Set-up · Caseworker, Constituency support, Office manager

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.

1. Step 1

   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.

2. Step 2

   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.

3. Step 3

   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.

4. Step 4

   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.