Linking Learners
You will follow the same process as linking staff.
Click on the "Clients" tab in Aloha
Follow the process for linking automatically (see Step 2 article for reference)
Check the learner list in Motivity to determine which learners did not link automatically
Remember, automatic linking works when there are three pieces of matching identifying information across both systems (ex: first name, last name, date of birth)
Manually link learners as needed
Now let's link appointments!
Linking Appointments
Click on the "Appointments" tab at the top of the page
Click on the date range search bar
Use the calendar to mark a start and end date
Use a date range that encompasses all existing appointments in Aloha
ex: You have appointments scheduled until the end of the current auth period. Be sure to encompass that auth period in the date range
Click Search
This will bring up a list of appointments that fall within the date range
Click the "Status" button to select all
Click "Sync"
You will not need to sync new appointments moving forward, this will happen automatically
