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Set Up the Conferences

Set up your Conferences (≈5 minutes)

Quick steps to create your conference sign-up.

  1. Click the arrow next to NEW POST and select Appointment Sign Ups.

  2. On the next screen, click the date box and choose 11/24/25 for your conference date. Then, click Add Another Day and choose 11/25/25. Repeat one more time and add 11/26/25.

  3. Select your earliest start time and latest end time: 8:00 AM–7:00 PM.

  4. Skip the “Recess” question.

  5. K-4 enter 15 in “Appointment Duration.” 5-6 enter 10 in “Appointment Duration.”

  6. Enter 0 in “Break Between Appointments.”

  7. Check “Hide names of users who sign up.” This hides names from other parents; you will still see who signed up.

  8. Leave unchecked: “Limit to 1 appointment per user across all time slots.” This can cause issues for twins/siblings.

  9. Check “Require Student Information.” Parents select their child so you know which student the conference is for.

  10. Click Next.

  11. Change the Sign Up Slot title to “Conference Appointment.”

  12. Keep 1 in “Available spots in the appointment slot.”

  13. To reduce your excess conference appointments, slowly and carefully click the trash can next to slots that are not available. Please work carefully so that you do not accidentally delete a time slot. Conferences are from 3:30 PM to 7:00 PM on Monday and Tuesday and from 8:00 AM to 11:00 AM on Wednesday.

  14. While you are on this step, please select ONE slot per day during the times listed below to eliminate as a break: 
    Monday/Tuesday: Any slot between 4:30-6 
    Wednesday: Any slot between 9-10 
    Please note: Breaks should not be scheduled between 3:30-4:30 or 6-7 on Monday/Tuesday or 8-9 or 10-11 on Wednesday

  15. Click NEXT near the top-right. You’ll be taken to a posts page.

  16. In the “To” box, populate ALL classes of yours that should receive the opportunity to schedule a conference. If you are a special education teacher and are requesting conferences, you will send to your caseload via groups.

  17. Select recipients: staff (you) and parents.

  18. In the subject, type: You’re Invited to a Conference with Your Name + Room # (e.g., “You’re Invited to a Conference with Mrs. Breton in Room 210”).

  19. Delete the default line “Please view the sign up list…”. With the text box empty, click the + sign → Use Template“K-6 Fall Conferences”

  20. Your individual conference slots are at the bottom of the post. Change “Sign Ups List Title” to Your Name + “Conferences”.

  21. Review your slots to make sure everything looks good. Do not change the dates under “When do you want people to sign up by?” Changing this will alter the conference date.

  22. Click the arrow next to Post Now and select Schedule.

    Schedule Time

    Schedule the post for 5:00 PM on 11/10.

    If you need to pre-invite select parents to sign up for a conference early (such as a conference at a coordinated time with you and a reading specialist), you may send those parents a direct message now with a link to your post even though it has not yet been published. To get the link:

    Get the Shareable Link

    After scheduling, do not navigate away: Click ShareGet a Link → click the rectangles to copy the URL.

    If you navigated away: From HOME go under Posts → Scheduled and Draft Posts, open your post, then ShareGet a Link → copy.

ONCE YOUR CONFERENCES ARE LIVE, please note:

We will be closing conferences on Friday, November 21st at 3PM. Do not close your conferences earlier than that date/time. 

I suggest you create a calendar event, phone alert, and/or schedule an email to yourself to remind yourself to shut your conferences down. If you will not be at work at the time that conferences get shut down, please email me and I’ll do it for you.

Prior to shutting your conferences down:

To download a report of who has signed up for a conference, click the gear on the conference sign-up post, navigate to “Add Ons”“View Report.” On the next screen, click “Export CSV” and save your report. This lets you see who has signed up and at what time.

Then click the back arrow on your browser to go back to the conference sign-up post. At the top of the conference slots, you’ll see a gray bar with a lock on the right that says “Disable.” Click this to close sign-ups.

Additional tips for managing conference appointments in ParentSquare:

If you need to add support staff/co-teachers, click the gear on the post and then “Manage Collaborators.” You can add any staff member so they can view and manage the post as you can.

If a parent is having trouble signing up, you can add them manually. Open the post, find the desired time slot, and click “add someone.” Search for the parent’s name and click “add.” You can also delete parents from the sign-up by clicking the trash can icon. (Parents can do the same if they need to change times.)

 screenshots of step by step instructions on how to set up conferences in parentsquare