Slate Spotlight: Active Scheduler

Welcome.

Happy Wednesday everybody.

Rowdy Elliot what's up?

Hello hello.

We are just gonna wait a moment or two to let everybody pile in here. Hello to everybody. It is Wednesday.

And I'm happy to be with you here today on this lovely Wednesday afternoon.

Good afternoon Alabama Aquinas. What's up? When Acerra Chapel Hill was up?

Kingdoms, yes, Suni purchase yo ramen.

Bars what's going on everybody. We're going to wait. We had a ton of registrants sign up, which is awesome and fantastic, so we're just going to give it a couple more beats to let everybody pile in before we get started. As you all have already started to do, say hello in the chat, say where you're from, what the weather is like there.

It is somewhere down the road.

Go pokes.

Undefeated OSU.

Maybe somewhere down the road?

Santa Clara what's up? Sunny and 70 northeastern PA.

What's up?

Scott, dear.

Extra points for today's webinar participants. If you name the band, the members of the band and the name of this song.

Super group.

Most ridiculous super group that ever grew right. Jeff Lynne yeah. Well yeah. Roy Orbison got it. George Harrison Tom Petty. Bob Dylan.

Ridiculous, right? Close? Yeah and Jeff Lynne. Who's Tom Petty? I don't know.

Cisco may have been in it for awhile. Yeah, good call. Good call. Should have been Cisco.

Totally agree Mike Pettit. Great call Jeff Lynne. Great songwriter great song producer.

Nice.

Alright cool, let's get this cranked up. Thank you all for being here. Thank you all for wonderfully adding to the chat already.

And it's lovely to to see you all. Virtually today, Wednesday, October 20th. It's about 1:00 o'clock. My name is Ken Higgins. I'm the general manager of student success here at technicians. The company that brings you slate. Very happy to see you all today and be with you to share some what I think is some pretty fantastic cool new stuff in Slate we will we will go over in the next 45 minutes or so.

This kind of Spotlight edition on a new enhancement in Slate called Active Scheduler, so I'll be available. I'm actually going to 'cause I'm going to be sharing my screen and have some other stuff up. I'll be paying attention to the chat, but I will be joined by a couple of my colleagues, Sarah and Elizabeth, who will be active in the chat. So just FY I if you have questions I'll I'll be trying to pay attention, but since there's a lot of you here, just keep your questions coming into the chat and that's totally cool well.

We will be able to address them tuning into you coming to you from sunny New Haven, CT. It's like 70 degrees outside. They just learned that like 5 minutes ago, I've been inside all day, but I heard it's like 70 degrees and really sunny and it's great day. So hopefully we can hang on to these last couple of days of this kind of interesting lasting summer before it starts to get chilly. So let's just dive right in. So a couple of housekeeping items quickly and.

This was already asked. Is this recording? Is this web and are being recorded right? So this webinar is being recorded and will be made available for viewing.

By way of a couple of different mediums. So yes, it is being recorded and will be available to you after the recording is over. Closed captioning can be enabled by clicking the CC button in the upper right corner of your share window. Full screen viewing can be enabled by clicking the expand button also same area right there to go full screen or toggle between full screen. If you do need to re sync. If my audio or video sounds offer is just to beat off or something like that. Best bet is to refresh.

Your share window probably don't leave it entirely and then return. Just hit the refresh and that should solve it, and then yes, absolutely. Post your questions in the chat. There were a.

A villa.

Oh sorry, am I still here? Can you guys still see me?

Can you guys see me?

Let's see if I can get back in.

OK, trying to.

Alright, let's see if you guys can see me, that's great. Yay back again yay yay. Sharing screen again yay Woo can everybody see me? Yes let me know hello yeah you want to start again I can start playing the song hey so welcome this is Ken great to see you all again yeah traveling will berries yes it was all those people great write all the things that I said before just pretend.

Like that, none of that happened must have been the old walk indeed. No, I will not back down as per Tom Petty said, you can't can't get rid of me so welcome back. Thank you. Sorry for that brief interruption. Must have been the solar winds or something like that.

Where was I? What was I saying? So housekeeping items for your information, recorded webinars, recorded CC button up top full screen viewing up top. If you need to re sync audio and or video. It was me breaking up the weather. OK, thank you. Questions may be posted in the chat and yes it is a lovely 70 degrees. I'm not going to say that again just in case that was the reason why I got knocked off. But yeah it's like 70 degrees so sorry if that's nicer than the weather where you are, but I hope it's it's nice review as well. So let's dive right in without further.

