Events

I want to start with

Starting a new event for the Fall. I'd likewith all the old data to be removed.

removed

1. Make sure you start with an empty event. On the Events page, click on the " Add " button to add a new empty event.

Remove the stored contacts. Go to the Events page and click Add to create a new, empty event. Go to Global Setup /  Contacts page,, click onShow Advanced Options, then click Remove All Customers. Select the Show advanced options... at the top, and you can see the Remove all customers button. Then select theaccess level to deletedelete, forstarting with Event Administrators.Administrators.

Parents /and Teachersteachers will then need to log in as a new contactcontacts and create anew passwords.

⚠️ Important: Only remove contacts before importing your new password. data —

IMPORTANTnot NOTE:after. ThisDoing step should NOT be donethis after importing can delete data you havestill imported your data, only before. need.

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I have two events,events andsharing some of the same teachers are— how does blocking/booking work across them?

If a teacher is shared across two events, the samesystem inprevents bothdouble-booking events. automatically:

Booking

When you have teachers who are on multiple events, if a parent books an appointmentslot on one event,event blocks the corresponding slot on the other eventevent.

willBlocking bea blocked out. This is to prevent the teacher from being double-booked. If you block out slotsslot on one event,event also blocks the corresponding slots for the same teacherslot on the other eventevent. will also

be blocked out. 

If you wouldneed liketo to 

block out a time for onea of these teachersteacher on one event,event butonly (not on the other event, then you should delete the time slot rather thanother), use Delete Time Slots instead of the block feature.feature

How— coulddeleting I create the conference event with counselors if I have their names and IDs, and their students' rosters?

You would create your conference event with the type of PTA as your template. You would then prepare your data files and import them.

Students - take the students' rosters you have and prepare the students' file. Teachers - take counselors' details (First, Last, Email, TeacherID) and prepare a teacher's file. Classes - you need TeacherID, ClassID and ClassName. ClassID could be a combination of the counselor's Last Name + class, e.g., 'Smithclass'. Class Name e.g., 'Counselor Smith'. Enrollment - for enrollment, you would need the student's ID value and ClassID value.

If you only have up to 5 counselors can easily add them manually in the pickAtime, and you can skip the data import of the teacher and class files (steps 2-3 above). 

In the Contacts section, search first for the teacher by name. If you dodoes not locatecarry theacross teacher,events, clickwhile onblocking the Add New button and fill in the middle section (where you see <not entered>). Then, in the Class Editor, select the Add Teacher/Team -> Add Teacher option and locate your teacher and press select. Then select the Add Class option and add a class. ClassID could be a combination of the counselor's Last Name + class, e.g., 'Smithclass'. Class Name e.g., 'Counselor Smith'.does.

You can either manually add in students in the Class Editor or import a new enrollment file.

To add students in the Class Editor, click on the counselor's name and then the class. To add the student to a class, click on the class, and simply type in the student's name in the entry box on the right-hand side. Be sure to use the format that is selected for your account (either last name, first name or first name last). When the system finds a match, press Enter. The student will then show up in the roster of students for the class. Alternatively, you can import an enrollment file for the class you just added. For the Enrollment file, you would need the student's ID value and ClassID values.

You will also need to create slots for this teacher by selecting the Create Slots option from the Slots drop-down on the Appointments page

Is there a way to allow my parents to see a certain event on our account?

Yes, you can use the Category Sort option to control what is seen and how it is seen on your account.