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Contents Overview of the software - video How do I login?

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Presentation on theme: "Contents Overview of the software - video How do I login?"— Presentation transcript:

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2 Contents Overview of the software - video How do I login?
What are each of the tabs for? ‘Manage Bookings’ ‘Reports’ ‘Manage Your Appointments’ Frequently Asked Questions We have added video tutorials in the top right corner of each page in the software. Click these to watch a video on how to use the page.

3 Overview of the software - video
As a further resource, or for use instead of reading this presentation, there is an accompanying film! We have prepared five minute video which explains the staff/teacher area of the Parents’ Evening Booking System. You can watch the film in Vimeo.com by clicking below (or using this link:

4 How do I login? Go to Next, login using the Staff username and password which has been provided by your school Administrator.

5 What are each of the tabs for?
When you login, you will have the option of choosing three Staff tabs. Manage Your Appointments – This is the main staff page. Staff need to search for themselves and are then shown their bookings and an overview of their schedule(s). Manage Bookings – Make bookings on behalf of pupils and parents Reports – Run reports and insights, for example: see who has and has not booked

6 What are each of the tabs for?
Part One Checking your appointments

7 ‘Manage Your Appointments’ tab
Step One: Find yourself Use ‘Manage Your Appointments’ to check and print out your schedule for the parents evening. You can also block out appointment times and move your start and end time if your Admin has allowed this. Enter your surname to search for yourself. Select the correct parents evening. Search List of parents’ evenings scheduled

8 ‘Manage Your Appointments’ tab
Step Two: Manage your appointments Teachers print out their appointments You can extend your availability here Block out appointment time slots here Check who has booked in the main table Parent contact details are shown Parental comments are hidden. Click here to see these Teachers can add their own notes Teacher can tick if the parent attends

9 What are each of the tabs for?
Part Two Make / cancel appointments

10 Manage Bookings The Manage Bookings ‘tab’ will give you two options for each parents’ evening: Clicking on the event name will take you to a booking page where you can book appointments for any student and/or teacher Clicking on ‘Request to Parent’ will allow you to send a request to the parent of a student, perhaps asking them to make you a priority booking. This ‘request’ will appear before the parent is given the option to book (just after the login). See Part Three of this presentation for further info. These two areas are explained in greater detail on the forthcoming pages.

11 Making Bookings using ‘Manage Bookings’
If you choose to make bookings in an event, here is the process: Choose the parents evening Choose the department Choose the teacher Click on a time Find the pupil Select the parent ‘Make Booking’ You can print a parents’ appointment card You can cancel an existing booking Cancel all the bookings of one specific parent

12 What are each of the tabs for?
Part Three Sending parents a message

13 ‘Request to Parent’ On the Manage Bookings tab, the ‘Request to Parent’ page will allow you to send a note/message to a parent for them to pick up before they start booking. Choose a class Choose a student Choose a parent Click on your name (so that you turn green) Add your comment Send

14 What are each of the tabs for?
Part Four Checking who has / has not booked, and other reports

15 ‘Reports’ tab Use ‘Reports’ to check which parents have and have not booked any appointments. Choose the term Choose the parents evening Children associated with this evening Parents associated with this evening Percentage of parents who have booked Number of bookings made Run reports for these options. These reports can be exported into Excel, printed or ed


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