Without further ado, So what we're talking about today is an enhanced feature called active scheduler, right? And via active scheduler. What I'm going to do is we're going to kind of talk through some of the some of the options that now exist to you, and some of the functionality that is now available to you. And then we're actually going to dive right into Slate and and we'll we'll build some things out. I want to be able to kind of see this live and in action now. Alright, so let's just say.

What you can do?

Is now within active schedule. You can create availability windows. OK, so if you wanted to schedule your availability, let's say from 9 to 12.

On Mondays, Wednesdays and Fridays, you have the ability to do that via this new tool active scheduler. You can override individual availability windows, so let's say you typically are available from 9 to 12 for half hour appointments every Monday and Friday, but your child or something like that has the day off of school on Friday and you want to be able to take that day off, but you don't want to override your entire schedule, you actually have the ability to kind of ad hoc.

Override an individual time slot or an individual window within your overall availability structure.

Alright, and you can do that ad hoc as you see fit. What this ultimately does is create time slots for your availability and you know some of you may be on here, but then, well, does scheduler does that right? And yes, that that's absolutely true, and we'll we'll get into some of the nuances and differences between schedule or an active schedule in just a moment, but it's what it's going to do is to create time slots.

External appointments via your I Cal feeds will display as busy so that is to say if you have LinkedIn external calendar, let's say it's an outlook or a Gmail calendar.

Will display as busy or you won't be able to have that availability show inside of your schedule or availability.

What it does? It's like I said slightly different than than schedule. Or is it automatically allocates time slots for your availability, right? So what it will automatically do is create individual timeslots as you see fit based off of kind of basic settings to say oh Monday, Wednesday and Friday from 9 to 12 you said you're available in what frequency, or what time slots would you like to have the frequency occur for these individual time slots and you can say I want 30 minutes OK and then it's going to automatically allocate.

Those 30 minute time slots based in that availability window, right? Let's say you want an 8 to 10 window and then you want to have an hour break to go grab lunch and then a one to three window, and then you're going to be able to to have that breaking. It's going to accommodate it for you.

Alright, you can also control the ability for students or students for whomever the registrants are for these events, or for these appointments. It's controlled consecutive signups, so perhaps you say I want to be available in every available appointments every 15 minutes from that 9 to 12 window on Monday, Wednesday, and Friday, but I kind of want to have a little buffer in between when students excuse me when they register and sign up for one of these events if one of them.

Signs up, let's say for the 9:00 o'clock event, but I also had a 9:15 appointment available.

But I can't be. I can't be available anymore for that 9:15 appointment. It will automatically, you know, block that out for you. It would also give you a buffer of some. But let's say you had a 30 minute time slot window from 9:00 to 9:30, but you wanted to have a 15 minute buffer in between the next appointment that somebody could sign up for the next time slot that somebody could sign up for. You can structure it so that it's 15 minutes after the ending of your first meeting.

And again, similar to kind of all that we're talking about. All this is really tight to a forward facing experience for those registrants. The people who are signing up for the the appointments will be able to display, you know, be able to interact with this landing page or this calendar via your dynamic portal.

OK.

I do want to take a point before we dive into slate. I think it's important to some of you. This might be. You might have a really good grip on these tools that are these features that are on the screen scheduler versus active scheduler versus events, right? But I do think it's it's important to kind of call out the differences between these things 'cause you might be like. Well, what's you know? What's the difference? I don't know. I'm creating event since late. I'm creating schedule appointments in Slate.

What's the difference between this active schedule or you might not have used either of these or any of these tools yet. You might be new to Slate, and that's OK, so I did want to take just a moment. If you get this already, just humor me because this is important to kind of make clear, so an event in Slate, right? We've got those two icons to the farther right up on the slate big ribbon features.

Events is kind of the first one or the one that's the furthest left, and events allow essentially multiple registrants by way of a form submission, right? So a form a student or a registrant signs up by filling out a form and saying I'm interested in that event, attending that event and event allows you to have more than one registrant, right scheduler and active scheduler are by definition events, but they just have this this little nuanced rule that says they have a registrant limit.

Of one, so these two Tools act schedule or an active schedule really just kind of all the scheduler tool are good for one on one individual appointments, so if you're interested in an event where you want more than one registrant, you would create an event. If you're interested in appointments or interviews or time slots where it is very one on one, a limit of 1 per event, one registrant per event, then we're really going to be talking about.

Scheduler or active scheduler scheduler is structured to make individual appointments, which are events from a standardized template and you can build them out kind of one by one ad hoc right? So let's take that same use case where you say I need to be available from 9 to 12 on Monday, Wednesday and Friday for in the scheduler structure you airing the settings you would have to create those individual appointments at 199 thirty ten. 10:30 so on and so forth. There is a kind of a making things in batch tool in the scheduler.

