Appointment Duration: Each slot can run anywhere from 10 minutes - 300 minutes.
Appointment Padding: If you'd like to include some time between appointments in your schedule, set that here (from 0 minutes - 180 minutes). This can be helpful, for example, if you need time to get from one location to another.
Patron Must Book in Advance: Set how many hours/days in advance the appointment must be booked (from 0 hours - 1 week).
Patron Can Cancel Appointment: Set how far in advance a patron is able to cancel an appointment (from 0 hours - 1 week).
Patron Booking Window: Set how far in the future a patron is allowed to book an appointment with you. For example, if you set the window to 1 month, then patrons will only be able to see availability times 1 month into the future.
Public Nickname: Use this setting to create a nickname to show in place of your real name (as listed in your LibApps user account settings).
Friendly URL: You can give your appointment booking page its own customized URL. Although optional, this will make it much easier to link to and share the URL to your public appointment booking page.
Restrict Bookings by Email Domain: If you'd like to restrict who can book appointments with you, one way is to limit new bookings to users with certain email domain names.
Directions: Optionally, you can provide patrons with directions to your location or office. This will display both on the appointment bookings screen, as well as in the patron's email confirmation.
Patron Reminder Email: You can choose to automatically send a reminder email to a patron prior to their scheduled appointment, up to 1 week in advance.
Patron Follow Up Email: You can choose to automatically send a customized follow-up email to a patron after their appointment concludes, up to 1 week later.
Enable LibAuth Authentication: If your LibApps administrator has setup LibAuth authentication, you can choose to enable it for your appointment booking form. When you do this, patrons will be required to authenticate before they can book an appointment with you. This will effectively restrict your appointments to people affiliated with your institution.
Once finished making your changes, click the Save button.
Enter your description using the rich text editor. Use the various text editor options to format and style your text, as well as insert images.
When finished, click the Save button.
In the Appointment Form Settings panel, click on the Add Question button.
In the Add Question window, enter the question you want to ask the patron in the Text field. This will appear as the question's label on the form.
Select the type of question you want to add from the Type dropdown. You can add the following field types:
If you'd like, use the Required options to choose whether or not this question is required before submitting the form.
If you selected Radio Buttons, Checkboxes, or Dropdown, use the Selections field and Add Selection button to add options.
In the Appointment Form Question Order panel, drag and drop your custom questions into a new order.
Click on the Update Order button.
In the Appointment Form File Uploads panel, toggle the File Uploads option to enable or disable this field.
In the Help Text text box, you can optionally customize the help text that appears inside the file upload area on your form. For simple changes, replace the text inside of the existing <strong></strong> and <span></span> tags (shown highlighted in the screenshot).
Click the Save button.
Confirmation email to patron: this is sent to the user after they book their appointment.
To customize one of the above template, simply click on its panel. Here's an overview of how a template works:
<strong></strong> tags.{{{FORM_FIELDS}}} tag will display the user's booking form responses wherever the tag appears in the email.{{#tagname}}...{{/tagname}}).
{{#MY_EMAIL}} ({{MY_EMAIL}}){{/MY_EMAIL}} will only display the content between the {{#MY_EMAIL}} and {{/MY_EMAIL}} tags as long as the email field is not empty.Once you've finished making any changes (including restoring the default text), don't forget to click the Save button.
Rescheduled email to patron: this is sent to the patron when an appointment is rescheduled.
To customize one of the above template, simply click on its panel. Here's an overview of how a template works:
<strong></strong> tags.{{{FORM_FIELDS}}} tag will display the user's booking form responses wherever the tag appears in the email.{{#tagname}}...{{/tagname}}).
{{#MY_EMAIL}} ({{MY_EMAIL}}){{/MY_EMAIL}} will only display the content between the {{#MY_EMAIL}} and {{/MY_EMAIL}} tags as long as the email field is not empty.Once you've finished making any changes (including restoring the default text), don't forget to click the Save button.
Confirmation email to admin: this is sent to the librarian after the patron has booked their appointment.
To customize one of the above template, simply click on its panel. Here's an overview of how a template works:
<strong></strong> tags.{{{FORM_FIELDS}}} tag will display the user's booking form responses wherever the tag appears in the email.{{#tagname}}...{{/tagname}}).
{{#MY_EMAIL}} ({{MY_EMAIL}}){{/MY_EMAIL}} will only display the content between the {{#MY_EMAIL}} and {{/MY_EMAIL}} tags as long as the email field is not empty.Once you've finished making any changes (including restoring the default text), don't forget to click the Save button.
Patron cancel email to patron: this is sent to the user when the patron has canceled their own appointment.
To customize one of the above template, simply click on its panel. Here's an overview of how a template works:
<strong></strong> tags.{{{FORM_FIELDS}}} tag will display the user's booking form responses wherever the tag appears in the email.{{#tagname}}...{{/tagname}}).
{{#MY_EMAIL}} ({{MY_EMAIL}}){{/MY_EMAIL}} will only display the content between the {{#MY_EMAIL}} and {{/MY_EMAIL}} tags as long as the email field is not empty.Once you've finished making any changes (including restoring the default text), don't forget to click the Save button.
Admin cancel email to patron: this is sent to the patron if the librarian has canceled their appointment.
To customize one of the above template, simply click on its panel. Here's an overview of how a template works:
<strong></strong> tags.{{{FORM_FIELDS}}} tag will display the user's booking form responses wherever the tag appears in the email.{{#tagname}}...{{/tagname}}).
{{#MY_EMAIL}} ({{MY_EMAIL}}){{/MY_EMAIL}} will only display the content between the {{#MY_EMAIL}} and {{/MY_EMAIL}} tags as long as the email field is not empty.Once you've finished making any changes (including restoring the default text), don't forget to click the Save button.
Reminder email to patron: this is an optional email that can be sent to patrons as a reminder for their appointment.
To customize one of the above template, simply click on its panel. Here's an overview of how a template works:
<strong></strong> tags.{{{FORM_FIELDS}}} tag will display the user's booking form responses wherever the tag appears in the email.{{#tagname}}...{{/tagname}}).
{{#MY_EMAIL}} ({{MY_EMAIL}}){{/MY_EMAIL}} will only display the content between the {{#MY_EMAIL}} and {{/MY_EMAIL}} tags as long as the email field is not empty.Once you've finished making any changes (including restoring the default text), don't forget to click the Save button.
Follow up email to patron: this is an optional email sent to the patron after the appointment has ended. This is a great way to send users a link to a feedback form or to let them know how to contact you if they need any additional help.
To customize one of the above template, simply click on its panel. Here's an overview of how a template works:
<strong></strong> tags.{{{FORM_FIELDS}}} tag will display the user's booking form responses wherever the tag appears in the email.{{#tagname}}...{{/tagname}}).
{{#MY_EMAIL}} ({{MY_EMAIL}}){{/MY_EMAIL}} will only display the content between the {{#MY_EMAIL}} and {{/MY_EMAIL}} tags as long as the email field is not empty.Once you've finished making any changes (including restoring the default text), don't forget to click the Save button.
The Appointment Settings allow you to configure the duration of your availability times, booking restrictions, and other important settings. Because these have a big impact on how individuals book appointments with you, it's strongly recommended that you set these up before you start adding availability times.