Create an Original Appointment - The Basics

Create an Original Appointment - The Basics

What is an appointment? How do I create an Appointment? One-Time or Recurring? 

Managers 
Appointments allow you to put a placeholder on the calendar. An appointment does not require many details aside from staff, date and time, and subject. Appointments are also used for non-consumer time management items such as internal meetings, identifying time off for vacation, or training sessions.  
There are a several different types of appointments in SETWorks. This article demonstrates the capabilities of the "original appointment" (which may be referred to as Appointment Auth in your SETWorks), the most basic type of appointment in SETWorks. Depending on how your SETWorks is configured, the original appointment, shown in the following article, may not relate to you. Always refer to the direction provided by your SETWorks administrator above the information in the following article. 
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.

Creating a One-Time Appointment

Department:  Filter by desired department.
                        NOTE: The selection here limits the list of consumers and staff. 
Staff: Choose a staff.
Consumers:  Optional. Choose a consumer.
                        NOTE: If desired consumer is not listed, adjust your department. 
Employers:  Optional. Choose an employer.
Subject:  Type the subject of the appointment.
                        EXAMPLE: Community Outing - Movie in the Park! 
Spell check:  Select the check mark to spell check the subject text. 
From:  Select the beginning of the appointment time.
To:  Select the end of the appointment time.
Save. 
Appointments appear yellow on the home screen calendar.





Creating a Recurring Appointment

1. Follow the same steps as to create a one-time appointment. 
2. Before saving, select the Recurrence checkbox. 
3. Select recurrence preferences including frequency and details. 
4. Select End After or End By preferences. 
      End after - allows you to choose a number of recurrences to end the appointment. 
      End by - allows you to select a specific date to end the appointment. 
5. Save.



    • Related Articles

    • Create a Billable Group Appointment - The Basics

      How do I create a Billable Group Appointment? One Time or Recurring?  All Users Billable Group Appointments function differently than original and individual appointments in that they allow for multiple consumers and staff to be scheduled within one ...

    • Create a New Employer

      Creating a new Employer in SETWorks Administrator, Manager This article will explain how to create a new Employers in SETWorks.  Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...

    • Create a New Consumer

      Creating a new Consumer in SETWorks Administrator, Manager This article will explain how to create a new Consumer in SETWorks.  Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...

    • Appointment Forms - Configuring Appointment Forms

      How do I configure Appointment Forms? Administrators The Form Builder is used to create & maintain your agencies forms. Appointment Forms are just normal forms with a few additional settings configured, and therefore are configured in the Form ...

    • Appointment Forms - The Workflow

      What are Appointment Forms and how do I use them? Administrators Please review Appointment Forms - Configuring Appointment Forms to learn how to configure your system to use Appointment Forms. Appointment Forms Forms can be used to create calendar ...