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Navigate to the SUMO Multi-Calendar tab.
In the Gear Settings, select the Appointment Scheduler for your appointment type (EG, EMBA Interview for EMBA interview staff):
NOTE: Only hosts with availability defined in the SUMO User Settings and setup in the Invite Manager will appear in the Multi-Calendar.
The list of available users are grouped on the screen by location. Names may appear in multiple places, if they are available for different locations. Their availability is displayed as defined in the SUMO User Settings (by location).
The boxes that are white are times available for an appointment. To schedule an appointment for that interviewer, click on a white box, then select Appointment.
Complete the appointment details in the follow screen.
New Appointment schedule screen:
| Field | Explanation |
|---|
| Appointment Type | The type of appointment you need to schedule (EMBA Interview, Coffee Chat, etc.) |
| Where | Select the location of the appointment (this is auto-populated from the Multi-Calendar, but can be updated). |
| Time Options | The default time settings of the Appointment Type, but they can be updated here. |
| Participants | Auto-populates with the user as the Host. Use the search box to search for the Primary Participant (applicant/attendee). You can select multiple attendees if you would like. |
| Choose Appointment Slot | This is based on the Host's availability for that location and appointment type. |
| Admissions Application | Search for the application to associate with the appointment. You can search by applicant name, and the fields that display in the search are the applicant name, program name, apply year, and internal status. - NOTE: This is required for all MBA Interview appointments scheduled through the Multi-Calendar. This is what connects the Admissions Application to the Interview appointment, and all interview-related automations and reports run off this field.
|
| Message | You can optionally send a message to the attendee(s). |
| Attachments | You can upload attachments to send to the attendee. |
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