The following table provides a step-by-step guide for configuring and using the Appointment Scheduler. Each step includes a link to detailed instructions and an overview of the information covered in that step.
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. |