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Scheduling Parent Apppointments in the Admin UI


Administrators can manually book appointments for parents through the Appointments tab. Follow these steps to ensure the booking is correctly attributed.

Step 1: Navigate to the Schedule

  1. Go to Events / Preview, select your event and press the orange Go To Event button.
  2. Select the Appointments tab.
  3. Use the calendar on the left to select the date.
  4. Select the teacher from the list on the right to load their schedule.

Step 2: Select a Time Slot

  1. Locate the desired time on the teacher's schedule.
  2. Click the green plus sign (+) in that slot. The Select Person dialog will open.

Step 3: Identify or Create the Parent Contact

You must link the appointment to a parent. Choose one of the following:

Option A: Search for an existing parent

  1. Type the parent's name (or the first few letters) into the search bar.
  2. Select the correct name from the results on the left.
  3. Review their details on the right to confirm accuracy, then click OK.

Option B: Create a new contact

  1. If the parent isn't found, enter their First Name, Last Name, and Email Address in the fields on the left.
  2. Click Add → Parent... to add them to your database.
  3. Click OK to proceed.

Step 4: Finalize the Appointment

Once a parent is selected, the Create Appointment window will appear.

  1. Enter the student's name in the designated field — this tells the teacher which student the meeting concerns.
  2. Click OK to save. The slot will now show as occupied on the schedule.
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