Booking on a family's behalf
When a parent phones, book, move or cancel for them from the Schedule page, the conference page or Bookings.
Parents book for themselves from their dashboard, but plenty will phone the office instead. Every booking action a parent can do, you can do for them.
Book a time
From Schedule, find the teacher's column and click a dashed (open) slot. From a conference's Full page, click Book on an open row. Either way the same dialog opens:
- Family — search by family, parent or student name.
- Who is attending — tick the parents coming. The first one ticked is the primary contact and gets the confirmation email; the others get it too.
- Student — only children in that teacher's classes are offered.
- Additional staff — optional; a counsellor or co-teacher who should be in the call.
The family is emailed a confirmation. The booking window does not apply to the office, so you can book after it has closed or before it opens.
Move a booking
On Bookings, open the booking and choose Reschedule. Pick another open time with the same teacher; the family is emailed the change. A booking cannot be moved to a different teacher — cancel and rebook instead.
Cancel a booking
On Bookings, open the booking and choose Cancel booking. The time is released for other families and the family is emailed. If a family simply did not turn up, mark it No-show instead of cancelling, so the record is right.
Things the system will refuse
- Booking the same teacher twice for the same student (reschedule the existing one instead).
- Two meetings for the same family at overlapping times.
- A student who is not in one of that teacher's classes for this conference.
- Any of the above shows a plain message saying which rule applied.