To work with appointments select the Appointments menu item under the student's picture / name on the left hand menu. The appointments can be opened from any page in GuidedPath and the contents will be continually autosaved.
Select the New Appointment button in the upper left hand corner to create a new event. Complete the details on the right hand side including any attachments. New appointments will stay in the Unscheduled state until the Schedule button in the bottom right is selected. Unscheduled appointments have a yellow tag on the left hand summary view and are NOT placed on the students calendar. Unscheduled appointments can be drafts or any event that you do not want on the calendar or to invoice.
Once the Schedule button is selected, a new popup is used to select who should get emails about the scheduled event. Note that this list of users will also get any updates to the appointment.
The Delete button will delete the appointment without sending any notifications. The Cancel button will cancel the event and notify anyone who was initially notified about the scheduled event.
Deleted and Canceled appointments are not shown on the calendar. Scheduled events have a green tag on the left-hand summary view and will be seen on the student's calendar.
Once an appointment is Scheduled, the list of notified users is at the bottom of the details for the appointment. Future updates are autosaved, but this list of recipients is only notified of updates when the Notify button is selected.
The color coded tags can be toggled on and off by clicking on the headers under the New Appointment button. This allows a view of all or only appointments in a particular state.
To add an appointment to a group of students, double click on the calendar once in a group mode.