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PTA FAQs

Which link should I give to my parents? The scheduling link for the account or the scheduling lin...

Updated 1 month ago by Tara Cicora

Emails

PTA FAQs

How can I view any emails that have been sent?  This can be viewed on the individual contact leve...

Updated 1 month ago by Tara Cicora

Duplicate PTA

PTA FAQs

I'd like to use the Duplicate PTA option, but it is not enabled.  The "Duplicate PTA" option crea...

Updated 1 month ago by Tara Cicora

Date

PTA FAQs

I have a current event set on the site, but the date needs to be changed.  Is there a way to upda...

Updated 1 month ago by Tara Cicora

Canceled Appointments

PTA FAQs

Can I see a list of Canceled Appointments for a teacher?  To view canceled appointments: In the R...

Updated 1 month ago by Tara Cicora

Appointments List

PTA FAQs

Why is the Appointments List red?  This means that you have appointments that have some sort of p...

Updated 1 month ago by Tara Cicora

Admin UI

PTA FAQs

Why is the Appointments List red?  This means that you have appointments that have some sort of p...

Updated 1 month ago by Tara Cicora

Account

PTA FAQs

How do I change the name of my account? To change the account name, follow these steps in the Adm...

Updated 1 month ago by Tara Cicora

Viewing Appointments in the Admin

PTA Management Guide

You can alter several display settings to make the appointments easier to read. To make the time...

Updated 1 month ago by Tara Cicora

Teachers Access

PTA Management Guide

Teachers are able to view their schedule either by logging in to the School account either at pic...

Updated 1 month ago by Tara Cicora

Problem Appointments

PTA Management Guide

The Appointments List page will provide a master list of all appointments. It will also display a...

Updated 1 month ago by Tara Cicora

Modifying Teacher or Room Data

PTA Management Guide

Teachers Once the teacher and class data have been imported into the system, the teacher’s names ...

Updated 1 month ago by Tara Cicora

Divorced Parents

PTA Management Guide

There is a one-appointment per teacher per class rule for Parent Teacher Conference Scheduling. T...

Updated 1 month ago by Tara Cicora

Creating Parent Appointments

PTA Management Guide

Making Parent Appointments Select the Appointments tab and use the calendar on the left to sele...

Updated 1 month ago by Tara Cicora

Booking Appointments in the Admin UI

PTA Management Guide

Booking an appointment through the CUI will not allow you to override any restrictions you may ha...

Updated 1 month ago by Tara Cicora

Allow Teachers to Pre-Book Appointments

PTA Management Guide

The default Administrative access for teachers is Appointment Viewer access only. You can, howeve...

Updated 1 month ago by Tara Cicora

Allow Teachers to Block Slots

PTA Management Guide

The default Administrative access for teachers is Appointment Viewer access only. You can, howeve...

Updated 1 month ago by Tara Cicora

Administrator Access

PTA Management Guide

From the Contacts tab, you can search for a contact, select their name, and adjust the "Admin Lev...

Updated 1 month ago by Tara Cicora

Adding a new student

PTA Management Guide

Add Student Go into the Contacts section of the Admin UI. Search first for the student by name. ...

Updated 1 month ago by Tara Cicora

Checklist

PTA Setup Guide Setup Event

To set up your Parent‐Teacher Conference event using the PTA scheduler, you will need to follow t...

Updated 1 month ago by Tara Cicora