Creating Parent Appointments

Making Parent Appointments

1. Select the Appointments tabtab.

andSelect usethe correct date on the calendar on(left-hand theside). left to chooseSelect the correct day.teacher, Onthen click the right-handtime side,slot clickwhere Selectyou'd Studentlike andto locateschedule the student. All teachers associated with that student will be listed.appointment. Click the green plus sign. inThis opens the timeSelect slotPerson you'd like to book.dialog. Select the correctstudent: parent

If the student is on the teacher's roster, select their name from the pull-down list (ifon multiplethe parentsright areand found)click OK. If the student is enrollednot inon 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 class, select the correct class,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.

TheOnce complete, the appointment box will nowdisplay displayboth 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: