# Online Scheduler Settings (PTA Product)
### **Booking Settings**
##### **Booking Window**
**Booking Opens** Select the date and time you would like the scheduler to open for participants.
**Booking Closes** Select the date and time the scheduler should close and no longer accept bookings.
**Admins can access the scheduler at any time** Check this to ensure Administrators can access the scheduler even when it is closed to the public.
##### **For schedulers with multiple booking dates, close booking:**
Close booking at **a specific time of day, XX days** before the appointment.
Close booking **XX hours/days/weeks/months** before the appointment
Close booking **XX hours** before the first appointment of the day.
##### **Booking Limits:**
**Maximum per Event** Sets a total limit on the number of appointments allowed for the entire event. Set to 0 for no limits.
**Maximum Per Child** Sets a cap on the number of appointments allowed for each individual student. Set to 0 for no limits.
**One appointment per teacher per student** Restricts parents to one booking per teacher, regardless of the number of classes or students involved.
**One appointment per class** Restricts bookings to one per class, even if multiple students from the same family are enrolled in it.
**Allow back-to-back** When disabled, the system prevents consecutive bookings with different teachers to allow for travel time.
### **Cancellation Policy**
**Customer may cancel their appointment up to XX hours/days/weeks.** Use this setting to prevent participants from cancelling their appointments within a specific timeframe (hours, days, or weeks) before the scheduled start time. Set this value to 0 if you wish to allow cancellations up until the last minute. Conversely, a very high value effectively disables the cancellation option for participants. Note: Closing the scheduler only prevents new bookings; it does not stop participants from cancelling existing appointments unless this lock-out period is active.
### **Share Your Scheduler**
#### **Scheduling Link**
**Account Scheduling Link** Displays all available events on the scheduler. If you have only one open event on the vendor account, we recommend that you use the Scheduling link for the account.
**Event Scheduling Link** Displays the scheduler of the selected event with the ability to select other available events on this account.
**Customize the event link** Allows you to customise the scheduling link for the selected event parameter.
**Scheduling link for the category** Displays the scheduler with the list of event(s) of the selected category.
### **Display Settings**
#### **Scheduler Display**
##### **Initial Table Layout:**
**Condensed** Compact layout with variable time steps — good for smaller screens or quickly browsing availability
**Expanded** Fixed time intervals in a traditional layout — easier for comparing exact appointment lengths/gaps
##### **Navigation Style:**
**Display calendar to navigate over dates** Displays a calendar interface to help users browse different dates easily.
**Display paginator to navigate over dates** Allows the display of multiple dates with slots on one page.
##### **Scheduler Display Limits**
**Display X weeks/days of slots** Determines the volume of days or weeks visible to the customer at one time.
##### **Teacher Display**
**Display description** Add Teacher Description to the teacher’s legend on the CUI.
**Separate legend for each child** *(Regular PTA only)* Generates an individual schedule legend for each student for better clarity.
**Display class names** Enable this to show specific class names alongside teacher names on the scheduler. Note, if a student is enrolled in multiple classes with the same instructor, the teacher will be listed individually for each class. This allows parents to book a separate appointment for each specific teacher/class combination.
**Sort by Group Name** Group teachers by categories (e.g., Lower School vs. Upper School) to simplify the selection process.
### **ADVANCED SETTINGS**
**Online Meeting Provider** Select the integrated video conferencing tool (Zoom, Google, MS Teams) to be used for virtual appointments.
**Allow a parent to make conflicting appointments for themselves** Enables parents to book multiple appointments that occur at the same time.
**Allow customers to see and cancel past appointments** Lets parents view/cancel appointments that have already passed
**Don't allow customers to change appointment time** Prevents parents from rescheduling once booked