STEP FIVE: Try it Out

STEP FIVE: Try it Out

1. Open the scheduler

From the Admin UIUI, ongo theto Events / Preview page,, select your event.event, Clickand on theclick Go To Event. button to open theSelect Event Management page.

2. Select the Settings tab/ and then the UI Setup. tab.

Set

3. To turn on the online scheduler so parents can use the website and schedule appointments, modify the “"Open scheduler to customers onon"” and the “"Close scheduler to customers onon"”. Any days that you want to makedefine availablethe forwindow during which parents tocan schedulebook appointmentsappointments.

should be within the start and end date specified.

To allow yourself (and other Administrators) access to the scheduler whenyourself itwhile isit's closed to your parents, check the box "allowAllow Admins access to the CUI at all timestimes.".

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2. View the scheduler

If your school uses Finalsite Single SignSign-On: On Schools

FollowUse the link as directedprovided to you by Finalsite into viewingview the scheduler.

All other Schoolsschools:

View

forGo yourselfto theGlobal appointmentSetup booking/ webBusiness page.Setup, Theand appointmentfind URLyour is listed in the Account URL section at the bottom of the Globalpage. Setup / Business Setup page. To test outClick the system, you can click on the URLURL, or copy and paste this URLit into another browser window andto try outtest the sitescheduler as if you were a customer.parent would experience it.

You can customize this URL by checking the box "

Set customCustom URL"URL" and entering in your preferred URLname. name in the white box.

The "Appointment URL" will change to reflect your selection, and the newupdated URL will be availablelive in approximately 5‐5–10 minutes.minutes.

You can confirm

3. Test the appointmentbooking procedureprocess

by adding

Add a student to your account and booking an appointment. To add a student to yourconfirm account,appointments youcan wouldbe needbooked tocorrectly:

enter

Enter the student's StudentIDStudent ID and SecurityValueSecurity Value. You will thenYou'll see thea list of all available appointment slots for that student. If you want to remove yourself as the child's parent, you can do so by clicking the X next to the student's nameteachers. on the

CUI.

Note: YouAdding can attach anya student to your account;own itaccount willfor testing does not prevent the “real”actual parent from doingalso soadding asthat well.

student

IMPORTANTand NOTE:booking Ifindependently. youTo have checkedremove the boxstudent from your test account afterward, click the X next to their name in the CUI.

If you've enabled "Use First + Last Name as StudentID"Student ID" (under Global Setup → Business Setup → Parent Login), make sure you enter the student's first and last name — not a numeric ID — in the first prompt.

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Troubleshooting

Parent"Failed Loginto find student" error: sectionDouble-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

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Additional Checks

Is the URL I gave my parents correct?

Go to Global Setup / Business Setup page, then be sure you are entering the student's first name + last name as the first prompt. 

If you receive an error message "Failed to find student",and check the values that you have entered in the CUI with the values for that student that are in the Contacts section of the Admin UI.

If you don't see the student's teachers listed, several things could be wrong. Check the student's enrollment information and make sure you have slots for the teachers at the PTA event.

Additional Checks

Is the URL that I've provided to my parents correct?

You can confirm your link by going to the Global Setup / Business Setup page of the Admin UI. Under the " Setting Appointment URL for customers,Customers yousection. will see theYour unique scheduling link foris yourlisted school.here, Herealong you also havewith the option to customize your link.it.

Is my slot duration correct?

TheSlot duration of your time slots can notcannot be changed.edited after creation. If yourit's slotwrong, duration is incorrect, youyou'll need toto:

delete

Delete the incorrect slotsslots. andCreate createnew slots with the correct duration.

ForExample: example, if yourIf parents starthave bookingalready appointmentsbooked every15-minute 15 minutes,slots and you then discover thatrealize you need 10‐10-minute slots,slots youinstead, willyou'll need to delete the 15‐15-minute slots and(which will also cancel existing appointments) before creating the appointments.correct Then10-minute you will be able to create slots with a duration of 10 minutes.slots.

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How do I test the scheduler and follow the directions onby "adopting" a student?

Click on your scheduling link and add any student at the school to your account. This is for testing purposes only and will not preventinterfere with the "real"actual parentparent's fromability bookingto appointments.book appointments for that student.