Using Acuity

Completing an appointment

1. Prior to start of your shift, open clients and label confirmed and select your last name

2. Do any research necessary prior to contact the student

a. Note that if the client selects that they are a parent, make sure there is either a FERPA on file or the student has not been admitted

3. Call the student using Skype for Business

a. If the student is international, the person on stand-by should have scheduled an appointment in Zoom for the student and emailed with that information

4. Introduce yourself and the department and confirm that you are calling for their 15-minute virtual advising appointment.

a. If you see an appointment may run over, contact the person on stand-by

5. Once call is complete, enter notes in the appointment notes section & label as complete. If there are notes about the client that would be beneficial for all to know (accommodations, quirks, name dropping, ect.) list in the notes about client section.

Marking as a No Show

1. Review students from previous day or block (morning vs afternoon) that are marked as a no show.

2. Click cancel & check mark as a no show

3. In the text box, paste the following note:

Hello,

We’re sorry you missed your appointment with us! The admissions counselor that contacted you left you a voicemail, email, or both with the information you requested if you were detailed in your appointment request. If you still have questions, you will need to reschedule your appointment for another day. If you have questions about your missed appointment, please respond to this email.

Cancelling an Appointment

1. Open client

2. Label as emailed and select your last name

3. Click cancel

4. Type response in text box

a. Not why their appointment is being cancelled

b. If you are referring them to another office include their contact information

Rescheduling an Appointment

1. Click Client

2. Click reschedule

3. Choose calendar, date, and time & click reschedule

a. If there is a special circumstance that needs to be made click custom

Checking Scheduled Appointments

Ask the following clarifying questions:

1. Are you supposed to be meeting with a specific person or department?*

a. If the answer is yes, ask who

i. If they have a name of an admissions representative, please IM Christina Flake with the student’s name, ID, phone number, and who they’re supposed to be meeting with

2. Did you receive a confirmation email?

a. If asked via email, forward the appointment confirmation

b. If asked via phone, please read off confirmation email they received

i. If it is an admissions appointment, message your direct supervisor for confirmation**

3. What is your name, phone number, and appointment date & time?

*If it is determined at any point in the conversation that the student should be speaking with another department, please direct them to the appropriate person/ department.

** If it is determined based on all confirmation pieces, that the student is supposed to be receiving virtual advising from the office of admissions, place the student on hold and contact your direct supervisor. They will then verify the student’s appointment information and provide further directives.

Canned Responses

Transfer Credit Estimator

Hello,

Thank you for contacting the University of Houston Office of Admissions. Did you know that there’s a way to check what courses are transferable on our website? Visit https://uh.edu/undergraduate-admissions/apply/transferring-credit/ and use our transfer credit estimator. This page also has frequently asked questions about calculating your GPA, credit by exam, and transfer credit petitions.

This is not something that we can assist with via an appointment.

If you have questions respond to this email.

Transfer Credit Cancelation

Hello,

Thank you for contacting the University of Houston Office of Admissions. In looking at your appointment request, we can assist you via email. Did you know that there’s a way to check what courses are transferable on our website? Visit https://uh.edu/undergraduate-admissions/apply/transferring-credit/ and use our transfer credit estimator. This page also has frequently asked questions about calculating your GPA, credit by exam, and transfer credit petitions. Additionally, you can see how your credits apply to specific degrees!

This is not something that we can assist with via an appointment as we cannot accept transcripts via email.

If you have questions respond to this email.

Cancelation with information

Hello,

Thank you for contacting the University of Houston Office of Admissions. In looking at your appointment request we can assist you via email.

If you have additional questions, you can make another appointment or respond to this email.

More information needed

Hello,

Thank you for contacting the University of Houston Office of Admissions. In looking at your appointment request, we need more details to better assist you. Using your confirmation email, please add more detail to your appointment request.

If you have an urgent question you can call (713) 743-1010 option 4.

Referral to another department

Hello,

Thank you for contacting the University of Houston Office of Admissions. In looking at your request, we would not be the best office to assist you with your questions.

If you have any admissions related questions, you can make another appointment or respond to this email.

Financial Aid referral

Hello,

Thank you for contacting the University of Houston Office of Admissions. In looking at your request, we would not be the best office to assist you with your questions. When making your appointment, you acknowledged that we cannot assist with financial aid or scholarship question. For assistance with financial aid questions, please contact our scholarship and financial aid office at (713) 743-1010 option 5 or visit https://uh.edu/undergraduate-admissions/cost/

If you have any admissions related questions, you can make another appointment or respond to this email.

