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Booked Events

Articles

01

Hiding, closing and copying events

A booking event runs through three phases — being set up, open for bookings, and closed. PortalHQ gives you a few different ways to control when parents see it and …

02

Sending reminder emails

Reminder emails go out to everyone with an active booking the day before (or whenever you choose) so parents don’t forget about the slot they claimed. They’re configured per event. …

03

Viewing, managing and exporting submissions

A submission is one booking — one student, one parent, one optional session, and any custom form responses. As the event approaches, the submission list is what you hand to …

04

Setting eligibility and slip prerequisites

Eligibility is the list of students whose parents can book into an event. A slip prerequisite is a permission slip that must be submitted before booking is allowed. Together they …

05

Grouping recurring booking events

A group is a set of related booking events run as a single logical series. Parent-teacher interviews held across Monday, Tuesday and Wednesday of the same week are the typical …

06

Linking a custom form to a booking event

Most booking events benefit from collecting a few extra fields at booking time — which teacher do you want to meet?, any dietary requirements?, who is attending?. PortalHQ handles this …

07

Setting up time slots (sessions)

Sessions break a booking event into time slots that parents pick from. Use them whenever the event has fixed appointments — parent-teacher interviews, careers chats, music auditions, anything where one …

08

Creating a booking event

A booking event is a single bookable item on a single date. This article covers creating one. Sessions, custom forms, groups and reminders are separate steps once the event exists. …

09

Booked Events Overview

Simply set the times, dates, capacities, release and expiry dates. You can also link your booking to a custom form to collect further information with the response. Finally, you can …