Accept Or Reject Appointment Requests
When a client goes to the website and asks to meet with you, you can either accept or reject the
appointment. You also have the option of changing the appointment time for the client if you know the
client’s availability. (This is not documented. Use the Edit option.)
1.
You will receive an e-mail titled “New Appointment Request Requires Approval” that is sent
from [email protected] to the e-mail address the website has for you.
SCORE LOS ANGELES
There is a new appointment request for you.
Appointment details:
12/31/2014 10:00 AM – 11:00 AM [America/Los_Angeles (GMT-7)]
Computer & Software
[1 Hour]
Price: Free
SCORE Location: Glendale SCORE Office
Counselor: Izo Fine
Customer details:
Username: bel777
Email: [email protected]
Contact Telephone Number: 818-246-5656
First Name: Bella
Last Name: Checker
To accept or reject this appointment, click here:
http://www.scorela.org/wp-admin/admin.php?page=hitappoint&nts-panel=admin%2Fappointments%2Fbrowse
If you have any questions, please contact us by email at [email protected] or call 818-552-3206. Thank you!
The SCORE Los Angeles Team
2.
Click on the link in the e-mail (highlighted in red, bold above)
Note: Depending on your browser, you may need to launch the browser then copy-and-paste
the link into the address line.
For some mentors, the link in the e-mail is not active. In this case,
a.
Launch a browser
b.
In the address line type in scorela.org then press enter
c.
Click on Mentors Only
d.
Log in using your username and password
e.
Click on the Login button under Appointment Management
f.
Proceed as described in step 3 below.
If you are NOT logged into the scorela.org website, a login screen is displayed
Enter your SCORE LA website username and password
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Accept Or Reject Appointment Requests
3.
If you had to log into the scorela.org website, click again on the link in the e-mail.
The Appointments home page is launched.
Note that the requested appointment is in orange, indicating it is pending.
4.
When you Click on the requested time you see the details of the requested appointment.
5.
Click on the arrow to the right of Pending to access the Accept or Reject options.
6.
The choices available to you are shown.
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Accept Or Reject Appointment Requests
7.
APPROVE THE APPOINTMENT
7.1 To Approve the appointment, click on the green Approve.
7.2 Note the appointment color changes to green to indicate approved.
7.3 Both you and the client receive an e-mail titled “Your Appointment Approved”
The client’s e-mail states:
SCORE LOS ANGELES
Thank you for your appointment request. Your appointment is now approved. Your volunteer mentor has set aside time just for you
and SCORE expects that you will honor the appointment you requested
Your Appointment Details:
12/31/2014 2: :00 AM – 11:00 AM [America/Los_Angeles]
Computer & Software
[1 Hour]
Price: Free
Status: Approved
SCORE Location: Glendale SCORE Office
Mentor: Izo Fine
If you have any questions, please contact us by email at [email protected] or call 818-552-3206. Thank you!
The SCORE Los Angeles Team
Your e-mail states:
SCORE LOS ANGELES
The appointment is now approved.
The Appointment Details:
12/31/2014 :00 AM – 11:00 AM [America/Los_Angeles]
Computer & Software
[1 Hour]
Price: Free
Status: Approved
SCORE Location: Glendale SCORE Office
Mentor: Izo Fine
Client details:
Username: bel777
Email: [email protected]
Contact Telephone Number: 818-246-5656
First Name: Bella
Last Name: Checker
If you have any questions, please contact us by email at [email protected] or call 818-552-3206. Thank you!
The SCORE Los Angeles Team
Rev: 12/31/2014
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Accept Or Reject Appointment Requests
8.
REJECT THE APPOINTMENT
8.1 Click on Reject.
8.2 You are given an opportunity to enter a reject reason.
Click on the Confirm button
8.3 The pending appointment is deleted.
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Accept Or Reject Appointment Requests
8.4 Both you and the client receive an e-mail, headed “Your Appointment - Not Accepted”.
SCORE LOS ANGELES Thank you for your appointment request. We are sorry, your appointment cannot be accepted at this time.
Reason:
I will be out of town. Please return to the website and reschedule the appointment
Your appointment details:
12/31/2014 :00 AM – 11:00 AM [America/Los_Angeles]
Computer & Software
[1 Hour]
Price: Free
Status: Cancelled
SCORE Location: Glendale SCORE Office
Mentor: Izo Fine
Customer details:
Username: bel777
Email: [email protected]
Contact Telephone Number: 818-246-5656
First Name: Bella
Last Name: Checker
If you have any questions, please contact us by email at [email protected] or call 818-552-3206. Thank you!
Rev: 12/31/2014
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