CRM
Advise Training Guide
Adding a Coaching
Appointment to the Student Record
Once on the student
record, scroll down halfway down the page and you’ll see the activities box.
To add a Coaching
Appointment, click the three ellipses in the Activities box, and then select
‘ESC Coaching Appointment.’
After selecting the ‘ESC Coaching Appointment’ option, you’ll be brought to the
following screen. Complete the circled fields in the form below:
Once you have filled out all appropriate fields and any necessary information,
click ‘Save’ at the top and then click ‘Mark Complete.’ If you would like to
come back to this appointment later, if you need to add more notes or are not
ready to complete the appointment, click ‘Save & Close.’
*Note: Saving
and closing the appointment DOES NOT complete it.
After you click ‘Mark Complete,’ the coaching appointment will appear on the
student’s record in the Activities section as such:
If you need any
assistance, please contact Van White via Teams or at email at van.white@esc.edu.
(adding a Coaching
Appointment to a student record | Version 1.0 | 09/14/2022)