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Parent-Teacher Conference SignUps: Quick Start Guide

Welcome to your new role in coordinating Parent-Teacher Conferences! 🍎

To help you manage teachers’ SignUps, make adjustments, and address any questions along the way, we've put together this Quick Start Guide, which includes answers to common questions from Admins, Teachers, and Parents, along with additional resources:

  • Video Tour for Organizers: Managing Your SignUp
  • FAQs: Search our Help Center 
  • Contact Support: Email us at Support@SignUp.com (available 7 days a week). For faster assistance, Concierge Customers should use the subject line format: “CS-School Name-Campus Plan Code.”  

We wish you the smoothest and best-attended conference season ever! 

~ SignUp Concierge Team

parent and teacher meeting


Click on any question to jump to the answer.

Section 1: Common Teacher & Admin Questions

Section 2: Common Parent Questions

Section 3: Adding NEW Teachers, SignUps and Group Page entries

Note: If you’re listed as the Organizer or Assistant Organizer on multiple SignUps, you will be receiving a large volume of email from mail@signup.com. Consider making a rule/filter in your email program to forward these notifications into a separate folder. â€ƒ


Section 1: Common Teacher & Admin Questions

Note for Concierge Customers: Teachers should have received a Teacher Orientation Letter from you at the start of conference process welcoming them to SignUp and giving them an overview of how to manage their conference schedule. Contact us at Support@SignUp.com for a copy of the letter. 

How do I invite parents to sign up? 

Teachers have many options for inviting parents including direct email invitation, sharing an invitation link in a school newsletter and/or on social media, or posting on Remind. All teachers’ Conference SignUp URLs are listed in the Spreadsheet provided by SignUp. To access all invitation options:

1. Login and go to the Dashboard tab/My SignUps area and find your conference SignUp.

2. Click on the SignUp Title to open the SignUp’s Organizer view.

3. Click on the Invite Tab.

4. Choose the desired invitation method. Also see Tour of My SignUps Invite Tab. 

5. Click “Back to My SignUps” at the top of the page when done to return to your Dashboard.


Meeting information will be included automatically in confirmation and reminder messages.

1. Login and go to the Dashboard tab/My SignUps area and find your conference SignUp.

2. Click on the SignUp Title to open the SignUp’s Organizer view.

3. To add the SAME link for everyone:

a. Click on the Details Tab

b. Paste the meeting link in the Location field and then click on the blue “Update” button at the bottom of the page to save your changes. 

4. To give each parent a UNIQUE meeting link or a special message:

a. Click on the Spots Tab/List View

b. Expand the arrow down to show all conference appointments, click the 3-dot (...) pull-down menu, and select Edit.  

c. Paste the meeting link in the Extra Details section at the bottom of the screen and press Save.

d. Repeat for each parent’s meeting.

5. Click “Back to My SignUps” at the top of the page when done to return to your Dashboard


 

How can I make a manual appointment assignment for a parent? 

1. Login and go to the Dashboard tab/My SignUps area and find your conference SignUp.

2. Click on the SignUp Title to open the SignUp’s Organizer view.

3. Click on the Spots Tab/List View.

4. Expand the arrow down to show all conference appointments, click the 3-dot (...) pull-down menu, and select  Assign.  Enter the parent’s information and press Save

5. Repeat for each parent’s assignment.

6. Click “Back to My SignUps” at the top of the page when done to return to your Dashboard.  

See Also: Making Assignments for Parents Sharing an Email Address (including making assignments for parents with multiple children).

 

How can I see and make edits to my appointment schedule? 

1. Login and go to the Dashboard tab/My SignUps area and find your conference SignUp.

2. Click on the SignUp Title to open the SignUp’s Organizer view. 

  • Click on the Details Tab to edit your SignUp Title, Welcome Message or Custom Participant Questions. 
  • Click on the Spots Tab to edit your appointment dates and times.
  • Click on the Settings Tab to edit your page image, background theme and/or your notification settings.  
  • For a complete review of your Organizer views and editing options, please click here.


How can I see my schedule of parent meeting times? 

1. Login and go to the Dashboard tab/My SignUps area and find your conference SignUp.

2. Click on the SignUp Title to open the SignUp’s Organizer view.

3. Click on the Reports Tab.

  • The Interactive report can show all fields (Comments & Custom Participant Questions) and can be bookmarked in your browser for quick access. 
  • The Who’s Coming report can show who’s coming and any message in the Comment field. 
  • The Check-in Sheet report has an option to include Custom Participant Questions, including Student Name in comments. Check this box.

NOTE: We will automatically send all Organizers a summary email each Friday, listing assignments for the week ahead. The Primary Organizer may also authorize Electronic Participant Check-in via the My Tools tab for a quick-access parent list on smartphone.


How do I help parents find their meeting times? 

1. Please login to SignUp.com and clic the blue Magnifying Glass icon in the menu (at the top of the site on a computer, and on your Dashboard/My SignUps view on a smartphone.)

2. Enter the Parent's Name or Email address.

3. Any SignUps the parent has been invited to where you are the Primary or Assistant Organizer will be listed. Click on the SignUp Title to see a list of any upcoming appointments.

4. On the Participant Details screen, click the send links icon to email the parent a summary of their upcoming appointments automatically. You also have the option to email, call, or text (SMS) the parent from this screen on smartphone.