Not Academic Advisors

Hello,

Thank you for contacting the University of Houston Office of Admissions. In looking at your request, we would not be the best office to assist you with your questions. The counselor that you have made an appointment with is not an academic advisor. We are not able to assist with course enrollment, academic advising, course selection, degree plan questions, or issuing a degree plan.

If you have already been admitted to the university, please complete your virtual orientation to be eligible to speak with your academic advisor. For additional questions on how to contact them if you have already completed your orientation, email orientation@uh.edu.

If you have not been admitted or have not applied, but have questions about degree plans, you can view degree plans online at https://uh.edu/academics/majors-minors/. Additionally, you can see what courses are transferable to the university and how they will apply to specific degree plans by using our transfer credit estimator online at Visit https://uh.edu/undergraduate-admissions/apply/transferring-credit/

If you are looking for course availability, you can review that online at https://uh.edu/academics/courses-enrollment/class-schedule/.

If you have any admissions related questions, you can make another appointment or respond to this email.

Next Steps

Hello,

Thank you for contacting the University of Houston Office of Admissions. In looking at your appointment request we can assist you via email. If you have already been admitted to the university, congratulations! You can find a next steps checklist online at https://www.uh.edu/undergraduate-admissions/admitted/index

1. Log in to your myUH account

You received an ID number that serves as your login for your myUH account via accessuh.uh.edu. You can keep track of your progress towards enrollment, check missing items, and keep up with due dates throughout the enrollment process.

2. TSI & Math Placement

The Texas Success Initiative (TSI) requires you to demonstrate that you're ready for college-level coursework by providing exemption documentation or meeting minimum standards on math, reading, and writing assessments.

We're committed to placing students in the proper math course based on their major and academic background. New students who select a major (particularly STEM majors) requiring Pre-calculus or Calculus may need to take the Math Placement Exam. If you are a transfer student, you more than likely will not need to take this.

Check your myUH account to see if you need to complete either of these tests. For more information about test registration or exemption qualifications, click the links below.

TSI | Math Placement Exam

3. Complete your virtual orientation

All new students are required to attend Virtual Orientation to learn about traditions, resources, and steps to success at UH. You'll connect with other new Coogs, be introduced to UH traditions, get acquainted with campus resources, and schedule a time to meet with your academic advisor. Attending orientation in the correct major is vital to your transition to UH. If you're interested in changing you major, please fill out the change of major form at least 2 days before your orientation session. If you were admitted, or applied for the summer term, you must request a term update prior to signing up for orientation.

4. Final Transcripts

Send us your final transcript—as well as any AP, college, or dual credit documentation—after you finish courses at your school. Future class registration may be impacted if your final transcripts are not received prior to the start of your first term at UH.

For faster service, ask your school administrator to send your transcript data electronically through an EDI (Electronic Data Interchange) system. If you can't send it electronically, your school administrator can send a PDF version of your official transcript to us through Parchment or Naviance.

5. Financial Aid

If you've completed the FAFSA or TASFA, be sure to check your myUH account and your email frequently. Additional information or verification may be required to complete or accept your financial aid award.

Apply for FAFSA │ Apply for TASFA

6. Complete Health Requirements

Complete the required health and immunization records to support our commitment to a safe and healthy campus. Steps include providing documentation showing that you have received the bacterial meningitis immunization and deciding whether you need the Student Health Insurance Plan.

Take care of this step any time before you enroll; many students bring health records with them to Orientation.

Bacterial Meningitis Immunization │ Student Health Insurance Plan

If you have any admissions related questions, you can make another appointment, respond to this email.

Transfer General Admissions

Hello,

Thank you for contacting the University of Houston Office of Admissions. In looking at your appointment request we can assist you via email. You can see our transfer brochure at https://issuu.com/uhadmissions/docs/travelpiece-transfer-issuu. If you are interested in applying to the university, please see the steps below or visit www.uh.edu/transfer :

1. If you are interested in seeing what classes are transferable to the university and how they would apply to specific degrees, you can use our transfer credit estimator on our website at https://uh.edu/undergraduate-admissions/apply/transferring-credit/

2. Complete the transfer application online at Apply Texas or Common Application

3. Pay the $75 application fee (for international students $90)

4. Submit official transcripts from all institutions you have attended (sending electronically is best)

5. Check your application status through accessuh.uh.edu. You will receive a student ID once we receive your application and can then reset your password.

Once you are admitted to the university, you will be able to complete a virtual orientation, speak with an academic advisor and register for classes.

If you have additional questions, we have a transfer specific event you can register for on our website at https://uh.edu/undergraduate-admissions/visit/campus-visit/. To register for this event, choose “Register for an info session” and choose our “Virtual Transfer Student Information Session”.

Additionally, you can respond to this email for additional assistance. We look forward to you being a #OfficialCoog!

Recruitment Territories