Contents Overview of the software - video How do I login? What are each of the tabs for? Manage...

9

Transcript of Contents Overview of the software - video How do I login? What are each of the tabs for? Manage...

Page 1: 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.
Page 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.

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.

Page 3: 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.

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

Page 4: 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.

Either:1. Go to www.parents-booking.co.uk2. OR go to www.parents-booking.com and click the ‘School Login’ link in the top right.

Next, login using the username and password whichhas been provided by your school Administrator.

How do I login?

1.

2.

Page 5: 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.

When you login, you will have the option of choosing three Staff tabs.

Manage Bookings –Make bookings on behalf of pupils and parentsReports – Run reports and insights, for example: see who has and has not bookedManage 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).

What are each of the tabs for?

Page 6: 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.

‘Manage Bookings’ tab

Use ‘Manage Bookings’ to make appointments on behalf of parents.1. Choose the parents evening2. Choose the department3. Choose the teacher4. Click on a time5. Find the pupil6. Select the parent7. ‘Make Booking’8. You can print a parents’

appointment card9. You can cancel an existing

booking10. Cancel all the bookings of

one specific parent

Page 7: 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.

‘Reports’ tab

Use ‘Reports’ to check which parents have and have not booked any appointments.1. Choose the term2. Choose the parents evening3. Children associated with

this evening4. Parents associated with this

evening5. Percentage of parents who

have booked6. Number of bookings made7. Run reports for these

options. These reports can be exported into Excel, printed or e-mailed

Page 8: 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.

‘Manage Your Appointments’ tab

List of parents’ evenings scheduled

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.1. Enter your surname to

search for yourself.2. Select the correct parents

evening.3. Search

Part 1 – find yourself

Page 9: 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.

‘Manage Your Appointments’ tab

1. You can extend your availability here

2. Block out appointment time slots here

3. Check who has booked in the main table

4. Parent contact details are shown

5. Parental questions are hidden. ‘Click to View’ to see these

6. Teachers can add their own notes

7. Teacher can tick if the parent attends

8. Teachers print out their appointments

Part 2 – manage your appointments