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Checklist

In

order

Checklist: toSetting Up a Simple PTA Event

To set up your Parent‐Parent-Teacher Conference event using the Simple PTA scheduler you will need toscheduler, follow these steps:

    1.Setup SETUPYour YOUREvent EVENT

    You will need to createCreate your conference event and namegive it appropriatelya forclear, yourdescriptive conferencename (e.g., "Fall 2026 Conferences)

    Conferences").

    2.Add ADDor ORImport IMPORTYour YOURTeachers TEACHERSAdd

    Ouryour systemteachers willmanually, needor informationimport them using a newTeacher teacherfile.

    fileCreate

    THE EVENT

    After verifying your data you candata, create theyour time slots (including the dates, timestimes, and durationappointment ofdurations.

    appointments.Configure Settings

      4. CONFIGURE SETTINGS 

      Appointment Settings

      There areAdjust several appointmentvarious settings thatspecific you can modify for the specifics ofto your event.

      Configure Notifications (optional)

      The pickAtime system offersCustomize the capability of sending outdefault email confirmations and email reminder notices.notices, Youif mayneeded.

      choose Try It Out Test your scheduler before opening it to modifyparents. the default settings for these emails.

      5. TRY IT OUT