Engage package

Overview

This guide is for Element451 Captains and other users with admin access who are responsible for configuring the Appointments module for their institution.

Before your team can begin offering and accepting appointments, you’ll need to complete a few setup steps:

Configure your Booking Page
Create at least one Category and Appointment Type
Set your availability and/or train users on setting theirs

important Admins must configure at least one Category and one Appointment Type before staff can begin setting availability.

Configure Your Booking Site/Page

Each institution is provided with a dedicated Appointments Site where students, guests, or colleagues can browse and book one-on-one meetings with staff or faculty.

Administrators are responsible for configuring the Appointments Site settings, including:

Choosing the primary or custom domain
Uploading the institution’s logo
Setting a thank you message for completed bookings
Managing the site footer and additional branding elements

For full details on configuring your Appointments Site, visit Appointments Site + Settings.

Types

Appointment Types act as templates that define the structure of meetings offered by staff. They allow you to configure shared information when one or more users can host a specific type of appointment.

When adding Types, think about routine appointments offered by your team. For example, you may have four academic advisors available for one-on-one academic advising. In this case, Individual Academic Advising could become one of your Appointment Types.

Each Appointment Type has a registration form that the invitee or student completes when booking.
In addition to Categories, students can also filter appointments by Type.

Adding + Managing Types

If you're already in Appointment Settings, you can click on Types from the left-hand menu. If not, click on the more (⋮) icon in the Appointments header and select Types.

From here, you can add new or edit existing types. To get you started, Element451 provides three sample types: Admissions Interview, Advising Office Hours, and FAFSA Help. These can be edited or deleted.

How-To: Add New Type (Including Registration Form)

To add a new type:

Click the + Add Type button
Configure the type settings:
- Name: Give your appointment type a name. When selecting a name, remember that appointment types are visible to the student for filtering purposes.
- Category: Select the category associated with this type.
- Public
  - Enabled:
    Accessible from your Appointments Site or via URL.
  - Disabled:
    Only accessible via URL; hidden from the Appointments Site.
    The user cannot navigate back to see the public details of that appointment type.
- Location Type: Select the appointment's location type - physical or virtual.
- Location: Provide the location of this appointment. If physical, provide details such as the building, room number, etc. If virtual, you can specify how they will access the appointment (e.g., by providing a link to your personal meeting room).
- Create Date of Inquiry Milestone: By default, appointment bookings will generate a Date of Inquiry Milestone using the term and major specified on the registration form. Disabling this setting will prevent the creation of a Date of Inquiry Milestone when someone books this appointment.
- Description: Provide a description of the appointment type.
- Additional Information: Allows you to collect appointment-specific details from students. You should enable this field instead of creating a custom field for per-appointment notes. When this is enabled:
  - The 'additional information' field is automatically added to the form.
  - Students will see a prompt: “Please share anything that will help us prepare for your appointment.” This cannot be edited.
  - This data is scoped to the appointment only and will not overwrite any contact record fields. As a result, it's not visible on the record.
  - To view this information, open the appointment and click "Edit. " The response will be visible in the form submission info section.
Configure the Registration Form. We go into more detail on this process below.
Click Save.

Registration Form

Use the Registration Form section to configure the booking form that students complete when scheduling this type of appointment.

Appointment registration forms use the same data fields as other forms in Element451, such as application or event forms. If a student enters updated information (e.g., a new phone number), it will overwrite the existing data in their contact record. Be mindful when adding standard fields that may already exist on the student profile.

How-To: Edit Existing Type

To edit or delete an existing type:

Click the more (⋮) icon at the end of that type's row
Select the action you wish to perform

Availability

Once Categories and Appointment Types have been configured, users can set their availability. Currently, only users can add their availability, while admins can edit or delete availability for all users.

How-To: Add Your Availability

For a step-by-step guide, check out our Configuring Your Appointment Availability help article.

How-To: View + Edit User's Availability

Navigate to Engagement > Appointments.
Click the more (⋮) icon in the right corner of the header.
Select the Availability button from the menu.
Locate the availability you wish to manage and select the more (⋮) icon at the end of the row.
Select the action you wish to take:
- Copy Link: Copy the URL for the booking page for that availability.
- Open: Open the booking page for that availability.
- Edit: For adjustments to existing availability, including changing the settings or modifying when the appointment can be booked, opt for the Edit mode. This feature allows you to modify any aspect of an availability, such as appointment type, scheduling conditions, weekly hours, and notifications. The only exception is the assignee, which remains fixed to ensure clarity on who the appointment is with. This approach ensures you can fine-tune the details of your availability without needing to remove the slot entirely.
- Delete: If you find that a certain availability slot is no longer necessary or you wish to completely remove the option, use the Delete option. This action permanently removes the availability from the booking page.