But but you'd have to create those out.

Alright, active scheduler will allow the blocking of availability as I described. Then auto generating time slots via those basic settings in active scheduler. So for that 9 to 12 availability window that you may be interested in right? Once you create those settings and basically you just say I want the individual time intervals individual timeslots to last 30 minutes and the interval in between when they can, students can sign up for more when registrants.

Sign up forms might keep making that mistake.

You just do that in the basic settings and it's going to auto generate those time slots up for you within those given.

Availability windows, right?

Active scheduler and scheduler are aware of each others kind of availability. OK, so if you have, there's nothing stopping you from continuing to use scheduler for some tools for some processes or some appointments and active scheduler inactive schedule for kind of two different types of appointments are two different types of time slots. They will all kind of be aware and are reductive of one another, so if you were to say I have a scheduler.

Appointment that I have structured somewhere in between that nine to twelve option on a Monday, but I have also created my schedule active scheduler availability from 9 to 12 on Monday scheduler and active scheduler will be able to talk to each other and active scheduler will say Nope. Just kidding. There is already a scheduled meeting on your slate calendar for somewhere in between that time frame and it will allow able to actually take that away as an option.

We're going to. We're going to walk through all of this, but I think it's important to articulate really the differences between the nuances between schedulers. Kind of function, active schedulers function, and what, just you know are are kind of traditional events tool, yes.

OK, and keep the questions rolling great. Yeah, keep the questions rolling in the chat. We've got Elizabeth and Sarah who are are diving in already. So thank you guys for that.

But don't stop with questions.

One more note about scheduler versus active scheduler versus events. External calendar integration is available for events and scheduler and active scheduler, right? That's not something that that is particularly new, right? You can subscribe via I Cal feed and link your external calendar. If it's Gmail. If it's outlook, whatever it might be right. And conversely, you can overlay your slate.

Calendar or availability thing that exists that you see in slate events or active scheduler scheduler over to your external calendar. However, one caveat, the bidirectional frequency of of when those two kind of converse the data conversations are happening is that the level of frequency is higher for active scheduler. In fact quite a bit higher, so the it's certainly you know the moment that you create. Let's say an event that would mark you as.

Busy, uhm?

In your Google Calendar or outlook would take not a whole lot of time at all before it actually talks to your slate calendar and adjusts appropriately inside of slave for your for your active schedule or availability. A good question came in and somebody answered it, but it's worth reiterating this active scheduler tool is already available in production environments. I'll walk through where to.

Access to early access features in your database configuration, but if you wanted to start using this or explore or maybe test it a little bit, it's already available to you in your production environment. You just have to make a configuration switch in your database to make it kind of live in your in your.

In your production environment. So let's have some fun. You guys want to dive in and take a look at what it might be, what it might look like. Let's do it alright, so.

Alright.

Let me go over here.

Let us go to sleep. OK, so you guys are still seeing my slate? No no, no more blips, right? You can still see my screen. Great, you can still see me in here. Yeah cool thanks. I need that confirmation. OK great great great alright so I have. Let's say you want to turn on your early access to this this active scheduler tool. Alright, let's jump over to our database just really quickly will navigate down to the configuration keys here.

Uhm, and we will want to Scroll down just a little bit. OK, or you can search but will go down here. Let's say where am I going to do new?

Just a little further down.

Enable early access features. Alright so.

Uhm?

These are the keys to two.

And there is an option to turn on. I'm blanking already about where to go here, but once that configuration key is enabled under database configurations, you will be. You'll have a listed options or or kind of a checklist of options where you can check off active scheduler is something that you want to enable in your in your database, so once that's active usually give it about 15 minutes to kind of update and be reflected in your in your.

Live instance, you will then be able to navigate, so let's go back to to scroll farther over here. This is what I was talking about. The first icon that you're going to be hitting is your events, but this is over here in the scheduler tool alright and nothing looks too different the way that we are.

The way that we're looking at this right now at the moment, right? What you may be interested in, though here or what might be new, is just below this scheduler option, which is the default where it defaults to. You will see availability OK and availability is what is going to kind of springboard us over into the active scheduler module, right?

So.

Let's go ahead and rock and roll with it. Alright, so to get started with the scheduler from your top navigation, hit scheduler, availability, scheduling, availability. And then I've got one created here, but let's go ahead and create a new schedule. Once you create click new schedule.

My new schedule, you're gonna name it. You are going to then be prompted to select a start date and end date if you want. I'm going to say, uh, the rest of let's just give it a month. I went for the month of November. I want to start date and end date of just just a month, right? Once I click save it's going to appear as a new schedule in the active scheduler availability. So now that you have your new schedule created, you can go into this.

