Parent–teacher meetings

What you can do

Access & setup

Intended access: Super Admin, School Admin, Principal, Vice Principal, Management, Teacher.

• A school account with the permissions shown below.
• Choose the relevant school, academic session or child before working.

Use the public sample demo to learn this flow. Your assigned ERP account determines access to actual school records.

How the workflow works

1. 01

   Create or choose the permitted teacher meeting slot

   A school account with the permissions shown below.

2. 02

   Book the linked child and verify availability

   Mark is part of the documented workflow.

3. 03

   Record the meeting outcome with the correct note visibility

   Reschedule meeting is part of the documented workflow.

4. 04

   Assign and complete any follow-up action

   Review the result in the connected record or workspace before moving on.

Fields & controls

The screen exposes the following context or input controls. Required fields are validated by the live application.

• Private staff notes
• Feedback shared with family
• Outcome / cancellation reason
• Move to another slot
• Follow-up title
• Task owner
• Follow-up due date
• Meeting month
• Meeting teacher
• Slot teacher
• Student
• Booking student

Rules & current limits

• Private staff notes and family-visible notes differ. Reminder actions do not guarantee external SMS, email or push delivery.

Source inventory checked on 11 October 2026. Guide availability confirms documentation publication, not certification of every external service or device flow.

API & permissions reference

These are the source-matched API operations connected to this guide. Reading this reference does not execute any request.

Open the actual application

ERP links use your assigned account. Record-specific pages start from the list so you can choose a real record.

Keep exploring