# 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 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 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**. 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 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

#### **To book as a Parent on through the CUI (parent-facing scheduler)** Go to the Contacts section and locate the parent. Click on their name and then click the 'Log in as' button.

If a parent is not in our system you can manually add them, by filling out the Contact form.

Passwords are not needed to masquerade as a parent.

You will then be sent to the CUI where you can book as a parent. ##### **Step 1: Locate Your Student(s)** 1. Enter the required information to find your student(s), then click **Proceed**. 2. Confirm your student(s) appear in the list, check the box next to their name(s), and click **Next Step**. ##### **Step 2: Select Teachers** By default, all of your child's teachers are selected. - **To exclude a teacher:** Uncheck the box next to their name. - **When ready:** Click **Filter Slots**. ##### **Step 3: Book Appointments** The scheduling grid displays available times as squares with a **plus sign (+)**. 1. Click your preferred time square. 2. Click **Create Appointment**. 3. A confirmation message will briefly appear at the top of the screen. 4. Repeat for each teacher you'd like to visit.

After you book appointments on behalf of a parent, the parent can still log in and change or cancel the appointment.

When booking on behalf of a parent, other admins will be able to see which admin booked for that parent within the parent's log in Contacts.