Schedule Management OverviewSchedule Management allows you to create a new schedule, view details about your existing schedules, and configure a wide variety of schedule-specific settings and restrictions. Within WCONLINE, the calendar on which staff and resources appear (and the "thing" that clients view to see your availability and to make appointments) is your schedule.  You can have an unlimited number of schedules, allowing you to have separate schedules for academic terms, or separate institutional centers, or even for specific, one-time scheduling needs (such as a "finals week" schedule).

Hover over the question mark icons within the control panel for more information about each configuration option. If you still have questions about a feature after having done so, find more information on that feature by going to the section in this chapter where that feature is located (as available at the bottom of this page). Typically, a center administrator will work through the options in this control panel when creating a new schedule for a new scheduling period.

The Schedule Management control panel is available under the "Schedule & Staff Management" section of the Welcome menu, and is typically available to full administrators only. The control panel opens with an overview of all of the schedules on your system. It also provides tools for adding and editing schedules, duplicating schedules, defining the default schedule, and managing holidays and closures. Select a section title in order to go to the manual entry for the options in that area.


Sections in this Chapter

SECTION 1: Schedule Management Overview

SECTION 2: Add or Edit: Introductory Settings

SECTION 3: Add or Edit: Schedule Options

SECTION 4: Add or Edit: Client Scheduling Limits

SECTION 5: Add or Edit: Schedule-Related Emails

SECTION 6: Add or Edit: A/B Repeating Schedule Setup

SECTION 7: Manage Holidays and Closures

SECTION 8: FAQ (Email Delivery, Blank Schedules, Setup, and More)