Particular schedule and this all is going to look a little bit know if you haven't seen this yet or if you haven't turned it on now I have this new kind of structure here or this new kind of interface where I cab the ability to select days to include in my availability. But before we get to the kind of this portion right here, you can inherit or choose which kind of scheduler template.

That you want to.

Stopped in this particular schedule all right, so I have a template that's already kind of structured out for individual advising appointments. You would find this in your scheduler templates that you've created for your one on one appointments, right? If you had more than one, all of your templates would be listed here. Once I make this selection or selections plural that are in court going to be incorporated into my scheduler, you hit save and then it's going to tell me it's going to actually kind of.

Call out and say, hey, you know now. This is the template that is being used. And by the way it's being used by portal widgets. And then it's going to list the portal widgets where this particular template or template is being used. OK, so if you wanted to edit and maybe remove you can remove or add more if I had more on there I could add or so to add and remove them as I see fit.

Uhm?

Now that we've got a template now we can start creating the availability, or at least editing or availability here. Let's stick to that kind of basic theme that I had going on before. Let's say I want to be. I want to schedule my availability for Mondays.

Wednesdays and Fridays. All right now. This would kind of default to say, well, you got it.

Tell us a little bit more about that window of time that you're interested in in sharing your availability for these particular days. So on Mondays I want to be available from 9. It's going to prompt you through and I am.

12:00 PM OK, it's going to say this looks great. No problem. You also have the option to with for a drop down here to actually select from the drop list of how you want to. I typed it in, but you could do either and then you check that box and therefore right there that availability for Mondays from 9:00 AM to 12:00 PM time zone specific existing time zone are aware time zone is created. Let's say that's not my only availability for Monday. I am also then later available.

From 3:00 PM to 5:30.

That's now creating these two time slots available to make Wednesday.

I might just be available from 9:00 AM to 12:00 PM.

Friday looks like neither of the others, and I want my availability to be from 10:30.

To one 37107 PM.

At some obscure time zone, 'cause I gotta run to a meeting at 1:15, right? So you have kind of complete control over the availability that you want. If I wanted to remove or edit, let's say I wanted to remove this time slot entirely, it's going to delete it right on the fly there, or I can add it back. What was it 3/2?

430 Whatever, it's OK. So what this is doing very fundamentally is creating these availability windows, but but we haven't gotten into the deep too many of the details yet. What you're basically saying is Mondays from 9 to 11. Excuse me. 9:00 to 12:00 PM and then from 3:00 to 4:30 PM if you're kind of opening that window availability for the system alright, which is great. You can continue to add times you can delete. You can copy your schedule if I say Tuesday looks an awful lot like Monday, in fact.

Or maybe it's exactly the same. I want to copy that schedule. You have the option to do that OK?

So then, let's say I'm going to pivot here and say, well Monday, Monday, Wednesday and Fridays. I've got my structure set. It's it's pretty straightforward. I've got all my availability windows set. Now there is one particular Monday that I'm actually not going to be available. I either have the day offers, you know this, the schools, my son schools closed, so I'm not going to be able to make it. I don't want. However, I don't want to delete kind of every Monday moving forward so you have the ability to add.

An alternative schedule, right? And and kind of in an ad hoc way. So I actually want to alter my schedule for just one Monday or just one Wednesday or just one Friday. Let's stick with Monday, so I might say Monday the 25th.

I actually don't want to have any availability shameless plug because that's my birthday actually, but for that Monday, I really don't want to be able to have any availability, so it's going to override manually override once we get to the calendar, and that this kind of portal experience that Monday the 25th will actually no longer show up as available to them via the forward facing port at all. For either of these windows.

Maybe that Monday I'm going to be available, but I I'm just not going to be available on the the time frames that are originally structured. I want to make an alternate right? I'm actually for that particular Monday. I'm going to be available only from one to two, which is different entirely than those time slots of those availability windows that that I said on my regular Monday, and therefore it would accommodate. Let's say, though I say.

I want to schedule. I want I want an alternate schedule for Monday the 25th, 'cause it's my birthday and maybe I'm confused and I say I gotta be available from 3:00 PM.

Two 3:30 PM right?

Uhm or unavailable right with some type of different availability. It will adhere to that over here and say OK great. You kind of said that over here, but I'm going to assume that you know you're still going to be available for that. It's going to override even though it already exists that same similar start time or time slot. It's just going to ignore all of these settings, even though these two things are the same. However, let's say there is some type of redundancy here on this side, when maybe I forget that I already put in my availability.

For that day.

So it's going to tell me and say hey, wait a minute look, you already put that in or there's some type of overlapping that's going to kind of block me, or at least show me this. This warning to trigger me to say Oh well, you know this this block overlaps with another time block that you've already scheduled, so it's not going to allow you to kind of move forward with that redundancy.

