Use the optional Appointments feature to keep track of any one-time or recurring events in your students' schedules, such as: dentist appointments, sports team practices, music lessons, etc. Appointments can be displayed in the Agenda - Calendar View, the Agenda - List View and the Daily Task List.

You can add a single Appointment for one or more Students or create multiple Appointments for one or more Students using the Add Appointment form.

• Skip to Students and Details section
• Skip to Day and Date section

1. On the HSTOnline menu, click or touch 'Agenda - Calendar View' or 'Agenda - List View' under the 'Schedules and Planning' section.
2. On the Agenda - Calendar View or Agenda - List View page, click or touch the Add button and select Appointment.

   

   • The Add Appointment form is a tabbed area. Click on a tab name to move to that area. You can move back and forth as many times as you need as you adjust your option settings. The active tab area is indicated by a dark blue line under the tab name.
   • In the left tab, you will select the Students who will receive the Appointment(s) and set the Event, Time or Block, Order and Reschedule options for the Appointment(s).
   • In the right tab, you will set the Day and Date parameters for the Appointment(s) you are creating.
3. Students and Details: The form starts with this tab activated, which is indicated by the dark blue line under the Students and Details heading.

    

4. Students: Choose the Students who will receive this Appointment.
   • The first time you enter this area, no students will be selected. On subsequent visits, HSTOnline will show your previous Student selections. Exception: If you have just one active Student in your Student list, that Student will be automatically selected.
   • Click or touch the check box for each Student you want to include for this Appointment.
5. Appointment Details:
   • Event: Enter a name, activity or location for this Appointment, up to 150 characters.
   • Time Start/End or Block: The field that appears (Time or Block) depends on your settings in Program Options. Set the Start/End times or Block for the Appointment, or leave these fields blank.
   • Order: This field appears only if enabled in Program Options. Enter the Order value for this Appointment or leave it blank.
   • Reschedule: Check the box if you want this Appointment to be able to be moved to a different date using the Reschedule feature; leave the box empty if you do not want this Appointment to be able to be changed using Reschedule. The box is unchecked by default, preventing Appointments from being moved forward or backward with Reschedule.

   

6. Click or touch:
   • Return to Agenda to cancel this process and return to the Agenda - List view
   • Continue to Day and Date to move to the next set of options. You can also click or touch the Day and Date tab to move to that are of options.
7. Day and Date Options: When you choose 'Continue to Day and Date' or click or touch the Day and Date Options tab, the Day and Date Options tab will display a dark blue line, indicating it is the active area.

   

8. Day Options: Set the parameters for the Appointment(s) to be created.
   • Check the boxes to Skip Days off and/or Skip Non-School Days.

     

     

     • Both boxes are checked by default. HSTOnline will remember your settings when you return to this area.
     • Skip Days off will cause HSTOnline to skip over any days that have already been noted as a Day Off within your school year.
     • Non-School Days are those days of the week that are unchecked in your School Profile.
   • Click or touch the radio button for Daily, Weekly or Monthly. See the Day Options Help Page for step-by-step instructions on completing this section. Below is a brief description of each option:
     • Daily: HSTOnline will gather a list of all dates that fall within your selected date range, remove the dates that violate your 'Skip' settings, and then place an Appointment on each date int he date range according to your 'Every_Day' entry.
     • Weekly: HSTOnline will gather a list of all dates that fall within your selected date range, cull the list to only those dates which match the days of the week you have selected for your Weekly options, and then remove from the remaining dates any that violate your 'Skip' settings. Finally, HSTOnline will place an Appointment on each remaining date in the range according to your
       'Every _ Weeks' entry.
     • Monthly: HSTOnline will gather a list of all dates that fall within your selected date range, cull the list to only those dates which match the date of the month or # day of the month you have selected (First Tuesday, Third Monday, etc.) and then remove from the remaining dates any that violate your 'Skip' settings. Finally, HSTOnline will place an Appointment on each remaining date in the date range.
9. Date Range: Set the range of dates needed.

   

   • To create a single Appointment, set the Start Date and End Date fields to the same date.
   • Start Date: Enter a date in the mm/dd/yyyy format or use the Calendar icon to select a date.
   • End Date: You may choose any date you wish that is greater than or equal to the Start date. Enter a date in the mm/dd/yyyy format or use the Calendar icon to select a date.

   

10. Click or touch:
    • Return to Agenda to cancel this process and return to the Agenda - List view.
    • Continue to Preview to see a preview of items that will be added to your Agenda.
11. If you choose 'Continue to Preview', HSTOnline will show you the Appointments that will be created based on your option settings. Use this opportunity to review the items before accepting them to be added to your database.
    • The Preview will show you all items, sorted by date and then by Student. You can group or sort the Preview list in any way you like and HSTOnline will remember those settings each time you return to the Preview list.
    • If the results are not what you expected, you can click or touch the 'Students and Details' tab or the 'Day and Date' tab to reset your options and then click or touch the 'Return to Preview' button to see the new results.

