Help Center
School office
Everything the school office needs: setting up for the first time, importing students, creating conferences, booking on a family's behalf and running conference night.
Getting started
- Your first week: setting up the schoolThe order to do things in so your first conference runs without surprises — timezone, staff, classes, students and families, then the conference itself.Read
- Running a conference from start to finishThe lifecycle of one conference — draft, publish, booking window, conference night, and what happens afterwards.Read
- Conference night checklistWhat to check the day before and on the evening, and what to do when something goes wrong.Read
How to
- Importing students from a spreadsheetThe CSV columns, how matching works, and how to fix and re-import without duplicates.Read
- Booking on a family's behalfWhen a parent phones, book, move or cancel for them from the Schedule page, the conference page or Bookings.Read
- Moving, cancelling and printing from the Schedule gridHandle conference-night changes from one screen and print each teacher's evening.Read
- Staff accounts and what each role can doAdding teachers, office staff and admins; what they can and cannot do; passwords and resending setup emails.Read
- Families, parents and studentsHow families, parents and students relate, split households, and adding parents by hand.Read
- School settings and timezoneWhat the Organization page controls and why the timezone must be right before creating conferences.Read
- Start a new school yearThe once-a-year reset — archive last year's classes and conferences, keep everyone's accounts, and load the new roster.Read
- In-person and hybrid conferencesRun conference night in the building, by video, or let each family choose — and tell families where to go.Read
- The waitlistWhat happens when a teacher is full, and what the office can do about it.Read
- The after-conference reportHow the evening went — attendance, no-shows, meeting length, follow-ups and who never booked — with CSV downloads.Read
- Duplicate a conferenceSet up "the same as last time" on a new date in one step.Read
- Single sign-on with Google or MicrosoftLet staff sign in with the school's Google Workspace or Microsoft 365 account.Read
- Signing in, passwords and magic linksThe three ways in, what to do when a link has expired, and how to change your password.Read
- Put your meetings in your own calendarSubscribe once and every conference meeting appears in Google, Outlook or Apple Calendar and stays up to date.Read
- Who can see whatWhat parents, teachers and the office can each see.Read
Screen by screen
- DashboardWhat the four tiles, the conference and booking counts, and Recent Activity are telling you.Read
- Students screenAdding and editing students, their families and classes, and the CSV import.Read
- Families screenManaging families, their parents and their students.Read
- Staff screenTeachers, office staff and admins; setup status and resending setup emails.Read
- Classes screenCreating classes and assigning lead and assistant teachers.Read
- Conferences screenThe conference list, creating and publishing, editing after publish, cancelling and archiving.Read
- Conference full pageThe per-teacher slot grid, who has not booked, reminder emails, blocking slots and booking for a family.Read
- Schedule screenThe whole conference day as a grid — one column per teacher, one box per slot — with click-to-book.Read
- Bookings screenEvery booking in the school; rescheduling, cancelling, marking outcomes, notes and attendees.Read
- Invitations screenInviting a parent by code, and what pending means.Read
- Activity Log screenWho changed what, when.Read
- Usage screenMeeting minutes and counts over time.Read
- The Schools page (super admins)For whoever runs the server — every school at a glance, and adding a new one.Read