Making Parent Appointments

Booking through the  CUI  (parent-facing scheduler) respects all standard restrictions and limits. To  override  those restrictions — for example, giving a parent extra time with a teacher — you'll need to book the appointment manually through the  Admin UI . 
 
 For the PTA product, every appointment must have  both  a student and a parent associated with it. 
 
 
 Making Parent Appointments 
 
 Select the  Appointments  tab. 
 Select the correct date on the calendar (left-hand side). 
 Select the correct teacher, then click the time slot where you'd like to schedule the appointment. 
 Click the  green plus sign . This opens the  Select Person  dialog. 
 Select the student:
 
 If the student is on the teacher's roster, select their name from the list on the right and click  OK . 
 If the student is  not  on the teacher's roster, uncheck  "Students of [Teacher Name]" , search for the student by name, select them, and click  OK . 
 
 
 This opens the  Create Appointment  dialog. 
 The parent name will display automatically. Select the correct class (if more than one), then click  OK .
 Once complete, the appointment box will display both the parent's and student's names. 
 
 If the appointment has a red border:  Click on it to view the error message shown below the calendar. From here, either click  Cancel Appointment  to remove it, or click  Confirm Appointment  to force the booking and clear the red highlighting. 
 
 
 Other Appointment Options 
 Click on any existing appointment on the  Appointments  page, then open the  Appointments  drop-down to access: 
 
 
 
 
 Option 
 What it does 
 
 
 
 
 Confirm Appointment 
 Confirms a flagged (red) problem appointment 
 
 
 Cancel Appointment 
 Cancels the appointment, with the option to send a cancellation email 
 
 
 Edit Appointment 
 Edits appointment-specific details (e.g., custom fields collected from parents) 
 
 
 Change Time 
 Moves the appointment to a new time 
 
 
 Send Reminder 
 Sends a reminder email to the parent 
 
 
 Customer Info 
 Opens the Contact Information dialog for the parent