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Managing Your Bookings Guide for Staff

Booking on behalf of a parent – Staff Session

Please use the following process to book one of your available timeslots on a parent’s behalf.

  1. Log in to your Session via the Session URL.
  2. Navigate to Account and select My Sessions.
  3. Click View Session.
  4. Navigate to the Availability tab.
  5. Find an Available time slot and click the Plus icon.
  6. Search for the parent and click Add Parent.
    Note: The parent must be a contact in your Schoolzine account.
  7. Add any notes you require for the booking.
  8. Click Save.
book on behalf.JPG

Booking on behalf of a parent – Student Session

Please use the following process to book one of your available timeslots on a parent’s behalf.

  1. Log in to your Session via the Session URL.
  2. Navigate to Account and select My Sessions.
  3. Click View Session.
  4. Navigate to the Availability tab.
  5. Find an Available time slot and click the Plus icon.
  6. Search for the parent and click Add Parent.
    Note: The parent must be a contact in your Schoolzine account.
  7. Select a Student.
  8. Add any notes you require for the booking.
  9. Click Save.

 

book on behalf - student.JPG

Exporting Bookings

  1. Log in to your Session via the Session URL.
  2. Navigate to Account and select My Sessions.
  3. Click View Session.
  4. Click the Export button in the top right-hand corner.
    Note: You can use the Start Date and Closing Date to export a specific date range.

 

Export bookings.JPG

Making a Time Slot Unavailable

  1. Log in to your Session via the Session URL.
  2. Navigate to Account and select My Sessions.
  3. Click View Session.
  4. Navigate to the Availability tab.
  5. Find an Available time slot and click on the Available This will change the Time Slot to be Unavailable.

 

time slot unavail.JPG

Cancelling a Booking

  1. Log in to your Session via the Session URL.
  2. Click View Session.
  3. Find a confirmed appointment you wish cancel and click the Edit Pencil Tool in the Action column.
  4. Change the Status field to Cancelled and click Save.
    Note: This will send the staff member and Parent a booking cancellation email.
cancel booking.JPG

Adding Available Time Slots

  1. Log in to your Sessionvia the Session URL.
  2. Navigate to Accountand select My Sessions.
  3. Click View Session.
  4. Navigate to the Availability tab.
  5. Click Add Session Times.
  6. Select the Availability Type.
    Note: Selecting Break will make the time slot unavailable for booking.
  7. Select the Start Date and Closing Date.
  8. Select the Start Time and Finish Time.
  9. Select the Duration of each available time slot.
  10. Add or attach an existing Location to the booking session. (optional)
  11. Click Add Session.
adding_time_slot.JPG

Managing Your Bookings - Video Tutorial

Please watch the tutorial below on how to mange your session bookings.

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Booking Reminders