Leveling Up in Higher Ed: How FormAssembly Helps UC Merced Facilitate Dynamic Check-In Processes
– first implemented Salesforce
– began development for the queuing system
departments with active FormAssembly developments
Advanced Student Services Sign-In Process
An engaging, visual booking system is supported on the backend by FormAssembly and Salesforce.
UC Merced’s primary FormAssembly use case began with the development of an advanced sign-in process for making appointments with members of the student services team. The new, modern, and clean approach allows students to:
- Request new appointments with advisors and staff members
- Check in for existing appointments at a predetermined time
- Register as a walk-in at various offices locations
Not only does this reduce stress for staff members who manage visits and caseloads, but it saves time for students who either walk to different offices or drive from off campus. Using the pre-booking feature allows staff to improve communication and log visits as well.
An integrated texting feature is also triggered after a student submits the form, and their appointment time becomes available. This eliminates the need to wait around for an existing appointment and helps commuting students make better travel arrangements when coming to campus.
“We’re using FormAssembly forms to get students into these appointments. Now, these appointments can be scheduled a month out at a time. Students are picking and choosing when they want, and staff know that they can increase the amount of appointments that they offer during high-traffic times,” Carlton shared.
Want to learn more about UC Merced’s advanced FormAssembly use case and implementation?
Check out the replay from a recent webinar, Leveling Up in Higher Ed, that we co-hosted with the team at UC Merced!