    

12. Once you are satisfied with the items displayed in the Preview, you can select the items you want to add to your Agenda. Click or touch the 'Select All' badge to select all the Appointments in the list. Alternatively,
    • you can click or touch the checkbox for each Appointment you want to accept.
    • you can use your mouse to click and drag over contiguous entries in the list to select those items.
    • on a touch device, you can touch and drag your finger over contiguous entries in the list to select those items.

    

13. Click or touch:
    • Return to Agenda to abandon this process and return to the Agenda - List View.
    • 'Accept Selected Items' to add the highlighted Appointments to your Agenda.

Copying an Appointment over a Date Range

You can select any single Appointment and use it as the basis for creating new Appointments for one or more Students over a range of dates, following the Daily, Weekly or Monthly pattern you set. The Copy over Date Range process uses the same form as the Add Appointment form outlined above and fills in the Event, Time/Block, Order and Reschedule fields from the original item. You can change these fields as needed.

1. On the HSTOnline menu, click or touch 'Agenda - List View' under the 'Schedules and Planning' section.
2. Set the Date Range, Students and Types filters to display the item you want to use as the basis for the Copy over Date Range function.
3. Click or touch the Appointment you want to Copy.
4. Click or touch the Action button and choose 'Copy over Date Range' to open the Copy Appointment form.
5. In the Students and Details tab:

   

   • Select the Students who will be receiving the new items. The Student attached to the original Appointment will already be selected. Choose any other Students you want to create new Appointments for.
   • Set the Event, Time/Block, Order and Reschedule status.. These fields will show the details of the original Appointment. Change the settings as needed.
6. Click or touch the Day and Date tab or the 'Continue to Day and Date' button to access those options.

   

   • Under Day Options choose which types of days to skip and set the Daily, Weekly or Monthly pattern you want HSTOnline to follow when creating these items.
   • Set the Date Range you want to use by entering a date in the Start and End fields using the mm/dd/yyyy format or click on the Calendar icon to select a date for each field.
7. Click or touch Continue to Preview to review the Appointments that will be created.

   

   • If the results are not what you expected, you can click or touch the Students and Details tab or the Day and Date tab to reset your options and then click or touch 'Return to Preview' to see the new results.
8. Once you are satisfied with the items displayed in the Preview, you can select the items you want to add to your Agenda. Click or touch the 'Select All' badge to select all the Appointments in the list. Alternatively,
   • you can click or the checkbox for each Appointment you want to accept.
   • you can use your mouse to click and drag over contiguous entries in the list to select those items.
   • on a touch device, you can touch and drag your finger over contiguous entries in the list to select those items.

   

9. Click or touch:
   • Return to Agenda to abandon this process and return to the Agenda - List View.
   • Accept Selected Items to add the highlighted Appointments to your Agenda.

Duplicating Appointments

Use this feature when you have Appointments created that you need to duplicate with the same Date, Event, Time/Block, Order and Reschedule status for another Student or Students.

1. On the HSTOnline menu, click or touch 'Agenda - List View' under the 'Schedules and Planning' section.
2. Set the Date Range, Students and Types filters to display the Appointments you want to duplicate.
3. Select one or more Appointments that you want to duplicate.
   • Click the checkbox for each entry you want to duplicate.
   • You can use your mouse to click and drag over contiguous Appointments to select those items.
   • On a touch device, you can touch and drag your finger over contiguous Appointments to select those items.
   • Click or touch the 'Select All' badge to select all the items in the list. Note: You can duplicate Appointments, Assignments, Chores and Day Off entries at the same time. Just include all the items you want to duplicate in your selection.
4. Click or touch the Action button and choose 'Duplicate' to open the Duplicate window.

   

   • HSTOnline will show you the number of Appointments selected for duplication. (Fig. 1)
   • If you your selection includes other types of items, those types and the number of each will be listed in the Duplicate window. (Fig. 2) If your selection includes Attendance items, they will be ignored as Attendance entries cannot be duplicated in this manner.
5. Choose the Students to whom you want to copy the selected items. If you select the original Student, that Student will have the original items and the duplicates created.
6. Click or touch:
   • Cancel to abandon this process.
   • Save to create the duplicates for the selected items and Students.

Editing a Single Appointment

You can edit any single Appointment to change the Student, Event, Date, Time/Block, Order and/or Reschedule status for the selected item.

