A unique type of learning program offered in the Everwise platform is a drop-in program. This is a (beta) program type that allows users to book single sessions on-demand with an available expert, such as a Torch coach, customer consultant, etc.

Creating & managing drop-in sessions (booked by a participant)

Participants can book sessions directly with any available expert.

Schedule a new meeting as a participant

  1. From the path, click the schedule meeting button.

2. Choose the pre-set theme you would like to discuss with an expert.

3. Choose an available time that works for you and confirm.

Edit/reschedule a meeting originally scheduled by the participant

  1. To change a meeting originally booked by a participant, open the meeting.

  2. Click "Reschedule."

  3. Choose the new date and time and save.

Cancel/delete a meeting originally scheduled by the participant

  1. To cancel a meeting originally booked by a participant, open the meeting

  2. Click "Cancel meeting" and confirm

Creating & managing ad-hoc sessions (booked by an admin or expert)

Schedule a new meeting as an admin or expert

  1. From the path, click the schedule meeting button.

2. Choose the "Add meeting manually" option

3. Set the meeting parameters. Note: Admins will need to ensure the relevant expert has been added to the path before scheduling. We also recommend setting one of the expert or participant as the organizer so that user will be able to edit and/or cancel the meeting without your intervention. Only admins and organizers can edit or cancel these meetings.

4. Click schedule meeting

Edit/reschedule a meeting originally scheduled by an admin/expert

  1. To change a meeting originally booked by an admin or expert, open the meeting.

  2. Click "Edit."

  3. Choose the new date and time and click "Update meeting."

Cancel/delete a meeting originally scheduled by an admin/expert

  1. To cancel a meeting originally booked by a participant, open the meeting.

  2. Click "Edit."

  3. Click "Delete" and confirm

Meetings permissions summary

Action/Role

Admin

Expert

Participant

Organizer

Schedule

Drop-in & Ad-hoc

Drop-in & Ad-hoc

Drop-in

Reschedule

Drop-in

Drop-in

Drop-in

Drop-in

Cancel

Drop-in

Drop-in

Drop-in

Drop-in

Edit

Ad-hoc

Ad-hoc

Delete

Ad-hoc

Ad-hoc

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