TrainingSet-up
How to set up a surgery
Create a surgery with timed slots, book a constituent from their case, and print the sheet for the MP.
- Set-up
- Caseworker
- Constituency support
- Office manager
- Surgeries
- Events
- Cases
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Create the surgery
Open Events and choose Create event. Set Type to Surgery and Booking to Time slots. Add a title, the date, a start time, how many slots, and how long each one is: 10, 15, 20, 30 or 45 minutes. Add the location.
Publish it if constituents should book themselves
Tick Allow booking on MP website if the surgery should appear at /events on the public site. Then choose Create event.
Book someone in
Open the event and choose Manage. Pick a free slot and Book slot, or open the constituent's case and choose Book MP appointment. The appointment stays on the case.
Print the sheet
On the event, choose Print attendees. That is the list to brief the MP. The next week's surgery is a new event with the next date.