[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-393387-105":3,"doc-detail-393387-en":81,"detail-sidebar-cat-1-en-105":98},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","set-up-a-new-schedule-in-person-or-virtual-availability","Set Up a New Schedule - In Person or Virtual Availability","","Guide for appointment facilitators using Student Success Slate to configure a new schedule within a date range. Instructions cover General tab settings (name, start/end dates, folder, user, template selection with tips for finding templates and combining in-person/virtual availability) plus Scheduler settings for page title, appointment duration, registration deadline, and optional break buffers. Includes Location tab steps (time zone, detailed office location, or virtual/Zoom link setup), then saving and adding regular or special availability. Explains how Slate removes busy times from the integrated Outlook calendar and when Live Preview will populate.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/set-up-a-new-schedule-in-person-or-virtual-availability/393387/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/set-up-a-new-schedule-in-person-or-virtual-availability/393387.png","ImageObject",442,249,{"name":42,"@type":43},"Quinn Holloway","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-20","2026-09-26",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",12,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"How do appointment facilitators define the schedule date range and ownership details?","Question",{"text":63,"@type":64},"In the General tab, set the Start Date and End Date for when availability begins and ends, choose the appropriate Folder, and select the User from available accounts if it does not populate automatically.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What settings control appointment length and registration cutoff in the Scheduler tab?",{"text":68,"@type":64},"Set Duration for individual appointments (30 minutes recommended) and enter the Registration Deadline in minutes, which is rounded up in 5-minute increments (1440 minutes / 24 hours recommended). Optional Break time can add buffer minutes before and after confirmed sessions.",{"name":70,"@type":61,"acceptedAnswer":71},"How does Slate treat busy times and when does Live Preview appear?",{"text":72,"@type":64},"Slate automatically removes specific dates and times marked busy based on the integrated Outlook calendar, both for regular and special availability. Live Preview may not populate during initial setup and fills in when the schedule is assigned to a portal by the Slate team.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},393387,1791743948,{"code":4,"msg":82,"data":83},"success",{"doc_id":79,"user_id":84,"nickname":42,"user_avatar":85,"doc_module":22,"category_id":86,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":87,"file_id":88,"file_url":89,"file_type":90,"file_size":91,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":92,"language":93,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":94,"faqs":95,"seo_title":96,"seo_description":12,"update_tm":97,"read_time":26},2336474466712,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd",11,"With Availability (formerly Active Scheduler), appointment facilitators can set their own availability windows  \nwithin a given date range.  \n[Link: slate.okstate.edu/manage](Link: slate.okstate.edu/manage)  \nScreen: Student Success Slate Welcome Screen  \nFrom the main navigation, select Events   \nScreen: New Schedule  \nConfigure the following settings in the General tab:  \n• Name: Enter a name for the schedule – Usually name, ang general time period for ease of reference  \n• Start Date: When availability begins  \n• End Date: When availability ends  \n• Folder: Place your schedule in the appropriate folder for your area/role  \n• User: If not currently populating yourself, select from the list of user accounts.  \n• Template: Select your appropriate temple for the schedule you are building (in person or virtual, and if you have multiple locations, note the location name on the template) from the list.  \n• TIP: use the FIND feature, [Ctrl] + [F], to isolate your template(s) to choose from – the list is long and growing, so it can be a bit daunting to scroll through  \n• If your availability is exactly the same for all of your templates (in person, virtual, locations), you can select BOTH (or ALL) templates for one schedule  \n• If your in person, virtual, or location availability differ, you will want an in person schedule where you will select the in person template, and a separate virtual schedule where you will select the virtual template.  \n• This is my in person schedule 30 min, so I chose my in person 30 minute template  \nSelect the Scheduler tab  \nConfigure the following settings:  \n• Page Title: (your name)– In Person or (your name)– Virtual  \n• Duration: Set a length for individual appointments; 30 minutes recommended  \n• Registration Deadline: Enter the time when registration will close prior to an appointment. This value is in minutes and is rounded up in 5 minute increments; 1440 minutes (24 hours) recommended  \n• Break time: If desired, enter a buffer period in minutes to be added before and after confirmed sessions; not required. (If you choose this option, think about how it will impact your schedule and appointment start/end times.)  \nSelect the Location tab  \n• Select the Time Zone from the list  \n• For In Person meetings:  \nInclude your office location in “Location Name” – BE SPECIFIC, type out the full name of the building  \n• For Virtual (Zoom) meetings  \nClick “Online Session” and choose Host session using external service  \nEnter YOUR ZOOM LINK in the “URL” field  \nSAVE  \nScreen: Add Availability  \nSelect the newly created schedule. You’re directed to the summary page for the schedule, where you can add availability windows.  \nAdding regular availability  \n**BEST PRACTICE:  \nSet your schedule wide on open with BLOCKS of time on days you have availably (for instance, Monday 1-4, Tuesday 9 – 12, etc), then let Slate decide which slots are truly available based on the integrated outlook calendar it is reading from.  \nRegular Availability includes the days and times you’re generally available.  \nSlate automatically removes the specific dates and times you’ve marked as busy from this availability based on the integrated Outlook calendar.  \nAdd availability for a day, select +. A time range appears.  \nSelect + again to add another time range.  \nAdding special availability  \nSpecial Availability includes days when your availability differs from your regular schedule.  \nSlate automatically removes the specific dates and times marked as busy based on the integrated Outlook calendar. Most users don't need to specify dates with special availability.  \nAdd availability for a day, select +. A time range appears.  \nSelect + again to add another date or time range.   \nSAVE  \nLive Preview may not populate depending on where we are in the set up process .  \nLive Preview will populate if your schedule is assigned to a portal by the Slate for Student Success CRM team. In the initial set up, the Slate team completes this step on y","cbCairuzWhTi7wUO","https://ap.wps.com/l/cbCairuzWhTi7wUO","pdf",860275,5,"English","# Configure a New Schedule\n## General tab settings\n## Scheduler tab settings\n## Location tab settings\n## Save and add availability\n# Regular availability best practice\n## Special availability\n## Live Preview and Outlook integration","[{\"question\":\"How do appointment facilitators define the schedule date range and ownership details?\",\"answer\":\"In the General tab, set the Start Date and End Date for when availability begins and ends, choose the appropriate Folder, and select the User from available accounts if it does not populate automatically.\"},{\"question\":\"What settings control appointment length and registration cutoff in the Scheduler tab?\",\"answer\":\"Set Duration for individual appointments (30 minutes recommended) and enter the Registration Deadline in minutes, which is rounded up in 5-minute increments (1440 minutes / 24 hours recommended). Optional Break time can add buffer minutes before and after confirmed sessions.\"},{\"question\":\"How does Slate treat busy times and when does Live Preview appear?\",\"answer\":\"Slate automatically removes specific dates and times marked busy based on the integrated Outlook calendar, both for regular and special availability. Live Preview may not populate during initial setup and fills in when the schedule is assigned to a portal by the Slate team.\"}]","Set Up a New Schedule - In Person or Virtual Availability | PDF",1790385426,{"code":4,"msg":82,"data":99},[100,103,107,112,117,122,127,132,136],{"id":86,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":101,"slug":102},90,"presentations",{"id":55,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},"Resumes",80,"resumes",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},14,"Invoices",70,"invoices",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},15,"Posters",60,"posters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},16,"Social Media",50,"social-media",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":125,"slug":126},17,"Forms",40,"forms",{"id":128,"doc_module":22,"doc_module_name":25,"category_name":129,"show_sort_weight":130,"slug":131},18,"Letters",30,"letters",{"id":133,"doc_module":22,"doc_module_name":25,"category_name":134,"show_sort_weight":92,"slug":135},21,"Paper Templates","papers-templates",{"id":137,"doc_module":22,"doc_module_name":25,"category_name":138,"show_sort_weight":4,"slug":139},158,"General","general-158"]