Section 2: Common Parent Questions

How do I sign up for a conference appointment? 

1. Give the parent the Shareable Conference SignUp URL provided in your Conference Information email (from mail@signup.com).  A CaSe SenSitiVe invitation link will look like this: https://signup.com/go/_______ with 7 characters after/go/.

2. Invite the parent directly following the instructions in Section 1 above.

 

How do I change or cancel my appointment? 

Parents may quickly change or cancel their own appointments. Please share this help article: How do I make changes to my spots or cancel my shift or appointment? (for Participants). If you want to do it for them:

1. Login and go to the Dashboard tab/My SignUps area and find your conference SignUp.

2. Click on the SignUp Title to open the SignUp’s Organizer view. 

3. Click on the Participants Tab to find the parent's name listed.  

4. Click on the Parent's Name to open a list of assignments and delete the one they no longer want.  

5. To add a new assignment, see Section 1 Question 3 above ("How can I make a manual assignment for a parent?").  

6. Click "Back to my SignUps" at the top of the page when done to return to your Dashboard.


When is my conference appointment and how do I join? 

There are several options for getting a parent this information: 

1. Ask the parent to: 

  1. Search for their confirmation or reminder email from mail@signup.com  OR

  2. Go to SignUp.com (logged OUT) and click “Find My SignUp” in the menu. Enter their email address and they will be sent a summary of all their appointments including any listed online meeting links and details. 

2. Send assignments to Parents:  

  1. Please login to SignUp.com and click the blue Magnifying Glass icon in the menu (at the top of the site on a computer and on your Dashboard/My SignUps view on a smartphone). 

  2. Enter the Parent's Name or Email address. 

  3. Any SignUps the parent has been invited to where you are the Primary or Assistant Organizer will be listed. Click on the SignUp Title to see a list of any upcoming appointments.  

  4. On the Participant Details screen, click the send links  icon to email the parent a summary of their upcoming appointments automatically. You also have the option to email, call, or text (SMS) the parent from this screen (on smartphone).



Section 3: Adding NEW Teachers, SignUps and Group Page entries

Creating a New Teacher Account on SignUp

This step is required before anyone new can become an Organizer or Assistant Organizer on a SignUp.

1. Go to www.signup.com & click Register in the upper right corner of the screen.

2. Enter the New Teacher’s Name, email address and the temporary password of your choice. (share this with the teacher)

3. Click the blue “Continue” button at the bottom of the page to submit the new registration.

4. You’re now logged in to SignUp as the teacher. Click the teacher’s name in the upper right corner to open the Profile Page.

5. Click the green Upgrade button in the middle of the page and enter your Campus Plan License Promo Code at the bottom of the screen, then press the green Continue button. (Ignore the Plan options, you will not be asked to pay.) This will affiliate the teacher with your Campus Plan.

6. Sign Out in the menu when done.  

NOTE: The new teacher will receive an automated email notification that they now have an upgraded account at SignUp.com. Be sure to share the temporary password you set in step 2, above.


Adding a New Organizer or Assistant Organizer to an Existing Conference SignUp

Note: Only the listed Primary Organizer of the SignUp may add an Assistant Organizer. 

1. Login and go to the Dashboard tab/My SignUps area and find the teacher’s conference schedule you want to update.

2. Click on the SignUp Title to open the SignUp’s Organizer view.

3. Click on the Details Tab.

4. Scroll down to the Organizer Information area to see a list of Organizers and add/remove people as you need.

5. Click the blue “Update” button at the bottom of the page to save your changes. Then click “Back to My SignUps" at the top of the page when done to return to your Dashboard.

NOTE: If you’re seeing a message that the person you’re trying to add does not have an account yet, please sign out, register their account following the steps in Section 3A above, then return to this screen. 

 

Creating a New Conference SignUp for a New Teacher 

1. Login to your account at SignUp.com.

2. On the Dashboard tab/My SignUps area, find the Template SignUp (or any other SignUp to duplicate it’s plans).

3. Click on the Tools drop-down menu (to the right of the SignUp title) and select Duplicate.

4. Enter the New Teacher’s Name (do not change the date) and click the blue “Duplicate” button to make the new SignUp.

5. Follow steps in Section 3B above to change the Primary Organizer to the Teacher or add an Assistant Organizer.


Adding a New SignUp to the School Group Page 

1. Login to your account at SignUp.com.

2. On the Dashboard tab/My SignUps area, find the Teacher’s SignUp you want to add to the Group Page and click the SignUp Title to open the SignUp’s Organizer view. 

3. Click the Settings tab and choose Publish to Group Page in the drop-down menu.

4. Select the School’s Group Page in the pull-down menu and confirm. The Group Page will show in the “Posted to:” area.

5. Click "Back to My SignUps" at the top of the page to exit the Organizer view.

NOTE: To add multiple SignUps at once, or to edit the order of the SignUps listed in the Group Page, please login and manage your Group Page from the Organize tab/ My Group Page screen. The FAQ in the Help menu, “How do I set up a group page?” will guide you.



Don’t see the question you’re looking for listed? You may:

1. Search our extensive collection of Frequently Asked Questions (FAQs): https://signup.com/help.  

2. Contact us at Support@SignUp.com 7 days a week. For faster assistance, Concierge Customers should use the subject line format: “CS-School Name-Campus Plan Code.”


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