Directing Parents to a Predetermined Event

You can directroute parents directly to a specific event based— on their student's grade. Forfor example, ashowing parent of a student in gradeGrade 9 wouldparents only see the gradeGrade 9 event, a parent of a student in grade 10 would only see the grade 10Counseling event, and soGrade on.10 parents only the Grade 10 Counseling event.

Each parent contact will be associated with a unique EventID. This connection is madeworks by importing a parent file with a column labeled EventID. Each row should be filled with the unique event identifier for the event that thelinks each parent shouldto haveone access(or to.more) EventID(s). When that parent logs in, theythey'll would ONLYonly see the eventevent(s) theythey've hadbeen access to.assigned.

First, create

Step 1: Create the parentParent file.

This file lists all the parents. TheYour parent file must containinclude the following fields:columns:

Finding beyour locatedEventID(s): onGo theto Reports page./ Select the Account Reports option/ andSettings. then select theThis report labeled Settings. 

In your parent file, fill the EventID column with the EventID # corresponding to the event the parent should have access to. For example, if you have the following events: Grade 9 Counseling Appointments and Grade 10 Counseling Appointments, you would uselists the unique EventID for each event andon associateyour thisaccount.

For multiple events per parent: Separate EventIDs with the parent.

To include multiple EventIDs, simply separate the IDs by a semi-colonsemicolon, and include no spaces (— e.g., 28972x;28973x)28973x. IfParents you includewith multiple EventIDs, parentsEventIDs will then see a drop-down andletting canthem toggle between anytheir ofassigned theevents.

Example they have access to. file:

Step 2: Import this file using the pickAtimeFile

OnGo to the Importer option in the left-hand sidedashboard. dashboard,Set selectData Type to "School." Select your event from the Importer option. Here, you would be able to see pickAtime Importer (Data Importer):

Result

WhenOnce aimported, parent logs in, theyparents will be automatically directed to the correct event.event(s) when they log in.

IfNeed you need any assistancehelp with this option,setup? pleaseEmail email support@pickatime.com.