Your First Week with PTM Live: What Actually Happens

“What does setup actually involve” is a fair question before starting any free trial, and the honest answer for PTM Live is: not much, spread over a normal first week rather than one long setup session. Here's what that week typically looks like.

Day 1: add your teachers and students

The account itself takes a couple of minutes to create — school name, an admin email, a password. From there, the first real step is getting the roster in: either importing directly from an existing Excel class list, roll numbers included, or adding teachers and students by hand for a smaller school. Most schools with an existing spreadsheet are done with this step within the same sitting.

Day 2–3: publish availability and share the link

Each teacher opens a date range and a daily window — a Saturday morning, a weekday afternoon block — and the system splits it into individual slots automatically. Once availability is published, every parent's booking link goes out by WhatsApp and email, tied to their own child. This is usually the point where a school gets its first real sense of whether the flow makes sense for its own families.

Day 4–5: watch bookings come in, fill the gaps

Bookings typically arrive steadily rather than all at once. By midweek, a teacher can see which slots are still open and use auto-assign to fill them in roll-number order for parents who haven't self-booked — the same mechanism covered in the roster-import guide above. This is also when reminder messages start going out automatically for the earliest-booked slots.

End of week: decide if it's a fit

By the end of the first week, a school usually has a real sense of the actual flow — not a demo, but its own teachers and its own parents booking real times. The trial runs a full 7 days specifically so there's time to run an actual PTM round during it, not just click through an empty interface. From there, moving to a paid plan is a matter of picking a size — see current pricing by school size — with no re-setup required.

If there are any concerns about data before rolling this out school-wide, what to check about data privacy in PTM scheduling software is worth reading before day one rather than after.