Problem Appointments

The Appointments List page will provideshows a master list of all appointments.appointments, It will also displayincluding any appointments that have some sort of problem that needsneed attention.  

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Red Appointments — Rule Violations

What they are: Previously booked appointments that breakviolate a pre-established rule areconfigured displayedunder inSettings red→ UI Setup.

How Therethey're are several ways problem appointments are created.created:

• AppointmentsAn createdadmin bymanually thebooks vendoran appointment that violate the rules set up on the Settings / UI Setup tab will be flagged asbreaks a problem.configured rule (e.g., booking limits, one-appointment-per-teacher rules).

TheTo screenresolve:

below

shows an example of a problem appointment. When you selectClick the red box,appointment to see the reason for the problemconflict, willshown show up underbelow the calendarcalendar. onOpen the left. To force this appointment, select the Appointments drop-down and then select Confirm Appointment. to force the booking and clear the flag.

Appointments⚠️ thatImportant: Red appointments are ininvisible to participants — they do not appear as booked on the processparticipant's ofschedule, and reminder emails will not be sent until the appointment is confirmed. Always check the Appointments List for unresolved red appointments.

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Orange Appointments — In Progress

What they are: Appointments currently being booked areby displayeda inparent, orangemid-process.

and

Behavior:

cannot

Cannot be manually deleted or selected for email notificationnotifications. sending. These appointments will be automaticallyAutomatically managed and, if necessary, canceled by the system — if the user has been inactive for a long time and has not completed creating an appointment.

NOTE: The Customer is creating this appointment status, which indicates that the participant is inactive for too long without completing the booking, the appointment is automatically canceled.

The orange status disappears once the participant clicks Create Appointment to finish booking.

This status is useful for admins booking appointments manually: it prevents you from accidentally selecting a time slot a parent is currently in the process of bookingbooking.

the

appointment.

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This

Deleted willSlots bewith seen on theExisting Appointments Tab. 

These appointments will be automatically managed and, if necessary, canceled by the system if the participant has been inactive for a long time and has not completed creating an appointment. Once the participant completes the appointment booking process and clicks on the Create Appointment button, the status will disappear. 

This will allow admins who are booking appointments for participants in the Admin UI tool to not select the time slots that are in the booking process.

When you delete a slot,slot thethat has appointments booked on thatit, slotthose appointments are not deleted — they're flagged instead, and will not be deleted. Appointments are not deleted; they are flagged, and all flagged appointments show upappear in the Appointments List tab on the Admin UI.

Here is a screenshot of an appointment where the time slot for the appointment was deleted. To recreate the slot, select the problem appointment and click on the Recreate Slot button.review.

IMPORTANT NOTE: You will want to make sure that your Appointments List does not contain any red appointments. To the participant, these appointments will NOT exist. Once Admin confirms a problem appointment, it will be available for a participant, and only then will any reminder emails that have been set up continue to go out.