Creating Custom Groups

If you'd like parents to book appointments with a member of staff that does not teach a class (such as an Advisor of staff or the Principal) you need to set up a Custom Group. This links a teacher (or teachers) on your system to a selected group of students so that when their parent logs in to book appointments they see that teacher pre-selected for them automatically.


(If you need to split a class, create as many custom groups as are required to replace that class, go to the Classes step of Configure Conference to add the custom groups to your conference, and untick the original class itself.) 

Creating a Custom Group

  1. Go to Data > Custom Groups and click on Add Custom Group 

    If you have already set up one or more custom groups this is also where you can edit them.
  2. Enter a name for the group so you can easily identify it when you need to use it. Then click Change Teacher Membership and Change Student Membership to add or edit the teachers and students involved with the group - see below for more details.
  3. Change Teacher Membership allows you to specify the teachers that will be assigned to the group. Choose the teacher(s) you want and click Update Membership.

    If the teacher you want is not listed, it means that they are not currently in your system and you will need to manually add them by following this guide: Manually Adding or Editing a Teacher

    If you chose more than one teacher you can then specify that one is the Main Teacher - this will be the default one to take bookings when you use the custom group.

    Where there is more than one teacher the group will act like a Shared Class and all the options listed in the article on managing shared classes will be available when you are configuring your conference.

  4. Change Student Membership allows you to specify the students that will be assigned to the group. Choose the combinations of students you want - this acts in exactly the same way as the students filter used when setting up a conference or event - then click Update Membership.

  5. Finally click Save to save your group.

Once your groups are created you can use them as a student filter and as a "class" when creating  conferences and as a filter for creating events.

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