1. On the HSTOnline menu, click or touch 'Agenda - Calendar View' or 'Agenda - List View' under the 'Schedules and Planning' section.
   • On the Agenda - Calendar View:
     • Set the filters to view the Appointment you want to change.
     • Click or touch on the item you want to change to open the tool tip window.
     • Click or touch 'More' to open the Edit window for that item

       

   • On the Agenda - List View:
     • Set the Date Range, Students, and Types filters to display the Appointment you want to edit.
     • Double-click on the Appointment you want to change to open the Edit Appointment window.
       • Alternatively, you can click once on the Appointment you want to change and then click the Action button and choose Edit to open the Edit Appointment window.
       • On a touch device, touch the Appointment you wish to edit and then touch the Action button and touch Edit to open the Edit Appointment window.

       

2. HSTOnline will show you when and by whom the original item was created and when and by whom it was last changed.
3. Make any changes needed.
4. Click or touch:
   • Cancel to abandon this process.
   • Save to keep your changes and update the Agenda.
   • The Previous or Next hyperlink in the top right corner to save your changes to this Appointment and move to the previous or next Appointment in the list. You can click or touch Previous or Next until you have made all the changes you want to your Appointments and then click the Save button to end the Edit process. If you reach the beginning or end of the list when clicking or touching Previous or Next, the Edit window will close and you will be returned to the list view. Note: When using Previous/Next, HSTOnline will move to the next or previous item of the same type - in this case, Appointments - skipping over the other items in the Agenda - List View.
     • Previous and Next are only available when editing items from the Agenda - List view.

Editing Multiple Appointments

You can edit any selected group of Appointments to change the Student, Event, Date, Time/Block, Order and/or Reschedule status for the selected items.

1. On the HSTOnline menu, click or touch 'Agenda - List View' under the 'Schedules and Planning' section.
2. Set the Date Range, Students and Types filters to display the items you want to edit.
3. Choose the Appointments you want to multi-edit.
   • Click the checkbox for each Appointment you want to change.
   • You can use your mouse to click and drag over contiguous Appointments in the list to select those items.
   • On a touch device, you can touch and drag your finger over contiguous Appointments in the list to select those items.
4. Click or touch the Action button and click or touch Multi-Edit to open the Multi-Edit Appointments window.
   • If your selection includes Appointments and other item types (Assignments, Attendance, Chores and/or Day Off) the Multi-Edit option will be disabled. Reselect items to include only Appointments.
   • HSTOnline will show you how many items have been selected for editing.
   • The fields in the Multi-Edit window will show the settings for the first Appointment in your selection.

   

5. To enable the form, click or touch the box to the left of each field you want to change for all selected Appointments. Make your selection for each of those fields.
6. Click or touch:
   • Cancel to abandon this process.
   • Save to keep your changes and update the Agenda.

Deleting Appointments from the Agenda - Calendar View

You can delete any single Appointment from the Agenda - Calendar view. To delete multiple items at the same time, use the Delete action in the Agenda - List View.

1. On the HSTOnline menu, click or touch 'Agenda - Calendar View' in the 'Schedules and Planning' box.
2. Set the filters to view the item you want to remove.
3. Click or touch on the item you want to remove to open the tool tip window.

   

4. Click or touch 'Delete' to open the Confirm Delete window for that item. The Delete option will only appear when signed in under an Administrator or Teacher account.

   

5. Click or touch 'Never Mind' to keep the item; click or touch 'Yes, I'm Sure' to remove the Day Off entry from your database. Deleted items cannot be retrieved.

Deleting Appointments from the Agenda - List View

You can select any one or more Appointments to completely remove them from your database.

1. On the HSTOnline menu, click or touch 'Agenda - List View' under the 'Schedules and Planning' section.
2. Set the Date Range, Students and Types filters to display the items you want to remove.
3. Choose the Appointments you want to delete.
   • Click the checkbox for each Appointment you want to remove.
   • You can use your mouse to click and drag over contiguous Appointments in the list to select those items.
   • On a touch device, you can touch and drag your finger over contiguous Appointments in the list to select those items.
   • Click or touch the 'Select All' badge to select all the items in the list. Note: You can delete Appointments, Assignments, Attendance entries, Chores and Day Off entries at the same time. Just include all the items you want to delete in your selection.
4. Click or touch the Action button and choose 'Delete' to open the Confirm Delete window.
   • HSTOnline will show you the number of Appointments selected for deletion. (Fig. 1)
   • If you your selection includes other types of items, those types and the number of each will be listed in the Confirm Delete window. (Fig. 2)
5. Click or touch:
   • 'Never Mind' to cancel the delete process.
   • 'Yes, I'm Sure' to complete the deletion process. HSTOnline will delete all of the selected items from the database. Deleted items cannot be retrieved.

You can create a printed list of Appointments for any date range using the Daily Task List report. The report can include any combination of Appointments, Assignments and/or Chores.

You can export a list of Appointments for any date range to a .CSV file using the Export option under the More button in the Agenda - List View. The file can include any combination of Appointments, Assignments and/or Chores.