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.