PTA FAQs
Account
How do I change the name of my account? Go to Global Setup / Business. At the top, select Busine...
Administrators
Can I have multiple administrators on my account? You can set up any number of users with Admini...
Admin UI
Why is the Appointments List red? This means you have appointments with some sort of problem that...
Appointments
I'd like to offer Virtual appointments part of the day (e.g., morning/early afternoon) and In-Per...
Appointment Limits
How can I limit parents to one appointment per teacher? With the PTA (Parent Teacher Appointments...
Appointments List
Why is the Appointments List red? This means you have appointments with some sort ...
Canceled Appointments
Can I see a list of cancelled appointments for a specific teacher? Go to Reports / Account Repor...
Classes
Classes How do I hide a class so parents can't book it? You have two options: Option 1: Set the c...
Contacts
Why are contacts shown in different colors? Color Meaning Blue Contact has never logged i...
Data Edits
I edited the Room Number in Contacts, but it doesn't show up on Reports. When a class file is imp...
Data Files
How do I create a tab-delimited text file? Using Microsoft Excel: Open the File menu and select ...
Data Imports
Help! I imported last year's data / the wrong class file. The easiest fix is to delete all classe...
Date
I need to change my event date, but keep the existing appointments. How do I do th...
Duplicate PTA
I'd like to use the Duplicate PTA option, but it's not enabled. What Duplicate PTA does: Creates ...
Emails
How do I display the Class name in the Confirmation email to my parents? The Macro Field for Cla...
Events
Starting a new event with all old data removed Go to the Events page and click Add to create a n...
Links
Which link should I give parents — the account-level scheduling link, or the event-specific link?...
Invoices
How do I view my invoices? Log in and select Reports / Account Reports. Choose Account / Invoice...
Parents
A parent entered her student's name instead of her own when creating an account Option 1: Have t...
Passwords
A parent is having trouble with her password. Parents have three options: Self-service reset: Cl...
Reports
Our conferences were last month — how do I view past Reports? Log in to your account and select ...
Rooms
Scheduler
How do I add the class name to the scheduler and parent emails? On the scheduler: Go to Setting...
Students
How do I see the classes my students are enrolled in? In the Admin UI, go to the Contacts page a...
Snow Day
Our conferences got snowed out — how do we move all slots and appointments to a new date? Go to ...
Teachers
A teacher is being replaced by a long-term substitute — how do I update this for parents? If all...
Teams
How do teams work? A team can be either: A simple label for one teacher (e.g., "Team Blackhawks"...
Time Slots
I created slots on the wrong date — how do I fix this? Go to the Appointments page. Open the Slo...
Working in the Admin UI
Help! The time slot boxes in the Admin UI are too small. How do I adjust this? You have two optio...