Navigate to step 2 when creating a session and click Import Staff.
Browse for your Template and select your Session Keeper Staff group.
For this stage you will be creating the available appointments for your selected staff members.
Select a Start Date and Closing Date for your availability period.
Select a Start Time and Closing Time for your appointment time slots.
Populate the appointment Duration. Note: This field is measured in minutes.
Tick the box next to the staff member(s) you want the appointments to be added to.
Click Add to Selected. Note:If you wish to add the appointments to all staff then click Add to all.
Once all appointments have been created, click Save & Continue.
Buffer – Allows you to set a buffer time between each time slot
Location – Option to add a location for a staff member’s appointments
Availability Type – Ability to toggle between available and unavailable time slots for staff
Include Weekends – Ticking this field will allow you to create time slots that occur on Saturday or Sunday.
Sharing your Session
Now that you have completed the setup of your Session, you can send out the Session URL to your relevant contacts. You can include the Session URL in a Newsflash, on your website, within the content of your newsletter, as an App Tile, or in the Side Panel of your newsletter.
The Session URL is located under the session title on the Details tab.
If you’d like assistance with sharing your Session with the community, please feel free to contact the Support Team.
The settings below are used when creating your session, they are used to control the way your session works.
This field is the title for your session.
Example: Parent Teacher Interviews
Staff: Will record only parent details on the bookings.
Student: Will record parent and student details on the bookings.
This will indicate whether the session is active or not.
This option will prevent parents from being able to add a note to their booking.
Allow Availability Management
This setting will turn on the option for staff to create their own timeslots.
User Availability Check
Session Keeper has a check in place to ensure that parents are not able to book themselves two appointments at the same time. This field has been added to turn off this function for specific sessions, allowing parents to book the same time for two different sessions. (Example: Book with your child's teacher and with a translator)
Open Bookings/Time: These fields will determine the open date and time of the session.
Close Bookings/Time: These fields will determine the close date and time of the session.
Always Open: The session will always be open to have bookings made.
Session Access Groups
Only contacts in the assigned access groups will be able to make bookings.
If no access group is set, all contacts in your account will have access to make a booking.
Session Managers will receive notifications and access request emails.
Option to attach a Web Form to your session to request further details when a booking is being made.
Limit prevents multiple bookings within the selected time period.
Allows you to customise the URL that is sent out to Parents. The link is required to begin with ‘https://example.schoolzineplus.com/’ and whatever is entered in the field will appear after.