Advisor Assignment

There are two options in the option drop down:

  • Add Advisor

  • Unsassign

The tab gives the option of assigning any active Advisor to a team:

  • Choose a team

  • Click Add Advisor

  • To create a Default Advisor, click the star next to the Advisor's name.

    • Note: Selecting a Default Advisor from this tab also creates a Default Advisor on the Specifications tab. If a default advisor is selected, the default advisor populates the Book for Advisor drop down on the Book Appointment form.