Credit Union Employee Appointment Scheduling

Estimated reading: 1 minute

Scheduling an appointment for a member as a credit union employee.

This step needs to be done after creating user profiles, categories, and locations. There are no limits on the number of appointments a credit union can schedule.

  1. Go to and log in to your user account.*
  1. Once you are logged in, you can access Appointments from the main dashboard screen by clicking on Appointments from the left-hand menu, or by going to Appointments.  
  1. Click the “Schedule Appointment” in the upper righthand corner. Complete the Appointment Details, Date & Time, Advisor, Additional Details and Contact Information. When finished entering the information listed above, click the “Schedule Appointment” button.

*User Profile must be set up to add or edit appointments.