Audience
- Active Mentors who Accept Direct Requests
- Client Intake Coordinators
Table of Contents
Locate The DaySmart Appointments Link
Your Admin will provide the link to your DaySmart Scheduling Tool URL.
Add The Link To Your Engage Profile Page
1) Log in to Engage at https://score.force.com
2) Click My Profile from the top menu.
3) In your Engage profile page, scroll down to Mentor Request Settings section. Then, click the pencil icon to edit the following fields:
Note: If you are allowing clients to self-schedule, then you MUST select a mentoring scheduling tool and you MUST enter the scheduling tool URL path. These three fields are interdependent and must be filled out or completed to allow clients to self-schedule effectively.
- Allow Clients to Self-Schedule - check this box if you want your clients to self-schedule from your bookable appointment schedule link. Checking this box will activate the next two fields below it.
- Mentoring Scheduling Tool - select from the drop down options of Calendly, DaySmart, and Google Calendar.
- Scheduling Tool URL Path - this is the field where you should add the partial link to your calendar.
4) Click the Save button on the bottom of the page to finalize the changes.
Relevant Resources
All About DaySmart Appointments (external link)
Getting Started with DaySmart Appointments (external link)
Customer View Overview (external link)
Comments
1 comment
3/7/2023 - removed the section for CIC - to add your chapter's scheduling tool, please send an email to help@score.org
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