Creating Parent Appointments
Making Parent Appointments
- Select the Appointments tab and use the calendar on the left to select the correct day. In the far right-hand side, click the Select Student option and locate and select the student. You will then see all the teacher names listed for that selected student.
- Click on the green plus sign in the slot you would like to book.
- You will see the parent name or parent names listed. If multiple parents are found, you can select the correct one from the parent pull-down.
Select the class if there is more than one class option and then press the Ok button.
The appointments box should now list the parent's name and the student's name.
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. Select the Appointments drop-down to see 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 parents 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 dialog box for the parent.