Alright, so then, let's say not only is it that Monday, I also want to be able to, you know, I also want to be able to schedule it for that Friday that following Friday as well. And I want to be able to override my Friday schedule just for that date. Specifically, I'm going to be out the entire day, so anything that would appear, typically on a Friday, will now no longer be available just for that Friday.

The 22nd OK.

Alright, so how we feeling so far? We're feeling good.

Like what you're seeing so far.

This kind of allows you that structure to say I am available right on in these windows of time. On these days, OK.

Right, great lots of utility here. Totally agree.

Oh wait, somebody just posted a good question. Can you are selecting and active schedulers? November OK, right? Good totally good point, right? So Jenna pointed out a good a good call. I'm actually I had initially.

Created my new schedule with the start and end date for November, right? So let's move this along here.

Say November 25th right? Good call.

Right and how would it have looked if you didn't have your template already set up? So the template really is is what it's linking to for that form that you're consuming information from from the registrant. So if you have zero templates set up there, there aren't going to be any options for you to select from here. In order for you to display these appointments via a portal, right? You're going to have to have.

A template associated with it so that the registration form can actually be displayed to the registrant.

It's a good question. Yeah, temp.

If we're thinking about this, this is not a template. This is an individual staff or or users kind of availability calendar. What the template that I'm referring to, the template that I'm referring to is linked to the template, which is the ultimately the the event form or the scheduling form where you're consuming that information from the registry, right? How they're registering for the event.

Alright, uh, great so.

Let's move right along.

We went over alternate schedules. We went over copying schedules. We went over kind of maybe slate telling you that hey, wait a minute. There's something a little bit strange here. You're already telling me that you're available during this time slot, so don't try to tell me that you're available again within that that tank same time slot time.

Now where we're going to go with this is via the portal widget. Alright, so via the portal widget this is now going to allow. Well, let's before we get there. Let's go back to our schedule. Let's go back to home base, right? We have now it defaults to scheduler.

But let's now navigate down. This looks a little bit more robust than it just did before I've got Ken's calendar, which I made before this kind of the Julia Childs baked cake in the oven, and I've got my new schedule that we just created here today.

Alright, and you can see that we revisited it and it borrowed it, acknowledged all of my.

All of my exceptions, great. Alright, let's change that to the 24th. So I'm I have no availability for my alternate schedule. Thank you for whoever called that out right, so I have no availability for the 24th and I've got an alternate availability for November the 25th, right? So now that I have my scheduler.

Availability I've got my template. Let's go back here to what we're asking about with that. With that tempo is a good question. This is my templated form. My template, where I'm I'm consuming information from the registrant to allow them to sign up for the actual event, right?

OK M.

So now let's pivot. Now we need to be able to display this information.

Uhm, by a via port Ville and event landing page, calendar event calendar landing page.

And we can do that by way of using our portal functionality in Portal widgets alright?

So.

I have one created already. I have a really simple, very straightforward portal here with one view, one method 2.

Uhm?

Populate the view and within this view this there's actually some in order to structure this that all of this is written in the documentation and articulated out pretty clearly, but you'll want to select either select an existing portal where you want the active scheduler added, or create a new one for the sake of the example I just created a new one. It's very simple, you can select the view you want to add the active scheduler to, or create a new view within the portal, and then once you're there, once you're within.

The view from the right hand navigation you're actually going to add a new row and the row format that you're going to want to select. Once you select a new row, it's going to prompt you. I won't create it here, but you're going to want to create two columns, a row layout with two columns. Alright, so it winds up looking like this. You get kind of two pieces of real estate here in this row.

And this ultimately is what your end result is going to look like, OK?

When you drag a static block, a static content block into the column of popups going to appear and it's going to allow you. Once I drag the static content block. Here, if I were to, it is going to prompt you to name it, and you're going to want to give it the name time slots. For this example, OK, because that's how that that's kind of the header that's going to appear over that portion of real estate on your portal.

From the right you'll then drag and drop the portal widget titled Active scheduler and you'll drag that into the left column, all right.

And the edit part popup will appear. This is where in the details tab in the scheduler selection location description they're going to do a lot of the things that you're that you're used to doing when you're kind of creating this portal or event landing page experience.

So give it you can you can give it a name. I gave it just Ken Higgins availability name if you'd like to apply any class name to it will leave it blank. You'll want to set this as active alright in the scheduler selection. Again this is just.

It's optional, but in terms of like how it's going to display, we're going to put schedule there. If you want an internal name, you can absolutely do that.

