Creating and managing schedules

How do I create a new schedule?
From your Fair Management dashboard, navigate to Appointments, and click Manage Appointments & Schedules. Then click New and fill in the schedule details! This video gives you a walk-through.

How do I copy a schedule?

From your Appointments & Schedules page, click Copy and then select the schedule you would like to duplicate from the drop-down menu in the box that pops up.

How do I see the appointments for a schedule?

From your Appointments & Schedules page, click the Schedule Name of the schedule you want to view. Then click on Time Slots to view the appointments for that schedule.

How do I change the time slots for a schedule?
Once you've navigated to the Schedule you wish to edit, click on Time Slots. Select 'Clear time slots' and then you can edit the schedule's start time, end time as well as the time slot duration in the top bar, before clicking 'Generate Time Slots'. Click here for a video. You may then also block off particular time slots if desired.

Please note: If there are already appointments made within the schedule, you cannot change or clear the time slots without canceling the existing candidate appointments. If you choose to proceed with canceling them, please note that this cannot be undone.

How do I block off times on a schedule so students can't make a reservation?
From your Fair Management dashboard, click Manage Appointments and Schedules. Then click on the Schedule Name you'd like to edit, and click the Time Slots tab. From there, you will see the time slots and can choose to block off certain times, by checking the box under the column titled Blocked for that row. You may also add a reason if desired.

How do I cancel a candidate reservation on a schedule?
Once you've navigated to the Schedule in question, click on Time Slots, and then simply click the Cancel icon to the side of the appointment you wish to cancel.

You will be prompted to enter a reason for the cancellation and the candidate will be notified. However, please note that canceling an appointment cannot be undone.

How do I export the appointments for a schedule to send to an employer?

From the Schedules dashboard, select the Schedule Name that you wish to export, and then click on Time Slots. Click the green button titled Export Appointments from the right-hand side of your screen, and the Excel file will be available to download. You can then send it via email to the employer.

Scheduling window

I don't want students to book reservations until a certain date. Can I do that?
Yes! The window for scheduling appointments is set by the fair organizers. From the dashboard, navigate to Manage Appointments and Schedules; at the top, you'll be able to determine when the scheduling window opens and closes.

I want students to be able to book a reservation during the event. Can I do that?
Yes, you may set the scheduling window beyond the start of the fair, however we don't typically recommend it, as it can be confusing for the recruiters. Instead, we offer drop-in rooms, that may help to manage an unexpected flow of virtual students.

Recruiter Changes

How do I assign or change a primary recruiter for a schedule?

From the Appointments & Schedules page, select the Schedule Name that you wish to edit, and then click Recruiters from the tabbed options at the top. From there, simply use the drop-down menu under Assign a Primary Recruiter to select the recruiter you want to assign for the schedule. If you can't find the recruiter you are looking for in the drop-down options, you can invite them via email in the Add or Remove Recruiters box on the same page. You will then be able to assign them as a primary recruiter.

A recruiter is canceling, how do I delete a schedule?

From the Appointments & Schedules page, click the small trash can icon at the end of the row representing the schedule you wish to delete. A popup will prompt you to confirm the action, as deleting a schedule will cancel all its appointments, and cannot be undone.

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