# 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.

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#### Making Parent Appointments

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.

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#### Other Appointment Options

Click on any existing appointment on the **Appointments** page, then open the **Appointments** drop-down to access:

<div class="overflow-x-auto w-full px-2 mb-6" id="bkmrk-option-what-it-does-"><table class="min-w-full border-collapse text-sm leading-[1.7] whitespace-normal"><thead class="text-left"><tr><th class="text-text-100 border-b-0.5 border-[hsl(var(--border-300)/0.6)] py-2 pr-4 align-top font-bold" scope="col">Option</th><th class="text-text-100 border-b-0.5 border-[hsl(var(--border-300)/0.6)] py-2 pr-4 align-top font-bold" scope="col">What it does</th></tr></thead><tbody><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Confirm Appointment**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Confirms a flagged (red) problem appointment</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Cancel Appointment**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Cancels the appointment, with the option to send a cancellation email</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Edit Appointment**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Edits appointment-specific details (e.g., custom fields collected from parents)</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Change Time**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Moves the appointment to a new time</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Send Reminder**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Sends a reminder email to the parent</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Customer Info**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Opens the Contact Information dialog for the parent</td></tr></tbody></table>

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