Arrange Appointments

This section describes how to arrange appointments for multiple users or facilities in Scheduler.

Checking Availability

Check the availability of multiple users or facilities.
You can quickly check the availability of selected users, organizations, and facilities by displaying them side by side on the "Day" or "Week" view.

Steps:
  1. Click the app icon in the header.

  2. Click Scheduler.

  3. On the "Scheduler" screen, select Day view or Week view.

  4. Specify the user, organization, or facility whose appointments you want to display.

    You can set up to 20 users, organizations, and facilities using one of the following ways.

    • Click Add user/facility button
      In the input field displayed, search user, organization, or facility to specify it individually. Screenshot: Week view screen. The Add user/facility button and the input field are highlighted
    • Click the drop-down list
      Specify a group of users/facilities, such as users who belong to My group or a particular organization, or facilities that belong to a particular facility. Screenshot: Week view screen. A drop-down list is highlighted
    • Click Select users & facilities link
      In the dialog displayed, search for a user or facility to specify. You can also search My group, organizations groups, or facility groups to find your target user, organization, or facility.
      You can also change the display order of selected users, organizations, or facilities before applying them. Screenshot: Week view screen. The Select users & facilities link is highlighted

  5. Check the availability.

    The regular appointments of users, organizations, and facilities are displayed using colors for each user.
    The color of the user helps you to distinguish the user the appointments belong.
    When any of the specified users, organizations, or facilities have appointments, those slots are shaded.
    You can add a new appointment of the selected users, organizations, and facilities by dragging the time period. For details, refer to Quickly Adding Regular Appointments.
    Screenshot: Example screen where the availability is being confirmed

Arranging Appointments

Scheduler provides a number of ways to arrange appointments.
You can use one of the following ways to arrange appointments depending on your purpose.

  • Search the available hours that match your criteria to add appointments
  • Add multiple appointments at once while checking available hours

Search the Available Hours That Match Your Criteria to Add Appointments

You can set conditions such as attendee, facility, and duration of an appointment, and search the available time based on those conditions.
You can add an appointment to the most convenient date and time in the search results.
When a tentative appointment is added, the subscribers can present multiple suggestions and the attendees can fix the date and time.

Steps:
  1. Click the app icon in the header.

  2. Click Scheduler.

  3. On the "Scheduler" screen, click Arrange appointments.

    Screenshot: The "Arrange appointments" action link is highlighted in the Scheduler screen

  4. On the screen for adjusting appointments (select users/facilities), select attendees and facilities, and then click the item to enter conditions.

    You can also select users and facilities who are allowed to view the appointment by the system administrator.

  5. On the screen for adjusting appointments (enter conditions), set the required items, and then click "the item to search for available time.

    Screen capture: Button to search for available hours on the "Arrange appointments" screen

    • Date Suggestions:
      Select the candidates of dates for the appointment. You can set up to five suggestions.
    • Time Suggestions:
      Set the time period and the duration of the appointment for availability search.
    • Facility conditions:
      Select whether to use only one of the facilities selected in step 4, or use all facilities.

  6. On the "Search Results" screen, set the required items.

    Screen capture: Search result screen with each item displayed

    • Date and time suggestions:
      Select the date and time you want to add an appointment. Clicking Show appointments before and after displays the appointments planned before and after the specified time for attendees and facilities selected in step 4.
    • Title:
      Set the title of the appointment.
    • Visibility:
      Select whether to make the appointment public.
    • Company information:
      You can add company information, such as destinations for visiting and a business trip.
    • How to add:
      When the checkbox to add as a tentative appointment is selected, a tentative appointment is created for the selected time period.
      When you clear the checkbox to add as a tentative appointment, a regular appointment is created for the selected time period instead of a tentative appointment.
    • Shared with:
      If you want to share your appointments with users other than attendees, click Add to set "Shared with" users.

    To change the conditions again, click "Back to Previous Page".

  7. Confirm your settings and click Add.

Finalizing Tentative Appointments

Confirm the date and time of the tentative appointment.
The fixed appointment cannot be reverted to be a tentative appointment.

Steps:
  1. Click the app icon in the header.

  2. Click Scheduler.

  3. On the "Scheduler" screen, click the title of the tentative appointment you want to confirm.

    The title of the tentative appointment is displayed in green characters.

  4. On the Appointment details screen, click "Set" for the date and time suggestions you want to confirm.

    This is reflected in all attendees' appointments.
    Image showing the Confirm button surrounded by the red rectangle box

Add Multiple Appointments at Once While Checking Available Hours

You can add multiple appointments at once while checking the availability of multiple users.

Steps:
  1. Click the app icon in the header.

  2. Click Scheduler.

  3. On the "Scheduler" screen, click Add multiple appointments.

  4. On the "Add multiple appointments" screen, click Add users.

    Screenshot: The "Add users" action link is highlighted

  5. Configure users to check their availabilities.

    In the "Select users" dialog, add users whose availability you want to check. For instructions on how to perform it, refer to Selecting Users.
    You can select up to 10 users.

  6. Check the availability.

    The appointments of users you added in Step 5 are displayed in color-coded. The blank slots with no appointments of any users are available.
    You can show or hide the appointments of specific user using the checkbox next to the user name.
    Screenshot: The "Add multiple appointments" screen showing the appointments of multiple users

  7. Select a time slot to add an appointment by dragging it.

    You can add an appointment by 30 minutes.
    Screenshot: Selecting the vacant time slot by dragging it
    The dates/times you dragged to select are added to "Selected dates/times". You can add up to 10 dates/times to "Selected dates/times".
    Screenshot: The selected dates/times are displayed in "Selected dates/times"

  8. Click Enter appointment details.

  9. In the "Enter appointment details" dialog, configure necessary fields.

    Screenshot: Example of the "Enter appointment details" dialog

    • Title:
      Enter a subject of the appointment.
    • Notes:
      Enter notes for the appointment.
    • Visibility:
      Select whether to make the appointment public.

    To change the settings, click Cancel.

  10. Confirm your settings and click Add.