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In the waffle menu (the 3x3 grid to the upper left of the screen), search for SUMO, and select the SUMO Appointment Scheduler app.

This tab manages the setup of the appointment links. This is where hosts and locations are managed. This includes branding, appointment locations, providers, additional form fields, email templates, and appointment reminders.

Navigate to the SUMO Multi-Calendar tab.

The Online Schedulers allow for defining email templates for SUMO to process email notifications, in the Notifications tab.

A step-by-step walkthrough for creating a personalized SUMO appointment link for a Lead.

On the Application page, in the Action Menu, there is a button labeled 'Email Appt Invite'.

If you notice that an interview appears to be missing from your report or if the Interview 1 fields are not populated as expected more than 24 hours after the interview appointment was created, it is likely that the Admissions Application is not related to the Interview appointment records.

To change the interviewer on a SUMO Interview Appointment, there are two steps that need to be complete: