Parent-Teacher Meetings (PTM)

Schedule meetings for a class so parents can RSVP from the parent portal — without phone tag.

Who can use this

Already on Enterprise (or Growth/Pro) but still locked? Open Settings → Centre features and enable Parents.

Upcoming vs past

On Activity → Parent-Teacher Meetings, use the filter: All (default), Upcoming, or Past. All shows two sections so you always see new meetings and history. Past covers about the last 18 months. Meetings also appear on the Sessions calendar for the month you are viewing.

Where PTMs appear

How to schedule

  1. Open Activity → Parent-Teacher Meetings (teachers: same item in their menu) — URL /ptm.
  2. Click Schedule PTM.
  3. Pick a class (optional — or leave as all parents), date/time, duration, optional location or meeting link, and notes.
  4. Leave Notify parents on to send all enabled channels: email, WhatsApp, SMS (if SMS is on), plus app push and an in-app Updates entry.
  5. Save. Parents see the meeting on the child’s Plan tab and tap Yes / Maybe / No. Staff see it on Sessions calendar and the PTM list.

Staff see RSVP counts on the list. Use Cancel to mark cancelled, or Remove to delete from the list.

Parent meeting requests

Parents can Request a meeting from the child’s Plan tab (preferred date + reason). Those open requests appear at the top of Activity → Parent-Teacher Meetings (branch admins see only their branch). Use Acknowledge or Decline (the parent is notified). Mark scheduled notifies the parent and opens the Schedule form prefilled with preferred date and reason — then save a real PTM so parents can RSVP.