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Administrators
Can I have multiple administrators on my account? You can set up any number of users with Admini...
Is there a way to allow my parents to see a certain event on our account?
Yes, the Category Sort option is the most effective way to filter what your parents see. This is ...
Email Reminders
Including a table of appointments in your reminders is a highly effective way to ensure participa...
I want to change all booked appointments from In-Person to Virtual (or vice versa). How can I do this?
If your meeting format changes for the entire day or a specific time block, the most efficient wa...
How do I sort my teacher roster?
You can reorganize the teacher list on the Appointments page to follow a specific alphabetical or...
Viewing Appointments on the Appointments tab
You can adjust the layout of the Appointments tab to make your schedule easier to read and naviga...
Teacher Access
Teachers can access their appointment schedules by logging in through the school’s unique schedul...
Sending Custom Emails Using Appointments List page
The Appointments List page provides a powerful, spreadsheet-style view of your bookings. Unlike t...
Scheduling Parent Apppointments in the Admin UI
Administrators can manually book appointments for parents through the Appointments tab. Follow th...
Contacts
In the Admin UI tool, select Contacts on the sidebar. On the Contacts page, you can search for a ...
STEP FIVE: Try it Out
From the Admin UI on the Events / Preview page, select your event. Click on the Go To Event butt...
STEP THREE: Create Slots
The Create Slots function is used to set up your appointment date(s), times, and duration of the ...
STEP TWO: Add or Import Teachers
Manually Add in Teachers On the Event Management page of the Admin UI, select the Appointments ta...
Events File Error Messages
"Event not found. EventID: XX" This message indicates that the Event ID is either incorrect or th...
Enrollment File Error Messages
"Student ID not found." This error occurs when the Enrollment file contains a StudentID that does...
Teacher File Error Messages
"Found contact with teacherID of ABC and a different contact with email of betsy@noemail.com" Thi...
Events File
The Events File allows you to import either Normal Events (with appointment slots) or Roster Even...
Slots File
The Slot File is used to define appointment availability (slots) for an event. Each row represent...
Appointments File
Importing Appointments To add Appointments, you first need to import a People file (see "Importin...
People File
The People File is used to import contact records for use in an event. This file can include diff...