Appointment Manager

User Guide Overview

Attention:
Appointment Manager is only available for Lightning users.
Requirements:
  • Events Rx 2023 Release 1
  • FormBuilder Rx 2023 Release 1
  • DXP 2023 Release 1
You will also need to contact Enrollment Rx to obtain user licenses.
Note:
For instructions on licensing, installation, and configuration, including setup with Education Cloud and Person Accounts, please visit Introduction & Setup.

Appointment Manager is a brand new module in Events Rx as of 2023 Release 1. Using native Salesforce technology, it leverages all the functionality of Events Rx, FormBuilder Rx, and DXP, which we introduced in 2022.

This section features the end user guide for Appointment Manager. It consists of eight main modules, listed below.

  1. Staff User Calendar
  2. Staff User Availability
  3. Integration with External Calendars (Google and Outlook)
  4. Staff User Personal Invitation to Contact
  5. Complete Appointment
  6. Public Calendar for Students
  7. Appointment Registration (one student, one staff user)
  8. Rescheduling an Appointment