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  1. motivity.net
  2. Integrations
  3. Aloha Integration

Articles in this section

  • Step 1: Initiate Integration
  • Step 2: Link Staff
  • Step 3: Linking Clients and Appointments
  • Integration FAQs

Step 3: Linking Clients and Appointments Follow

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)

integrationclient1.png

  • 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)

integrationclient2.png

  • Manually link learners as needed

integrationclient3.png

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

integrationappts1.png

  • 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

integrationappts.gif

  • 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

integrationappts2.png

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Related articles

  • Integration FAQs
  • Duration Instrument
  • Step 2: Link Staff

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