Making Parent Appointments
Booking through the CUI (parent-facing scheduler) respects all standard restrictions and limits. To override those restrictions — for example, giving a parent extra time with a teacher — you'll need to book the appointment manually through the Admin UI.
For the PTA product, every appointment must have both a student and a parent associated with it.
Making Parent Appointments
- Select the Appointments tab.
- Select the correct date on the calendar (left-hand side).
- Select the correct teacher, then click the time slot where you'd like to schedule the appointment.
- Click the green plus sign. This opens the Select Person dialog.
- 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 the student is not on the teacher's roster, uncheck "Students of [Teacher Name]", search for the student by name, select them, and click OK.
- 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 to open the Select Person dialog. 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: On the left-hand side, 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.
If the appointment has a red border: Click on it to view the error message shown below the calendar. From here, either click Cancel Appointment to remove it, or click Confirm Appointment to force the booking and clear the red highlighting.
Other Appointment Options
Click on any existing appointment on the Appointments page, then open the Appointments drop-down to access:
| Option | What it does |
|---|---|
| Confirm Appointment | Confirms a flagged (red) problem appointment |
| Cancel Appointment | Cancels the appointment, with the option to send a cancellation email |
| Edit Appointment | Edits appointment-specific details (e.g., custom fields collected from parents) |
| Change Time | Moves the appointment to a new time |
| Send Reminder | Sends a reminder email to the parent |
| Customer Info | Opens the Contact Information dialog for the parent |