Online Scheduler Settings (PTA Product)
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Select the date and time you would like the scheduler to open for participants. |
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Select the date and time the scheduler should close and no longer accept bookings. |
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Check this to ensure Administrators can access the scheduler even when it is closed to the public. |
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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 Appointments per Event
Sets a total limit on the number of appointments allowed for the entire event. Set to 0 for no limits.
If customer reaches maximum appts per event display
Display "Maximum Appointments Reached" message. Optionally, you can adjust the default message.
Maximum Appointments perPer Child
Sets a cap on the number of appointments allowed for each individual student. Set to 0 for no limits.
If customer reaches maximum appts per child display
Display "Maximum Appointments per Child" message.
Optionally, you can adjust the default message.
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.
AppointmentCancellation CancellationPolicy
CustomersCustomer cannotmay cancel their appointment closerup thanto xXX hours/days/weeksweeks.
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.
DisplayShare "CallYour toScheduler
Shows a specific instruction for participants to call the office if they try to cancel during the lock-out period.
CloseScheduling Appointment BookingLink
CloseAccount Appointment Booking
Automates when slots become unavailable (e.g., X hours before the appointment or X days before the event).
If customer cannot book the appointment display
Shows a ‘Close appointment booking’ message. You can adjust it.
SCHEDULER SETTINGS
Scheduling Link
Scheduling link for the account
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 for the selected eventLink
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 tothe 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 resourcedescription 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 room
Shows the Room value on the scheduler in the list of teachers, next to the teacher’s name.
Display class names
Enable this to show specific class names alongside teacher names on the scheduler. Note,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
PermitsLets usersparents to view their history and manageview/cancel appointments that have already passed.passed
Don't allow customers to change appointment time
RemovesPrevents theparents abilityfrom forrescheduling participantsonce tobooked reschedule their existing appointment times.