. You can search for appointments for specific users. To do this, click the Search tab and enter the user's name into the Search by User field. The app will query your user records. Select the appropriate user record from the results. If the user has an appointment, the appointment record will appear below the Search By User field.
2. If you would like to edit an appointment in the search results list, click the pencil icon next to the appointment, edit the appointment as necessary, and then click the Save button. The schedule will be adjusted accordingly, and the user will receive a new notification email.