For the scheduler for the excuse me for the schedule, this is going where your list of templates that you've associated to that particular availability. That's where these things are going to show all right, so I've already set this and I have it set to my individual advising appointment.

These two next settings are pretty critical here. Alright, so the duration I'm going to set a length for my individual appointments. It's anywhere between 15 minutes and 60 minutes, so I want 30 minute duration of each appointment that this.

Calendar is going to create OK. Then I'm going to set the start time frequency.

This is setting the interval at which users can book appointments. So let's say our meetings are 30 minutes, but I want the availability the start time, frequency to book a meeting every 15 minutes. Alright, so 30 minute duration but start time frequency within my availability window is going to appear every 15 minutes OK.

This next set up here, so let's let's kind of see when we get to the landing page. You'll see or excuse me when we get to the portal, you'll see how that looks, but if nobody has registered for or signed up for any of the appointments that are available. If I were to, let's take the nine to twelve, 9:00 AM to 12 noon selection.

And each option is 30 minutes long. There would be an available time slot at nine o'clock, 915-939-4510 o'clock, so on and so forth, OK?

That's how it's going to appear. If nobody has scheduled anything for for any of those signups yet, allowing consecutive signups selecting this option here will allow the scheduling of consecutive appointments appointments that abut that are right next to one another that about one another. For example, one person could schedule a half hour session for 9:00 o'clock in my 9 to 12 example, and another could schedule a half hour session for 9:30.

If you don't want that.

It prevents the users from scheduling sessions that are about over. You know that are about each other. If you want some type of interval right, you would kind of pick that option to say I want maybe in at least 15 minute window of time to in between the start of one appointment and the start of another appointment overlapping sessions. So let's say an appointment from 8:30 to 9:30.

Occurring so an eight 8:30 to 9:00 appointment and an appointment from 8:45 to 9:15 would never be allowed to be scheduled. Slate will prevent that from happening, so let's I'm sorry, let's keep the 9 to 12 for. For consistency sake, let's keep the 9 to 12 availability window. What will never happen is a student signing up for the 9:00 o'clock appointment. The nine o'clock 30 minute appointment.

And then immediately after that, a student registrants signing up for 9:15 Slate will prevent that from happening because once that students once that registrant signs up for the nine, the 9:00 to 9:30, the 9:15 availability time slot will immediately become unavailable.

OK.

Uhm?

Cool great so notify with another couple of familiar settings here. Admin notify email and related records. We're going to leave those alone for this for this sake, so all of this, all the settings under schedule, location they're going to look pretty familiar to you as well. Is this an online session? Are you hosting it via share or hosting and be an external source? I have mine kind of physically at a location in person and location name with my street address here. If you'd like to put in a description.

For the individual events, you can absolutely do so.

Right?

And then we've got our schedule or display here. OK, so the display target we are actually going to set this it you have the option. You can have it structured so that the available schedule, the schedule available appointments show up below the calendar and we'll see what it looks like here in a moment. But you also have the ability to call out a particular part of our portal here to say no. I want to add.

The list to that static content block that I created in the portal.

OK, our calendar start this setting is familiar. Would you like it current month or would you like to have it structured so that it's the first upcoming month that has events? So let's say in my case, right when I created my availability for November, would I want the default calendar start to show up in October or what? I wanted to show up for the first upcoming month that has events. In my case that we just built out be November, right?

On the calendar legend you have availability here to edit or you have the option here to edit what the text is and then what your particular colors are. If you'd like to have different colors for availability or openings or not available or you have kind of complete control of that configuration, OK, we're going to save this up because it's pretty straightforward. I haven't made too many changes here. I've got 30 minute durations. My start time frequency is every 15 minutes. I'm not allowing.

Consecutive signups OK.

And I'm going to save that, OK?

Alright, let's then go to.

Hour.

Active scheduler landing page. OK, so I have chosen this active scheduler to accommodate.

The Ken Higgins pre-made calendar. What this isn't showing is the test availability. The tests availability that we just made OK.

So what this is showing now is my calendar here with the options for the dates that the availability and all the dates that I selected and to the right. Here it has the new kind of widget right? And the available appointments. So now a student can choose based on the availability that I put in in my available in my scheduler.

To choose individual appointments OK.

We can take a look. Maybe it's Thursday, maybe it's Friday. I actually as like I said, this was an already made a calendar or already made kind of availability for scheduler. So just as an FY this looks different than the the example that we just built out, right?

So things look, things should look awfully familiar, right?

In terms of kind of over here, what's new here is allowing the students kind of forward facing user experience to display these timeslots availability where they can simply select from OK.

