1. Navigation & Setup

  • Click the Appointments tab at the top of your screen.
  • Select the Date: Use the calendar on the left-hand side to find the correct day.
  • Select the Teacher: Choose the appropriate teacher’s name from the list on the right.

2. Opening the Booking Slot

Locate the desired time on the schedule and click the Green Plus Sign (+). This will open the Select Person dialog box.

3. Identifying the Parent

You can either search for an existing contact or create a new one:

Option A: Search for an Existing Parent

  1. Type the parent's name (or just a few letters) into the search bar on the left.
  2. Once the correct name appears, click to select it.
  3. Verify the contact details on the right, then press OK.

Option B: Create a New Contact

If the parent is not in the system:

  1. Enter their First Name, Last Name, and Email Address in the fields on the left.
  2. Click the Add > Parent... button.
  3. Press OK.

4. Finalizing the Appointment

After selecting the parent, a Create Appointment dialog box will appear.

  • Enter the Student’s Name: Type the student's name in the designated field to ensure the meeting is properly identified.
  • Press OK to save the appointment.