How do people schedule an appointment with me?

Video Walkthrough

Overview

Each event type you create has its own corresponding scheduling page where your clients can book a meeting. You can allow scheduling of a specific meeting type by:

• sharing the scheduling page link/URL,
• enabling scheduling through the student portal (CustomCollegePlan), or
• both of the above

Choose a scheduling option for your event type

To define how individuals may schedule a meeting with you, select an option from the Who can book these events? section at the bottom of your event type settings. Note you will need to first set up your event and availability before getting to this step. 

Here is how each scheduling option is defined:

• Anyone: Students with enabled CustomCollegePlan accounts and any individual you share the scheduling link with may book events of this type with you.
  • Students will see this event option within their CustomCollegePlan accounts. See: How do my students schedule appointments through CustomCollegePlan?
  • Copy the link from the bottom of the page and share it to your clients via email, on your website, etc.
• Anyone with the link: Only individuals you share the scheduling link with may book events of this type with you.
  • This event option will NOT be available to students within their CustomCollegePlan accounts.
  • Copy the link from the bottom of the page and share it to your clients via email, on your website, etc.
• Only students with enabled accounts: All your assigned students with an enabled CustomCollegePlan account may book these types of events with you.
  • You will not be provided with a scheduling link if selecting this option.
• Students by select high school graduation years: Your assigned students with enabled CustomCollegePlan accounts from the selected high school graduation years may book these types of events with you.
  • You will not be provided with a scheduling link if selecting this option.

Turn your event type "on" to enable scheduling

On the availability page, click the toggle next to your event type allow scheduling for that event.

See Calendar & Alert Settings to learn more about how your meeting participants will be notified of an upcoming event.

Next Article: How do my students schedule appointments through CustomCollegePlan?