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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.

1.Step 1: Navigate to the Schedule

    1. Access the Tab: Click the Appointments tab at the top of the Admin UI.

    2. Set the Date: Use the calendar on the left-hand sideleft to select the specific day of the event.

      date.

    3. Select the Teacher: Choose the teacher's nameteacher from the list on the right to load their specific schedule.

    2.Step 2: Select a Time Slot

      1. Locate the desired time on the teacher's schedule.

      2. Click the Greengreen Plusplus Signsign (+) in the timethat slot. The Select Person pop-updialog will show up.

        open.

      3.Step 3: Identify or Create the Parent Contact

      You must link the appointment to a parentparent. contact.Choose Youone canof eitherthe find an existing user or create a one-time entry:following:

      Option A: Search for an Existingexisting Parentparent

      1. Type the parent's name (or the first few letters) into the search bar.

      2. Select the correct name from the results list on the left.

      3. Review the contacttheir details on the right to ensureconfirm accuracy, then click OK.

      Option B: Create a Newnew Contactcontact

      1. If the parent is notisn't found, enter their First Name, Last Name, and Email Address in the fields on the left.

      2. Click the Add >→ Parent... button to add them to your database.

      3. Click OK to proceed.

      4.Step 4: Finalize the Appointment

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

        1. Enter Student Name: Type the student's name in the designated field.field This— isthis crucial fortells the teacher to know which student the meeting concerns.

        2. Save: Click OK to finalize the booking.save. The slot will now appearshow as occupied on the schedule.

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