Adding an appointment with Find Openings

You can add an appointment using the "Find Openings" command, which is available on both the Appointments page and the Calendar page. Both of these locations are available by going to Manage > Appointments. 

Use the "Find Openings" feature if you want to see more than one available open appointment slot and/or set up a series of recurring appointments. If you already know the appointment date, time and location, you can instead use the "Quick Add" feature. For more information, see Adding an appointment with Quick Add.

On the Appointments or Calendar page, click on the "Add" button and select the "Find Openings" command.

On the next page that displays, select the skill for which you want to set up an appointment.

Click on the "Find Openings" button.

On the next page that displays, select the criteria that you want Main Street Sites to use when looking for available appointment slots. At minimum, you should select an appointment type, location and date.

If this is going to be a set of recurring appointments, select the "Recurring" option. See Defining recurring appointment settings below for more information about additional recurring appointment settings.

Defining recurring appointment settings

If you want to create a series of repeated appointments, select the "Recurring" option. You must define if the recurring appointments are ongoing (with no defined end), will end on a specific date, or are scheduled a specific number of times.

Finding and scheduling appointments

When you are done entering your appointment search criteria, select the "Find Openings" button.

If Main Street Sites displays a message that there are no available appointment slots, you can widen your search criteria by selecting more days from "Days of the Week" or changing the "Start Date" and "Time" fields. If it's an option, you can also try changing the teacher and location.  

If Main Street Sites is successful in finding available dates/time, you will see them displayed on the Calendar.

On the Calendar, select the "Schedule" link on the date you want for the appointment. Main Street Sites displays the Schedule Appointment page with the appointment type, date and location filled out. You need to fill in a bit more information before you finalize this appointment.

Click on "Pick an account" to choose the account that is associated with this appointment. You can then pick a student from the "Student" dropdown list.

The teacher, time and room fields are all required. The available teachers on the "Teacher" dropdown list depend on what was defined for the appointment type.

If you want the appointment fee (discussed next) to be posted to the customer's account when you save this appointment, select the "Post a fee for this appointment" checkbox.

The "Original Amount" field displays a fee if one was defined for the appointment type. You can add, change or remove the amount if desired. 

Select "Save" to finalize the appointment.

You will see a confirmation page that summarizes the appointment information.