Advisors: How to Add an Availability Exception

In the event that a you'll be unavailable for appointments on a day you normally would, you can set an 'Availability Exception' in your schedule. Availability exceptions are useful for advisors who need to be unavailable for appointments they have pre-programmed to be available with their recurring availability. This article provides step-by-step instructions for how to add an availability exception, and some things to note about availability exceptions.

What are Availability Exceptions?

An availability exception is a specific day and time that an advisor is not available during their typical recurring availability. Availability exceptions can be used to indicate days or periods of time when you are unavailable due to personal commitments, holidays, or other temporary circumstances. 

Availability exceptions essentially 'cancel out' the recurring availability you have set on a specific day. For example, if your recurring availability shows you're available on Mondays from 9:00 AM to 12:00 PM, you would be able to add an availability exception on Monday from 9:00 AM to 12:00 PM, thus 'canceling out' the recurring availability for that day.

Instructions: How to Add an Availability Exception

1. Log Into Your Upswing Advisor Account.
   
   

2. Access the Advising Module.

   From the home page, either click on 'Meet with your students', or click on 'Advising' in left-side menu.
   
   
   

3. Edit Your Availability.

   Within the Advising module, scroll down to find the 'Availability' section. To edit your availability, click on 'Edit'. You should now have the ability to make changes to your availability.
   
   
   

4. Add Availability Exception.

   Within the Availability section, scroll down to see the subsection titled 'Availability Exceptions', just below the 'One-Time Availability' subsection. Click on the 'Add' button to the right of 'Availability Exceptions'.
   

   You'll need to scroll down within the 'Availability' section. Scrolling down on the entire page will not let you see the additional availability options.
   
   
   

5. Provide Availability Exception Details.

   After clicking 'Add', a pop-up window will appear, prompting you to provide the details about the availability exception you'd like to add.
   
   

   • Select the Day.

     Select the date you'll be unavailable by clicking on the date to open the calendar.
     
     
     

   • Select the Time Frame.
     Check the box next to the time frame you'll be unavailable.
     
     
     Checking this box means that you will be unavailable for that entire time frame. If you will only be unavailable for a portion of this time frame, you'll need to break your recurring availability up into smaller time frames.
     
     

6. Add the Availability Exception!
   Once you've entered all of the details, click on the 'Add' button to add this availability exception to your schedule!
   
   
   

7. Success!
   Within the Availability Editor, you should now see this availability exception listed:
   
   
   Within the Week View of the Availability box, you should see that you're unavailable on the date of the exception.
   
   

If you have any questions, please feel free to reach out to Support using this form -- we're happy to help!

Related to

• Information for Campus Advisors