And I'm going to continue, let's say, Thursday, the 21st looks like 11:00 AM for a 30 minute appointment. I want to schedule that. Let's get a student in here. Let's get Kendrick or buddy Kendrick for anybody who has had.

Any conversations with me? Kind of at all ever about student success. Kendrick is my go to.

Andrea, but now

and no notes from meeting. It's actually an external field. I'm going to go ahead and submit that OK.

We are going to move back to schedule are here.

And we can see that immediately kendrix appointment, that appointment specifically shows up on my schedule or calendar.

Alright, so I can see that it was Kendrick and he signed up for.

If there was a separate scheduler that a scheduler that wasn't kind of active schedule appointment, it would also show up.

On on that availability, right? So show up on the same calendar inside of Slate. So there is there you're going to see scheduler appointments and active scheduler appointments show up on this same kind of scheduler calendar inside of slate.

So it will show all right. Let's say great questions coming in and thanks. I know Elizabeth and Sarah are running through a lot of the questions here. That's fantastic. OK, So what we've done so far, right? Is we've created.

A new scheduler availability. Alright, we can right yeah, great question. So there you guys are firing through questions I'm going to get distracted if I read them all so I just will stop. I'll let Sarah and Elizabeth keep going through them and then we'll get to those questions at the end there.

Let's jump to say, well, I over here I've got my Google Calendar over here, right? This is my Google Calendar and I have it linked to my slate calendar. All right, I want to show something that really actually has.

Some live looks here.

I have linked my.

Google Calendar separate external calendar. I've linked it to Slate my calendar feed right so external fit calendar has been linked to slave. Over here I can actually toggle that on or off OK?

So we can see great looks, picture days so on Friday that's awesome. Got bingo night so on and so forth. OK, great, but there's particular I want to pay particular attention to this option right here. There is a 630 event on my Google Calendar via my external calendar feed for a pumpkin decorating right pumpkin decorating event at my son's school. OK, however, in my scheduler availability.

I have said that.

I am available from 6 to 8 every Wednesday and let's say I forgot to put in my alternate schedule, right? So let's say I forgot to add my alternate schedule to say whoops. Actually, I'm not going to be available this Wednesday. Now let's say I didn't do that alright, because I have this external calendar added.

And overlaid I will be able to experience that as a user. So let's take a look from a portal experience. What should happen is those time blocks because of my unavailability via my Google Calendar, slates active schedule a calendar and time slots will adhere to that external calendar appointment it saw via the feed via the.

Google Calendar feed that I was unavailable starting at 6:30 OK.

So 6:30 no longer isn't available time, nor is 7 on my regularly scheduled Wednesday availability. However, we can see that it actually is.

And available time slot in my particular availability calendar. So let's say I cannot or I forgot to override or manually alternate my schedule or alter it to adhere to that pumpkin pumpkin.

Celebration or pumpkin carving celebration. I can still rely on the conversation. The bidirectional data feed adhering to that and knowing that.

That that time slot is particularly busy. Therefore reducing those appointments out of the active scheduler for that availability window.

You also can do this with Outlook. Yes to the question this would work with Outlook and Google. These those kind of bidirectional, or at least kind of calendar integrations externally and internally for thinking about slate internally and externally. It's a bidirectional conversation, so they will talk to each other. The frequency at which active scheduler talks back and forth too.

Those those feeds is at a higher level of frequency than what the standard events or regularly scheduled scheduler appointments will do.

Time.

So.

Yes, yes so April yes so.

Scheduler will connect and integrate with Outlook and Gmail.

And right Chris, correct, the scheduler event isn't even showing up on the calendar anywhere until there's somebody who's actually scheduled for that event. OK, OK, great. So we covered a lot and I'm already out running out of time, but I want to make sure that we have ample time for Co S Jones, so let's revisit what we just talked about, OK?

What do we just talk about creating available availability Windows via active scheduler? You have the ability to override or create alternate schedules within an already existing availability window like I showed with. I want to be unavailable. Maybe for my birthday or out of the office for a Monday, but not all Mondays moving forward. It's going to create those time slots individually, but to the point that somebody, Chris, I think just took brought up. It won't actually produce them on the slate scheduler calendar.

Uh, until somebody is actually registered for the event, so it's got a cleaner look to it, right? Your availability is there. Those blocks availability? Or there? That's an appointment actually won't show until the registrant has signed up for external appointments via I Cal display to the I Cal subscribe will actually work in show as busy, therefore take away from your availability via active schedule.

It's going to automatically create those time slots and allocate those time slots based on your availability and those settings that we structured in the portal and the portal widget where it shows the duration and then the start time frequency and you have the ability to control or toggle or enable consecutive signups. So if you wanted to have a break or an interval of time.

