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Book a Presentation Online Using Acuity Scheduling Step by Step Manual January 9 th , 2018 Canadian Mental Health Association Edmonton Region 300 - 10010 105 Street NW Edmonton, AB T5J 1C4 Phone: 780-414-6300 Fax: 780-482-7498 E-mail: [email protected]

Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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Page 1: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

Book a Presentation Online Using Acuity

Scheduling

Step by Step Manual

January 9th, 2018

Canadian Mental Health Association Edmonton Region

300 - 10010 105 Street NW

Edmonton, AB T5J 1C4 Phone: 780-414-6300

Fax: 780-482-7498

E-mail: [email protected]

Page 2: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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1. Q: How do I schedule a Presentation?

A: You can schedule a presentation by clicking Here or the link embedded on our website. This link will take you to the scheduling page pictured below where you are able to choose the topic of the presentation.

After selecting the presentation, a calendar automatically pops up for selection of date and time.

Page 3: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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Once you select the date, a dropdown list with available times will pop up. Please note: If a time slot does not pop up, then it means that it is not available and you must choose a different time.

After clicking on the time, it will bring up a side option with Continue. Click Continue and you will be taken to the Your Information page. Note: If you are a ‘First Time User’, please continue with entering your details. Information on how to register an account will be provided on page 8. The information page is extremely important as it contains our Eligibility Requirements. Please read through before proceeding to the next step as you will need to declare you have read and understood them.

Page 4: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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Light Up Your Mind Booking Form:

Adult Community Education Booking Form

For Schools

For Adults

Eligibility Requirements

Eligibility Requirements

Page 5: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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2. Please continue filling in your appointment details as shown below: If it’s a Light Up Your Mind Program the form will come up as illustrated below:

Eligibility Requirements

Page 6: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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If it’s an Adult Community Education Program the form will come up as illustrated below:

After you have entered all the required info click Complete Appointment.

Eligibility Requirements

Complete Appointment

Page 7: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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3. Finally, a confirmation email with a reminder of the Eligibility Requirements will be sent to you as indicated below:

Please retain a copy of the confirmation email as it contains links to allow you to Change/Cancel or Add appointment to your calendar.

Name

Presenter

Eligibility Requirements Reminder

Page 8: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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4. Q: Can I schedule a block of time for multiple presentations?

A: No. You will need to schedule each presentation separately. But don’t worry! By registering an account, you will only need to input your personal information once.

5. Q: Do I need to Register?

A: Registering an account is highly recommended if you are booking multiple presentations but it is not mandatory. You will not be required to log in to schedule an appointment but you will have to reenter your contact details/information every time you schedule a presentation. By registering, forms will automatically be filled in with your details when scheduling appointments. You can sign in to your client scheduling page and easily reschedule or cancel existing appointments. Also, you can view all upcoming and past appointments that have been scheduled.

6. Q: How do I register?

A: You can register on the confirmation page when you complete the first booking or through your confirmation email that you receive after booking your first presentation. Click Change/Cancel Appointment as shown below:

Page 9: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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After you click Change Cancel Appointment you will be taken to the client scheduling page as shown below where you can: Register for an Account, Cancel, Reschedule your presentation, Edit Forms and Add the appointment to your Outlook or Google Calendar. Register for an Account:

7. Q: How do I log in?

Log in by clicking Log in on the client page as illustrated below:

Page 10: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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8. Q: What if I forget my Password?

A: If you have forgotten your password as a registered user, you will be prompted to request to reset it as shown below. Please note: CMHA cannot reset the password for you as this can only be done by the user as illustrated below:

After you have clicked Forgot your password, it will prompt you to enter your email address. (the one used when you created the account) before resetting.

9. Q: How do I change my Password?

A: When you are logged into your account, you will see Change Password in the upper right hand corner of the screen.

10. Q: How do I reschedule an appointment?

A You can reschedule an appointment by either clicking Change/Cancel Appointment in the confirmation email, reminder email or by clicking Reschedule on the clients scheduling page. After you click Change/Cancel Appointment, you will be taken to the client scheduling page.

Page 11: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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By going directly to the client scheduling page as indicated below:

After you click Reschedule, a Calendar will pop up to choose a new date.

Choose the date and time then click Reschedule.

Page 12: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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11. Q: How do I Cancel an Appointment?

A: You can cancel an appointment by either clicking Change/Cancel Appointment

in the confirmation email. OR By clicking Cancel on the client scheduling page as shown below:

Page 13: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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After you click ‘Cancel’, the following command will appear, choose Yes, cancel appointment. If you have changed your mind, click No, don’t cancel.

12. Q: How do I add Appointment to Outlook and Google

A You can add an appointment by clicking on Add to iCal/Outlook or Google as applicable.

Page 14: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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Outlook, will come up as below:

Google will come up as below: Please note: if you are not logged on, it will ask you to do so prior to adding the appointment.

Page 15: Book a Presentation - Edmonton · 2018-09-17 · Book a Presentation Scheduling Step by Step Manual January 9th, 2018 Canadian Mental Health Association Edmonton Region 300 - 10010

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We invite your feedback on this new scheduling

procedure we have recently launched. Additionally, if

you have questions or concerns please contact

Education Services

[email protected] I 780-453-4654