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Checklist


Checklist: Setting Up a Simple PTA Event

To set up your Parent-Teacher Conference event using the Simple PTA scheduler, follow these steps:

  1. Setup Your Event Create your conference event and give it a clear, descriptive name (e.g., "Fall 2026 Conferences").
  2. Add or Import Your Teachers Add your teachers manually, or import them using a Teacher file.
  3. Create Slots for the Event After verifying your data, create your time slots — including dates, times, and appointment durations.
  4. Configure Settings
    • Appointment Settings — Adjust various settings specific to your event.
    • Configure Notifications (optional) — Customize the default email confirmations and reminder notices, if needed.
  5. Try It Out Test your scheduler before opening it to parents.