Between the start or the end of one appointment and the start of another, you have control over that as well.

Cool.

One more note before we get to the question and questions.

Tell us more right? So so we actually have. We've been spending an awful lot of time on this this project, and I mean that in a positive way. Really kind of trying to articulate what the the needs are, what the expectations are of the users, and we did through our slate select program. We did some beta testing and got some great feedback there. But as you start to use this as you turn it on in your early access features and you configure it and you mess around with it and used to create these, if you want to test things out and you start doing that, we we want to hear more.

So don't be afraid to continue to push that back to us via feedback. Obviously feedback come to the community conversations. If you haven't signed up for any of those already. If you want to actually sign up for, excuse me if you want to post in the community forums as well, where you can kind of gather or talk to each other to collect up important feedback items. That would be that would be fantastic.

OK yeah, this is super cool. Thanks for your vote yet. Great if students alright. So now we're going to get to some of the questions here and I am going to rely on let's get to.

Let's say just bear with me here.

Yeah.

OK.

Great keep the questions coming in.

Right to do, and we're trying to so currently right.

Revisit, is it possible to have one registrant but linking multiple staff? OK, that's something that we're looking at on. It would be active scheduler function. Also be able to work off of a template. Yes, absolutely right.

Scheduler works for us, except we want the claimed or registered appointment to write to the outlook calendar of the user associated with the appointment. OK, so that that's a possibility. So scheduled somebody mentioned hey scheduler works from us except we want the busy slots or the claimed or registered appointments to write back to the outlook calendar. You will need to send. You'll actually want to subscribe to your I Cal feed to see your availability in outlook. It will not actively right.

To outlook OK.

Can I administrate for someone elses calendar, for example, my director requires interviews with him as part of our admission process, but he's not very tech savvy, so anytime I can take some of that off his plate, that's helpful. The way that currently exists is you would need to impersonate someone to update their schedule. So for example, you would need to impers. In your example there you would need to impersonate your director in order to administrate that users calendar, OK?

What if we create several time slots for the week and need to delete them? Can we batch delete great questions? You know this kind of function of batch deleting scheduler or active scheduler right? There is not currently a batch deletion option, but that would be a great feedback idea, right?

Ah, does actives OK? So this is a really good one. Does active scheduler allow us to promote multiple slots for a single event on a landing page? So if we have events every 30 minutes from noon to two rather than four links, we could provide prospects one link and they would go to the landing page to select the option they want. That's true as slots are reserved, those links disappear as options for those visiting that is absolutely correct. If you pick that one day, it would show all the available time slots for that day. So yes.

Instead of the four individual original kind of what it's like in scheduler, it would be. It would be one like, right?

Can this be built into a student portal so students can make an appointment there? Yes, so the active scheduler widget can be added to an already existing portal absolutely.

Alright.

Keep going here. We still got questions coming through, which is fantastic. So we got plus one did so on and so forth, all right.

Good question. Do you have to have an actual portal portal or can you simply use the event landing pages tool in the database? Great question. In order to display this and kind of structure it into your externally facing user experience, it will not work. Function and event landing page is an actual portal is required.

Yeah, very good question.

OK, great uhm with regards to virtual options, will we still be able to use the external platform so zoom or Webex? Yes, I showed it quick briefly, but yes, there's no change in that at all.

OK, is it possible to have one registrant but linking to multiple staff? The appointment works this so yes, that appointment works the same as like schedule or or an event where you can set user one and user 2 right.

Right, great questions. OK, we are running out of time.

I.

Want to say thank you very much. As always, I'm always kind of. I always run a little bit short on time. This was a fantastic conversation. You guys had a ton of excellent, excellent, excellent questions. I appreciate your participation. I appreciate you know all of kind of the commentary and saying, hey, you know we this is what we like or we need this or that. All of that feedback is wildly important to us, so don't hesitate to keep those questions coming. Hopefully we got most of them asked. I think we got an awful lot of them, asked at least prior to the.

The registration questions and what came through here?

Yeah, totally agree, we could take another another hour talking about this, but but maybe we'll revisit this in another couple weeks. This is fantastic. I appreciate you attending today. Hopefully you got a lot out of this and I look forward to the next time that we see each other, whether virtually or in person have a great West rest of the week and enjoy the nice weather. If you have it here. Yes, the record this webinar was recorded and will be made available to you in short order. Great talking. You guys have a great rest of your day.

Happy early birthday. Yes, thank you.

See you guys later.

I'll have fun about pumpkin decorating. Thank you. Thanks, Kevin Blake. Good to see you here.

Wait?

Thank you see you guys bye bye.

Dan.

Good question, Liz will work on it.

Strong.

Maybe somewhere down the road?