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Making Parent Appointments

Blackbaud Management Guide

Booking through the CUI (parent-facing scheduler) respects all standard restrictions and limits...

Updated 2 months ago by Anne Taves

Divorced Parents

Blackbaud Management Guide

Default behavior: PTA scheduling enforces a one appointment per teacher per class rule per studen...

Updated 2 months ago by Anne Taves

Creating Teams

Blackbaud Management Guide

Updated 2 months ago by Anne Taves

Snow Day

PTA FAQs

Our conferences got snowed out — how do we move all slots and appointments to a new date? Go to ...

Updated 2 months ago by Anne Taves

Adding Counselors or other non Teachers to your event

Blackbaud Management Guide Advanced Options

Q: Our counselors don't have specific student groups assigned in Blackbaud. Can we mass-import a ...

Updated 2 months ago by Anne Taves

SMS Messaging

Additional Event Features

1. Enabling the Service SMS messaging is enabled upon request. Cost: 3¢ per text message sent Ac...

Updated 2 months ago by Anne Taves

Macros

Additional Event Features

Macros Macros let you pull specific customer and appointment data into your text messages and ema...

Updated 2 months ago by Anne Taves

Directing Parents to a Predetermined Event

Additional Event Features

You can route parents directly to a specific event — for example, showing Grade 9 parents only th...

Updated 2 months ago by Anne Taves

Date Location Option

Additional Event Features

The Date Location option adds day-by-day flexibility for multi-date events — useful when details ...

Updated 2 months ago by Anne Taves

Creating an Event with multiple services

Additional Event Features

The Services Setup feature lets you offer multiple appointment types — each with its own duration...

Updated 2 months ago by Anne Taves

Creating different time slot durations for the same teacher

Additional Event Features

Scenario: A teacher needs different slot durations for different classes — e.g., 15-minute slots ...

Updated 2 months ago by Anne Taves

Adding Counselors or other non-Teachers to your event

Additional Event Features

Adding Counselors or Other Non-Teachers to Your Event Q: Our counselors don't have specific class...

Updated 2 months ago by Anne Taves

Creating Teams

PTA Management Guide

You can combine teachers into teams from the Class Editor page. Create a New Team Select Add Te...

Updated 2 months ago by Anne Taves

Events

PTA FAQs

Starting a new event with all old data removed Go to the Events page and click Add to create a n...

Updated 2 months ago by Anne Taves

Moving a Class

PTA Management Guide

From the Admin UI, select the Class Editor tab. Select the teacher from the list on the left. Se...

Updated 2 months ago by Anne Taves

Students

PTA FAQs

How do I see the classes my students are enrolled in? In the Admin UI, go to the Contacts page a...

Updated 2 months ago by Anne Taves

Divorced Parents

PTA Management Guide

Default behavior: PTA scheduling enforces a one appointment per teacher per class rule per studen...

Updated 2 months ago by Anne Taves

Directions for Parents

PTA Management Guide

Follow the link provided by your school to access the Scheduler, then follow the steps below. St...

Updated 2 months ago by Anne Taves

Adding a new student

PTA Management Guide

Step 1: Add the Student Go to the Contacts section of the Admin UI. Search for the student by na...

Updated 2 months ago by Anne Taves

Working in the Admin UI

PTA FAQs

Help! The time slot boxes in the Admin UI are too small. How do I adjust this? You have two optio...

Updated 2 months ago by Anne Taves