Parent Meetings & Events
Andy Larking 02-07-2018 01:44:24 0 0

1. Use demo data or setup sync with your MIS

When you first visit the Parents page, you have the option to create test events and parent meetings with the demo data.  To start using with your data, you first need to setup MIS integration.  Go to Administration – Academic – MIS Integration to setup.  See this article for installation instructions . Once the MIS integration is setup, you will need to start the ‘Student Sync’. See this article for details

2. Review Guardian & Looked After Settings

When creating Parent Meetings and Events invitations are sent via email.  To review who receives these emails go to Administration – Events – Guardian Settings.  Note : if ‘No’ is selected the Parents will not be able to login to the external login portal at (Tip : open in another browser or incognito/private window, or session will assume a school login rather than a parent)

3. Select your available locations for Events & Parent Meetings

Go to Administration – Events - Locations.  If you are using SchoolBooking for the first time your locations maybe empty.  You will need to complete the MIS sync to see your schools locations (rooms) – See step 1 or Create Locations.  You can choose which locations are available for parent meetings and events by selecting each location and changing the ‘Active Status’.  If you have to make lots of changes you can use the ‘Bulk update tool’. 

4. Create users

Go to Administration – Users – User Manager.  From here you can create new users and determine their system access.  

5. Create your first Parent Meeting or Event

Choose Events from the top navigation and select ‘Create Event’.  See our How to create an Parent Meeting guide here

Please contact our Customer Services Team for setup help.
E : T : 03333 446433 (International +44 1424 406433)


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