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Why are contacts shown in different colors? Color Meaning Blue Contact has never logged in / taken ownership of their account Black Contact has logged in Red Problem account — usually a duplicate email address

I edited the Room Number in Contacts, but it doesn't show up on Reports. When a class file is imported, teacher data is copied into the resource section on the Appointments page. After that, this copy becomes independent — editing the Contacts section will not...

How do I create a tab-delimited text file? Using Microsoft Excel: Open the File menu and select Save As.... In the Save as type drop-down, select Text (Tab-delimited) (*.txt). Click Save. If warning messages appear, click OK or Yes. Using Google Sheets: Ope...

Help! I imported last year's data / the wrong class file. The easiest fix is to delete all classes and re-import the correct file: Go to Class Editor and check "Show Only Classes" (far right-hand side). Select your first class, then Shift+click your last clas...

I need to change my event date, but keep the existing appointments. How do I do this? Yes — you can move your slots and appointments to the new date instead of recreating them. Go to the Appointments page Select the original date on the...

I'd like to use the Duplicate PTA option, but it's not enabled. What Duplicate PTA does: Creates a full copy of a past event, including the same class and enrollment data — but not time slots. This is intended only for events with unchanged enrollment, such as...

How do I display the Class name in the Confirmation email to my parents? The Macro Field for Class Name is $(CLASS_NAME). If you are using the Printable Schedule option for the Email Confirmation (recommended), then add a Class Name Column heading on the Sett...

Starting a new event with all old data removed Go to the Events page and click Add to create a new, empty event. Go to Global Setup / Contacts, click Show Advanced Options, then click Remove All Customers. Select the access level to delete, starting with Even...

Which link should I give parents — the account-level scheduling link, or the event-specific link? If you only have one open event: You can use either link — both will take parents to the same place. Use the account-level link, found under Global Setup / Busine...

How do I view my invoices? Log in and select Reports / Account Reports. Choose Account / Invoices and Payments from the report pull-down. Click an invoice # to view details. Can I pay by credit card? Yes: Follow the steps above to open an invoice. Click "C...

A parent entered her student's name instead of her own when creating an account Option 1: Have the parent correct it herself Have the parent log back in. Select Edit Profile. Update the name field to reflect her own name. Option 2: Correct it from the Admin...

1. Open the Scheduler From the Admin UI, go to Events / Preview, select your event, and click Go To Event. Select Settings / UI Setup / Event Settings / Scheduler Availability. Set "Open scheduler to customers on" and "Close scheduler to customers on" to defi...

The Contacts tab is where your full list of teachers, administrators, and parents is stored. Parent contact records are created automatically the first time they log into the online scheduler. To get started: From the Admin UI, select Contacts on the left-hand...

Follow the link provided by your school to access the Scheduler, then follow the steps below. Step 1: Sign In Enter your email and click Next. Returning users: If your email is recognized, enter your password. New users: If your email isn't registered, follo...