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)

• 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