Appointment Booking

LibCal allows staff to book one-on-one appointments with patrons.

Set Up a Staff Person to Offer Appointments

Setting up staff for appointments is a two-step process. First, you have to manage settings in the user account. Then you have to add the staff person to the correct appointments group(s).

1. Log in to LibCal.

2. Go to Admin > Accounts.

3. See if the staffer has a LibCal account.

4. If the staff person is NOT in LibCal, create a new account.
   1. Set the "User Level" to regular.
   2. Set the "Appointments Scheduler" drop down to active.
   3. Save.

5. If the staff person IS in LibCal, find their account.

   1. Set the "Appointments Scheduler" drop down to active.
   2. Save.

6. Go to Admin > Appointments.

7. Find the correct appointment topic (which, confusingly, is labeled as the topic), and the correct branch.
8. Click the "gear" drop down for the branch in the correct location/topic. Then select "add users."
   
9. In the search box, type the name of the staff person to search the list of accounts. Once you see the staff person, click their name to select (a checkbox will appear next to their name).
   

10. Save.

11. Send the staff person the link to the help videos on INK.