Self-Help Guides for Staff

General Guides

• How to Use the Left Navigation Bar
• How to Sync with Google Calendar
• PDF of Electronic Notes Sign for Advising Offices
• How to Create and Use Student Lists
• General Zoom Tips and Tricks from UCSC Online Education

Adviser & Counselor Guides

• How to Set Up Appointment Availability
• How to Navigate the Staff Home Page
• How to Navigate the Student Profile Page
• How to Create a New Appointment Summary Report
• How to Complete an Appointment Summary Report
• How to use Advanced Search
• How to use Personal Availability Links (PALs)
• Setting up Zoom for Advising Appointments (thanks to Holly Williams)
• Setting Up and Using Queue for Virtual Drop-In Advising: For College Advisors and PAs (thanks to Danny Rodriguez)
• How to Issue an Alert/Referral
• Getting Started with Slug Success Reporting (additional resources on last slide)

Front Desk Staff Guides

• How to Use the Left Navigation Bar
• How to Use the Appointment Center
• How to Use Kiosk Mode
• How to Request & Login to a Functional Account

Peer Adviser & Mentor Guides

• How to Use the Appointment Center
• How to Set Up Appointment Availability
• How to Complete an Advising Report

Student Admin & Front Desk Assistant Guides

• How to Use Kiosk Mode
• How to Use the Appointment Center