Appointment Scheduler Overview

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The Appointment Scheduler feature in TargetX Events enables students to conveniently schedule appointments with advisors, staff, faculty, or service centers. TargetX Appointment Scheduler requires the authentication of the student within a TargetX Community to ensure the unique validation, identification, and association of a student with an appointment.

Appointments can only be accessed through the Appointment Scheduler community for Students. Users with appropriate permissions can view Appointments and Interviews on the Appointment Calendar.

In Appointment Scheduler, students can:

Schedule Appointments by filtering for modalities such as In-Person, Virtual, or Phone.
Schedule Interviews.
View and easily schedule appointments with Success Team members.
View details about their upcoming, past, or canceled appointments/interviews.
Add appointments/interviews to their calendar(s).
Cancel appointments/interviews and provide a reason for cancellation(s).
For details on how students schedule appointments, see the article Understanding how Students Schedule Appointments and Interviews or Understanding how Students Schedule Appointments and Interviews in the new UI if you use the new UI (available August '23).

appt scheduler landing

Using Communities for Appointments and Interviews

To schedule Appointments and Interviews, users must be authenticated and have a valid Community license. If you have set up both Applicant Dashboard and Events, users can access the Appointments & Interviews feature through the Community. To enable this feature, you must grant the Appointment/Interviews (student-facing) permissions to your current Community user, as specified in the TargetX Permission Scanner. Note: If you do not use Interviews, turn off this feature by unchecking the Enable Interviews option in the Appointment Scheduler Settings.

Appontments and Interviews option in Applicant Dashboard.png

If you want to use Appointments and Interviews for Current Students - you must create a NEW community. For guidance, contact the Implementation or Support teams. If you don't have Community licenses, you can manually register students for interviews, alert Students via email, and only allow internal users to manage Interview records through Salesforce.

Note: When the TargetX Student Success Center AND Retention are installed, a bottom navigation bar will appear when accessing TargetX Events if configured in TargetX Profile Settings. The bottom navigation bar:

Appears for specified users/profiles that access TargetX Events.
Provides a consistent bottom-navigation bar for users of the Student Success Center and TargetX Retention for specified users/profiles.

Appointment Scheduler Implementation

Step #	Administrative Topic/Link	This topic contains information on:
1	TargetX Communities Configuration Guide	Steps to configure a TargetX Community.
2	Update Picklist Values	Instructions on updating Picklist values for use with Appointment Scheduler.
3	Update Page Layouts	Instructions on updating Page Layouts for use with Appointment Scheduler.
4	Setup Appointment Scheduler users	Steps to set up users for Appointment Scheduler.
5	Create an Appointment Scheduler App	Steps to create an App for Appointment Scheduler.
6	Custom Settings for Appointment Scheduler	How to configure Custom Settings for Appointment Scheduler.
7	Email templates for Appointment Scheduler	Overview of email templates available for Appointment Scheduler.
8	Define Profiles for Appointment Scheduler	How staff defines Profiles for Appointment Scheduler; this information will be available to students when scheduling appointments.