Directing Parents to a Predetermined Event
You can route parents directly to a specific event — for example, showing Grade 9 parents only the Grade 9 Counseling event, and Grade 10 parents only the Grade 10 Counseling event.
This works by importing a parent file that links each parent to one (or more) EventID(s). When that parent logs in, they'll only see the event(s) they've been assigned.
Step 1: Create the Parent File
Your parent file must include the following columns:
| Field | Description |
|---|---|
| ParentID | Unique identifier for the parent |
| First | Parent's first name |
| Last | Parent's last name |
| Parent's email address (one only) | |
| EventID | The event(s) this parent should have access to |
Finding your EventID(s): Go to Reports / Account Reports / Settings. This report lists the unique EventID for each event on your account.
For multiple events per parent: Separate EventIDs with a semicolon, no spaces — e.g., 28972x;28973x. Parents with multiple EventIDs will see a drop-down letting them toggle between their assigned events.
Example file:
| ParentID | First | Last | EventID | |
|---|---|---|---|---|
| 29786 | Sally | Jones | sj@school.com | 28972x |
| 27856 | Bob | Williamson | bw@school.com | 28973x |
Step 2: Import the File
- Go to the Importer option in the left-hand dashboard.
- Set Data Type to "School."
- Select your event from the Event drop-down.
- Set File Type to "Parents (optional)."
- Click Select File, choose your parent file, and click Open.
- Click Import.
Result
Once imported, parents will be automatically directed to the correct event(s) when they log in.
Need help with this setup? Email support@pickatime.com.