Connection Programs enable users to search for, and connect with, an appropriate person or resource for guidance. This feature can be used for mentoring programs, advising meetings, leadership programs, and more.
To get started, manage your group Managing Your Group, Group Dashboard. Open Member Success on the left and choose Connection Programs.
Create the Connection Program
Click Create Program.
Assign a program owner and name, with optional description. You can also keep or change the default terms for host, participant, and meeting.
In the Meeting Information section, required fields include meeting duration, time zone, buffer, and minimum notice. You can also set location, start and end dates, and minimum / maximum sessions.
Note that these default settings will apply to each host, but settings can be edited for individual hosts.
Additional sections include:
- Become a Host / Participant: Options to enable people to apply to be a host, auto-approve hosts, set visibility to participants, etc.
- Feedback options: Request star ratings from hosts and / or participants.
- Terms of Service: Whether to require participants to accept terms before a meeting. If enabled, enter frequency and text.
- More Options: Enable drop-in meetings
- Apply to Existing Hosts: If changes are made to options above, choose whether to apply new settings to existing hosts.
Note: If drop-in meetings are enabled, participants without a scheduled meeting can request one at the door. At that time, the host can book the meeting.
After creating the program, it appears in the Connection Programs list. Each program can be previewed or edited, and clicking a program’s More icon opens a menu to set Access Rights for participants and hosts, view hosts and participants, copy program link, etc.
Add Hosts
To add one or more hosts, click the program name. Then click Add Host.
Search for the user, add a description, and you can assign Connection Program Tags. Once added, the host’s default hours appear, which you can edit, or click Invite the Host to fill their availability.
For each host, you can view their meetings or edit details. Clicking the More icon opens a menu with options including creating a meeting manually, adding custom questions or custom meeting fields for participants, entering feedback, viewing or assigning students, contact, etc.
Note: Custom questions are created to request that participants answer questions before the meeting takes place. Answers can be in text format, checkboxes, dropdown choices, or date.
Publish and Check-In
When the program is ready for participants, turn on Publish.
For participant check-in, click Kiosk Settings to determine whether meeting check-in will use IDs or student emails or both. Switch to Check-in Kiosk when ready to check in a participant.
On the user side, participants can find the connection program listed by opening Connection Programs (this hub menu item may be renamed by an admin). To book a meeting, they click View Hosts.
They can then click Book at the top to choose a time with one of the hosts, or click Book for a specific host.
