Booking Appointments in the Admin UI

Booking an appointment through the CUI will not allow you to override any restrictions you may have established. For example, if the parent requires extra time with a teacher, you will need to use the Admin UI to book the appointment.  When making an appointment from the Admin UI, you must select both the parent and the student.

• Select the Appointments tab and use the calendar on the left to select the correct day. Click on the teacher name on the right-hand side, and then locate the slot you want to fill. Click on the green plus sign.  

• For the PTA product, you will want to have both the student name and the parent name associated with an appointment.

• The students of the teacher you have selected will be displayed for you. If you do not see the student in the list, uncheck the box "students of Teacher Name" and search for the student by name. Select the student from the list on the right, and click on the Ok button.  

• If a parent is found for the student, you will see the parent's name listed. If multiple parents are found, you can select the correct one from the parent pull-down. 

• The appointments box should now list the student's name and the parent's name. 

Select the class if there is more than one class option and then press the Ok button. 

If the appointment has a red border around it, click on the appointment to check the error message that is to the left below the calendar. Cancel the appointment with the Cancel Appointment button if you made a mistake, or select the Confirm Appointment button to force the appointment and remove the red highlighting.

Other Appointment Options

On the Appointments page, you can click on an existing appointment. Then click on the Appointments button at the top - you will see a drop-down menu.

Select this, and you will have the following options:

• Confirm Appointment  - this will be enabled if you have clicked on a red problem appointment and will allow you to confirm the problem appointment. 
• Cancel Appointment - will allow you to cancel the appointment and optionally send a cancellation email.
• Edit Appointment - will allow you to edit the appointment details for an appointment. For example, if you were prompting your parent for additional appointment-specific information, you would be able to edit it here. 
• Change Time - will allow you to move the appointment to a new time. 
• Send Reminder - will send a reminder email to the parent.
• Customer Info - will bring up the Contact Information dialogue box for the parent.