- Introduction
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Welcome to the Appointments course (1 min)
- Setup and management
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Setup for your institution (8 min)
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Setup for individual career services users (4 min)
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Interactive practice: managing appointments in Handshake
- Virtual appointments
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Setup for virtual appointments (6 min)
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Scheduling and launching virtual appointments - student and career services perspectives (3 min)
- Additional features
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Interactive practice: setting up 2-way calendar sync
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Reporting on appointments (4 min)
- Resources
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Accessibility in virtual appointments
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Help Center documentation
- Feedback
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Course Survey
In-person & virtual appointments
Learn how to set up, manage and use the Appointments tool for both in-person and virtual appointments.
The Appointments feature in Handshake allows you to manage your connections with students both virtually and in person through your teams' desired medium. You are also able to quickly report out on those connections to develop actionable data which will also be reviewed in this course.
This course covers:
- Configuring institution-wide and user-specific settings for the Appointments feature
- Student signup flow
- Two-way calendar sync
- Reporting
Who should take this course?
Anyone who will be meeting with students for appointments, or anyone who is overseeing the set up for appointments for your team.
Tip: Pause demo videos along the way and try to navigate in the platform as you progress through the training. Keep track of any questions that come up and reach out to your Handshake relationship manager after the course is completed if your questions are still left unanswered.