Scheduler

Slate's Scheduler functionality may be used to manage interviews, donor meetings, and other important one-on-one events.

Similar to events, Scheduler allows templates to be created to manage the registration, communication, and details of individual meetings. The key difference between an event and Scheduler slot is the registration limit - scheduler has a registration limit of 1.

Scheduler slots can be included as part of a larger cultivation trip. After completing a donor meeting, gift officers can submit a report form from directly within Scheduler. This contact report is then directly linked to the donor's record and appears on the timeline.

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