Adding Notes to Parent-Teacher Conference Appointments

When managing Parent-Teacher Conferences (PTCs), it can be helpful to add specific notes to appointments, such as the assigned interpreter's name or other relevant details. These notes are visible to all staff, ensuring everyone involved is informed.

Steps to Add a Note to an Appointment

1. Navigate to the Appointment:

   • You can add a note from two areas:
     • All Appointments: Go to the "All Appointments" section to locate the specific appointment.
     • Your Schedule: If the appointment is on your schedule, simply click on it to access note options.

2. Click the Notes Icon:

   • Once you’ve selected the appointment, look for the notes icon (?) and click it to open the notes section.

3. Enter Your Note:

   • Type in your note, such as the interpreter's name or any other important information for that specific conference.
   • This note will be visible to all staff, providing clarity and ensuring everyone has access to the same information.