Scheduler (Appointments)

Tier: Program

Overview

The Scheduling tool offers a way for claimed program providers to easily create, schedule, and manage appointments with people in need of services (Seekers) as a key step in their intake process. The tool will allow you to:

  • Easily show availability for appointments at your program location(s),
  • Book appointments on behalf of people in need, or allow them to book for themselves,
  • Schedule appointments for colleagues, and
  • Save calendar invites to colleagues' work calendars

 

Is My Program a Good Fit for "Scheduling"?

Who should use this feature?

  • Claimed program providers should use this feature when in-person appointments are already a part of their intake process, whether as an initial step or after receiving and responding to a referral.  

Who should not use this feature?

  • Claimed program providers who do not hold in-person appointments with clients/patients, or who do not need to track a history of appointments for follow-up.

Special considerations:

  • Appointments cannot be created to take place at a location that is not a program office (although locations can be temporarily added as a program office), and,
  • Appointments cannot be created without a location (ie. for a phone meeting).
  • Appointments that are made available in the tool will be published to the program scheduling page, and anyone who accesses that page will be able to book those appointments.
  • Appointments for all staff members and locations are displayed in the same color.
  • The tool has not yet been built to interact directly with the (green) Connect button.
    • There is a chance that this could sometimes result in two referrals being made for the same seeker: once when they book an appointment, and again when they return to the search page if they complete the Connect form there.  
    • For programs who want an appointment to be the first point of contact with their program, we’ll configure the Connect button to open a separate link to their program scheduling page.
    • For programs who do not want an appointment to be the first contact with their program, they will need to provide seekers with a link to their program scheduling page manually.

Still have questions or concerns? Email us at community@auntbertha.com

 

How Do I Add It?

1.  Make sure you've already claimed your program(s). If you haven't do so yet, you can claim here: www.auntbertha.com/claims

2.  Sign into your Aunt Bertha account and go to: "My Program Tools" ---> "Edit Program Listings"

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3.  Select "Edit Contact Settings" for the program you'd like to add Scheduling.

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4.  Go to "When someone lets us know they are interested in your program, what should we do?" and select from the dropdown menu: "Let them schedule an appointment"

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5.  You will hear back from an Aunt Bertha Team Member within 48 business hours regarding your setup.

 

Click here to see step-by-step instructions on how to use and manage your new Scheduling tool.

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