# UI Setup page (PTA Product)
#### **EVENT SETTINGS**
##### **Scheduler Availability**
**Open Scheduler to customers on** Select the date and time you would like the scheduler to open for participants.
**Close Scheduler to customers on** Select the date and time the scheduler should close and no longer accept bookings.
**Allow Admins access to the CUI at all times** Check this to ensure Administrators can access the scheduler even when it is closed to the public.
##### **Appointment Number 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 Per Resource per Day** Limits how many appointments a single resource (e.g., a teacher) can accept daily, regardless of total available slots. Set to 0 for no limits.
**If customer reaches maximum appts per resource per day display** Optionally, you can adjust the default message.
**Maximum Appointments per 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.
##### **Appointment Cancellation**
**Customers cannot cancel their appointment closer than x 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.
**Display "Call to Cancel" message** Shows a specific instruction for participants to call the office if they try to cancel during the lock-out period.
##### **Close Appointment Booking**
**Close 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.
**Scheduling link for the selected event** 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.
**Scheduler Display**
**Display calendar to navigate over dates** Displays a calendar interface to help users browse different dates easily.
**Display paginator to navigate over dates** Allows to 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 resource description** Add Teacher Description to the teacher’s legend on the CUI.
**Separate legend for each child** 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, 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 conflicting appointments** Enables parents to book multiple appointments that occur at the same time.
**Allow customers to see and cancel past appointments** Permits users to view their history and manage appointments that have already passed.
**Don't allow customers to change appointment time** Removes the ability for participants to reschedule their existing appointment times.