# STEP FIVE: Try it Out

#### **1. Open the scheduler**

1. From the Admin UI, go to **Events / Preview**, select your event, and click **Go To Event.**
2. Select **Settings / Online Scheduler Settings / Event Settings / Booking Window**.
3. Set **"Open scheduler to customers on"** and **"Close scheduler to customers on"** to define the window during which parents can book appointments.

<p class="callout info">To access the scheduler yourself while it's closed to parents, check **"Allow Admins access to the CUI at all times."**</p>

#### **2. View the scheduler**

**If your school uses Finalsite Single Sign-On,** use the link provided to you by Finalsite to view the scheduler.

**All other schools:**

1. Go to **Global Setup / Business / Account Level Settings / Account URL**, and find your **Account URL** at the bottom of the page.
2. Click the URL, or copy it into another browser window to test the scheduler as a parent would experience it.

<p class="callout success">You can customize this URL by checking **"Set Custom URL"** and entering your preferred name. The updated URL will be live in approximately **5–10 minutes**.</p>

#### **3. Test the booking process**

Add a student to your account to confirm appointments can be booked correctly:

1. Enter the student's **Student ID** and **Security Value**.
2. You'll see a list of all available appointment slots for that student's teachers.

<p class="callout info">**Note:** Adding a student to your own account for testing does **not** prevent the actual parent from also adding that student and booking independently. To remove the student from your test account afterward, click the **X** next to their name in the CUI.</p>

**If you've enabled "Use First + Last Name as Student ID"** (under **Global Setup / Business / Account Level Settings / Miscellaneous**), make sure you enter the student's first and last name — not a numeric ID — in the first prompt.

### **Troubleshooting**

**"Failed to find student" error:** Double-check the values you entered against the student's actual record in **Contacts** (Admin UI).

**Student's teachers aren't showing up:** This usually means one of the following:

- The student's enrollment data is incomplete or missing
- No slots have been created yet for that student's teachers at this event

### **Additional Checks**

##### **Is the URL I gave my parents correct?**

Go to **Global Setup / Business / Account Level Settings / Account URL** and check the **Appointment URL for Customers** section. Your unique scheduling link is listed here, along with the option to customize it.

##### **Is my slot duration correct?**

Slot duration **cannot be edited** after creation. If it's wrong, you'll need to:

1. Delete the incorrect slots.
2. Create new slots with the correct duration.

<p class="callout success">**Example:** If parents have already booked 15-minute slots and you realize you need 10-minute slots instead, you'll need to delete the 15-minute slots (which will also cancel existing appointments) before creating the correct 10-minute slots.</p>

##### **How do I test the scheduler by "adopting" a student?**

Click your scheduling link and add any student at the school to your account. This is for testing purposes only and will **not** interfere with the actual parent's ability to book appointments for that student.