Page Comparison

Active Scheduler allows Slate to automatically create appointment slots that students (and incoming students) can use to set up meetings with their advisors.

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1. Log in to Slate
2. Click the calendar icon > Scheduler
3. In the top right corner, under the “Scheduler” heading, click “Active Scheduler.”
4. Click the "New Schedule" button. 
   1. Name the Schedule "[Your name]'s Active Scheduler (Virtual)" or "[Your name]'s Active Scheduler (In-person)." (You will create both an in-person and virtual Active Schedule.)
   2. Enter a start and end date for the schedule.
   3. For the folder, select "advising_schedules."
   4. If you have an option to select a user, select yourself.
   5. Click the "Save" button.
5. Find the schedule you just created and click into it.
6. Click "Edit Templates."
7. If creating a schedule for virtual sessions, select "Scheduled Advising Session Virtual." For in-person, select  "Scheduled Advising Session In Person."
   1. To add a day of the week, check the box next to the name of the day.
   2. To add a time block, click the “Add time” button. Enter the start and end time of the block and click the checkmark button. *** Important: make sure to check the checkmark next to every time block in order to save it. ***
   3. To remove a day of the week from your schedule, uncheck the box next to the name of the day.
   4. To delete a time block, click the garbage can next to it.
   5. To copy a daily schedule to one or more days, click the “Copy Day Schedule” button and check the box next to each of the days that should have the same schedule.
8. Repeat steps 4-7 for any additional schedules.

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1. Login to Slate.
2. Click the calendar icon > Scheduler
3. Click the "New Session" button.
   1. Title the meeting appropriately.
   2. For Template:
      1. If the meeting is in-person, select "Scheduled Advising Session In Person." 
      2. If the meeting is virtual, select "Scheduled Advising Session Virtual."
   3.  For Status, select "Confirmed/Active."
   4. If this is a recurrent meeting:
      1. Check the box to "Add multiple sessions."
      2. Under Date Range, enter the start and end date of the range.
      3. For Weekdays, enter the days of the week on which it will take place.
      4. For Time of day, enter the start time, (e.g. "4:00 PM").
      5. For Duration, enter the number of minutes (typically 30).
   5. If this is not a recurring meeting:
      1. Enter the date and start time, e.g. "4:00 PM").
      2. Enter the date and end time, e.g. "4:30 PM").
   6. For Time Zone, enter "(UTC-05:00) Eastern Time (US & Canada).
   7. If you have an option to enter a User, select yourself.
   8. If this is a web meeting,
      1. Click the Location Tab.
      2. For Online Session, select "Host session using Share video platform."
   9. click the "Save" button.
4. If you created a one-time meeting, you will be taken to the Meeting page. If you created a recurring meeting, you will be taken to the Schedule page. In that case, click one of the sessions.
5. On the Meeting page, click New Registration
   1. Enter the student's information.
   2. Click the "Submit" button.
6. A confirmation email will go to you and the student as if they had filled out the form to schedule the meeting.
7. If you created a recurring meeting, you will need to repeat steps 4-6 for each meeting.

Conducting/Entering Meetings

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