Set up PTO for Students booking with Teachers/Counselling (continuous booking).

PTO can be set up to facilitate students booking times to speak to teachers. This is geared towards situations where a student cannot be present in a classroom, or in the same location as a teacher.

This page is about how to set up PTO for students to book a scheduled time to speak to their teachers.

Contact PTO Support for a dedicated student booking version

We will prepare you with a site that is specifically set up to facilitate bookings by students to speak to the teachers.

This will be a separate instance of PTO, which will mean that it won’t interfere with the regular configuration used for Parent Teacher Interviews.

This will also mean that you will have different login details for this site.

1. Upload the data

This works in a similar way as a regular parent teacher interview data upload, with the follow tweaks:

Student Fields

Column Heading	Information	Requirement

Column Heading	Information	Requirement
SCD	Student Code	Recommended
SFN	Student First Name	Mandatory
SSN	Student Surname	Mandatory
SSC	Student Sort Code Use if you don’t have email addresses for students	Optional

Class Fields

Column Heading	Information	Requirement

Column Heading	Information	Requirement
CGN	The year level/form that the class is in	Mandatory
CLS	Class name that the student needs help with	Mandatory

Don’t forget to name the sheet PTO, as you normally would.

Parent Fields (note that these are actually student details, not the parent)

Column Heading	Information	Requirement

Column Heading	Information	Requirement
PCD1	Use the same as SCD	Recommended
PFN1	Use the same as SFN	Mandatory
PSN1	Use the same as SSN	Mandatory
PEM1	Use the student’s email address Use if you don’t have email addresses for students	Recommended

Teacher Fields

Column Heading	Information	Requirement

Column Heading	Information	Requirement
TCD	Teacher Code	Recommended
TFN	Teacher First Name	Mandatory
TSN	Teacher Surname	Mandatory
TEM	Teacher Email Address This won’t be displayed to the students	Recommended
TLO	How the student can contact the teacher Or clickable link text if using TLU field	Recommended
TLU	The teacher’s static URL This is the link for students to conference with the teacher	Optional

2. Check the Settings

Review the Settings page to make sure that the settings match the requirements of booking.

Review all items, particularly those outlined below.

Site Settings

Logo - Upload the logo for your school.
Background Image - A photo or full-page image that makes the login page feel like part of your school.
Messages > Booking Screen - Instructions to students about how they can log in.

Teacher Settings

Can set availability for time slots - Choose here whether teachers can make themselves unavailable for time slots.

Student Settings

Students can request logins to be emailed - Choose Yes for this, and select the clickable link, if students retrieve their login details using their email address.

Settings
Upload your data.
Set Time Slots and Availability
Enter Teacher location or conference call links.
Generate login details for students.