Assigning a DropSlot schedule to a member

There are several ways to assign a DropSlot invitation schedule to a member. These are fully described in the Creating and managing DropSlot consultations article. This article focuses specifically on manually adding a schedule via the Calls & Consultations tab on a member record.

To assign a DropSlot schedule to a member, follow these steps:

Navigate to the Calls & Consultations tab on the member record.
Click the Assign schedule button at the top of the tab. This will open the pop-up Assign Schedule window.

Select the schedule that you wish to assign from the Schedule to assign drop-down list.
Click the Allocate schedule button.

The schedule will be issued immediately and will appear in the Schedules section of the Calls & Consultations tab.

If the schedule does not show, click the Refresh button (as opposed to the browser refresh button).

Save yourself time by perhaps assigning the schedule to the member via an automated trigger, such as a “Membership Started” trigger.