SUMO Multi-Calendar
Navigate, view, and edit appointments in the SUMO Multi-Calendar.
Stephanie Stoddard
20 steps
3 minutes
Salesforce
1
Navigate to the SUMO Multi-Calendar<https://johnson.lightning.force.com/lightning/n/sumoapp__SUMO_Event_Calendar>
2
Click the gear icon to change the settings on which appointments you see. **NOTE:** the multi-calendar will remember which settings you saved last.
3
In the Multi-Calendar settings, you can adjust which appointments you see, how the appointments are grouped, and adjust some filters.
4
Use the arrows next to the Today button to navigate weeks, or select the date picker to select a specific date.
5
Use the dropdown on the right side of the screen to change the number of days in your view.
Edit an Existing Appointment
6
Select the appointment in the Multi-Calendar that you want to edit.
7
Click "Edit" on the popup.
8
Edit the Participant: Remove the existing contact and add the new contact. Ensure you select Contacts (indicated by the purple icon) for Interviews, or the automations will not work correctly. Search for and select the new participant.
9
You can also edit the date/time of the appointment.
10
Click "**Save**" to save the appointment changes.
11
Click "**Save**". **NOTE:** Uncheck the Update Reason to prevent a message from sending to the appointment participants.
Create New Appointment
12
Click "Create"
13
Click "Appointment"
14
Click the "Choose Type or Enter Name" field to select the SUMO Service to schedule.
15
Select the location of the appointment.
16
Click the "Search Participants" field. Search for the applicant you are scheduling with. **It is best to search by email address.** **Select the Contact** (the option with the purple icon).
17
Click the "Select an Option" field.
18
Select the date/time of the appointment.
19
**For Interviews:** Add the Admissions Application to ensure the interview is associated with the applicant's application record. **It is best to search by email address.**
20
Click "Save" to save your appointment.
SUMO Multi-Calendar
Navigate, view, and edit appointments in the SUMO Multi-Calendar.
Stephanie Stoddard
20 steps
3 minutes
Salesforce
1
Navigate to the SUMO Multi-Calendar<https://johnson.lightning.force.com/lightning/n/sumoapp__SUMO_Event_Calendar>
2
Click the gear icon to change the settings on which appointments you see. **NOTE:** the multi-calendar will remember which settings you saved last.
3
In the Multi-Calendar settings, you can adjust which appointments you see, how the appointments are grouped, and adjust some filters.
4
Use the arrows next to the Today button to navigate weeks, or select the date picker to select a specific date.
5
Use the dropdown on the right side of the screen to change the number of days in your view.
Edit an Existing Appointment
6
Select the appointment in the Multi-Calendar that you want to edit.
7
Click "Edit" on the popup.
8
Edit the Participant: Remove the existing contact and add the new contact. Ensure you select Contacts (indicated by the purple icon) for Interviews, or the automations will not work correctly. Search for and select the new participant.
9
You can also edit the date/time of the appointment.
10
Click "**Save**" to save the appointment changes.
11
Click "**Save**". **NOTE:** Uncheck the Update Reason to prevent a message from sending to the appointment participants.
Create New Appointment
12
Click "Create"
13
Click "Appointment"
14
Click the "Choose Type or Enter Name" field to select the SUMO Service to schedule.
15
Select the location of the appointment.
16
Click the "Search Participants" field. Search for the applicant you are scheduling with. **It is best to search by email address.** **Select the Contact** (the option with the purple icon).
17
Click the "Select an Option" field.
18
Select the date/time of the appointment.
19
**For Interviews:** Add the Admissions Application to ensure the interview is associated with the applicant's application record. **It is best to search by email address.**
20
Click "Save" to save your appointment.
