# Parents

#### {{@371}}

#### A parent entered her student's name instead of her own when creating an account

**Option 1: Have the parent correct it herself**

1. Have the parent log back in.
2. Select **Edit Profile**.
3. Update the name field to reflect her own name.

**Option 2: Correct it from the Admin UI**

1. Go to the **Contacts** page.
2. Locate the parent's record.
3. Edit the name directly.

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#### How do parents identify their student?

Parents identify their student using two pieces of information:

1. A **Student ID**
2. A **Security Value** (typically the student's birthdate)

By default, the Student ID is numeric. However, if parents aren't likely to know a numeric ID, you can instead set the Student ID to a concatenation of first and last name (e.g., `BenjaminFranklin`) to make it easier for them to identify their student.

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#### My parents don't know their child's Student ID

You can change what parents are prompted to enter.

**Step 1: Switch the Student ID format**

1. Go to **Global Setup / Business**.
2. Under **Account Level Settings / Miscellaneous**, check **"Use First + Last Name as Student ID."**

Parents will now enter the student's first and last name instead of a numeric ID. They'll still need to enter the **Security Value** (typically the student's birthdate, if that's what you imported).

**Step 2: Update the prompt labels (recommended)**

1. Go to **Settings / CUI Messages**.
2. Under **Student**, locate the **StudentID** and **SecurityValue** prompts.
3. Update the labels with formatting examples, such as: 
    - **StudentID prompt:** "Student First Name + Last Name (e.g., BenjaminFranklin)"
    - **SecurityValue prompt:** "Student Birth Date (e.g., 04/12/99)"

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#### A parent gets "failed to find student with the values supplied"

This means the values the parent entered don't match what's on file for the student.

**Option 1: Verify the values match**

1. Go to **Contacts** and search for the student by name.
2. On the right-hand side, check the **Student ID** and **Security Value** on file.
3. Confirm the parent is entering these exactly as imported.

> If you've checked **"Use First + Last Name as Student ID"** (under **Global Setup / Business / Miscellaneous**), make sure the parent is entering the student's first and last name concatenated together (e.g., `BenjaminFranklin`) — not a numeric ID.

**Option 2: Add the student to the parent's account directly**

1. On the **Contacts** page, search for the parent by name.
2. Select the parent, then select the small **Parents-Students Map** tab.
3. Under **Student List**, click the green **Add** button.
4. In the **Select Person** dialog, locate and select the correct student, then click **Add**.

The student will now appear in the parent's Student List, and they'll be able to log in and view their student's teachers.

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#### How do I make an appointment for a parent in the Admin UI?

1. Select the **Appointments** tab.
2. Select the correct date on the calendar (left-hand side).
3. Select the correct teacher, then click the time slot where you'd like to schedule the appointment.
4. Click the green plus sign. This opens the **Select Person** dialog.
5. 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 not, uncheck **"Students of \[Teacher Name\],"** search for the student by name, select them, and click **OK**.
6. This opens the **Create Appointment** dialog.

**Now, link the parent:**

- **If the parent is already associated with the student:** Their name will display automatically. Select the correct class (if more than one), then click **OK**.
- **If the parent is not yet associated with the student:** Click the green **+** button. Search for the parent by name in the upper-left search boxes. If found, select their name and click **OK**, then select the correct class and click **OK**.
- **If the parent is not found at all:** Enter the parent's **First Name**, **Last Name**, and **Email** (if available), then click **Add Contact → OK**. Select the correct class and click **OK**.

Once complete, the appointment box will display both the parent's and student's names.

#### How do I handle divorced parents who need separate appointments?

By default, the system allows only one appointment per parent per teacher. For divorced parents, use the **Clone Student** feature to create a second student record, allowing the second parent to book their own appointments with the same teachers.

1. Go to **Contacts** and locate and select the student.
2. Click **Clone Student**. This creates a duplicate record for the student.

**If the second parent is already attached to the student:** You'll be prompted to **"clone and separate."** Selecting this lets you assign the cloned record to the second parent.

**If the second parent is not yet attached to the student:** Have the second parent log in and locate the student by entering:

- The **Student ID followed by an asterisk** (e.g., `1234*`)
- The student's **birthdate**

They'll then be able to schedule their own set of appointments.

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#### How do I search for a parent or student?

1. Select the **Contacts** tab.
2. In the **Search** box, enter the parent's or student's first or last name.
3. Click **Search**.

**Tips:**

- To list all contacts, leave the search box empty and click **Search**.
- Not sure how a name is spelled? Try a partial search (e.g., just the first few letters) to widen your results.

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