Global Setup / Business page
Business Settings |
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Primary Contact |
Select the contact record of the person who will manage the vendor account. Usually, it is the Admin who created this vendor account. |
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Billing Contact |
Select the contact record for the person designated to receive invoices and billing correspondence from pickAtime. |
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Business Address |
Enter the physical or legal mailing address for the business. |
Account Level Settings |
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Account Logo |
Upload your organization's logo to be displayed on the vendor account scheduling pages. |
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Account URL |
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Appointment URL for customer |
This is the primary scheduling link you will provide to customers (e.g., parents) to book appointments. |
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Set custom URL |
Check the ‘Set custom URL’ box to personalize the link. You can define a custom slug in the designated field to make the URL more recognizable. |
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Use ID field |
Enable this to restrict access to the scheduling URL. Customers will be required to enter a valid ID that matches a contact record previously imported into your account. |
Display Options |
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Display Contact Name As |
Choose the format for contact names in Reports, the Appointment List, and the Event Management section (e.g., ‘Last, First’ or ‘First Last’). |
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Date Display Format |
Select your preferred date format: ‘mm/dd/yy’ or ‘dd/mm/yy’. |
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Time Display Format |
Select your preferred time format: ‘12-hour’ (AM/PM) or ‘24-hour’. |
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Email notifications from |
Specify the sender name or email address that will appear on outgoing system notifications instead of pmail@pickatime.com. |
Miscellaneous |
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Allow parents to attach and detach students |
Enable this to allow parents to manage and update their associated student list within their profile. |
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Use First + Last Name as StudentID |
Enable this if you prefer parents to identify students by name rather than the school ID. This is recommended if parents are unlikely to know specific Student ID values. |
Integration Options |
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Notification Contact(s) |
Select the individual(s) who will receive status updates and notifications regarding active integrations. |
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Zoom Integration |
View the dedicated instructions page for details on connecting your Zoom account. |
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Google Workspace Integration |
View the dedicated instructions page for details on connecting your Google Calendar and Workspace. |
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Single Sign On (SSO) |
Select your SSO Provider from the dropdown menu. Additional setup steps will be required based on the provider selected. |
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Admin UI is accessible only via SSO |
Warning: Enable this only after confirming your SSO configuration is fully functional; otherwise, you may be locked out of the Admin UI. |
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Require customers to fill email |
Forces customers to provide an email address during booking if their imported contact record is missing one. |
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Payments |
Select ‘Use Shopping Cart’ to allow participants to book multiple appointments and pay for them in a single transaction. Note: This setting applies to all events on the account that require payment. |
Registration and Login Settings |
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Do not allow self-registration |
Prevents new users from creating their own accounts. Access is available to customers who have been manually added or imported to the vendor account. Please note that this option is now automatically disabled when “Show the scheduler to users before they log in” is enabled. |
Login |
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Show the scheduler to users |
Determines if customers can view available events and time slots before or after logging in. Note: For a vendor account with the PTA event type, users must log in to view the scheduler. |
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Allow login with external provider |
Enables the Sign In with Google option on the scheduling login page. This feature can be used when “Show scheduler before or after login” is enabled. |
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Show the following message to Locked contacts |
Define the message displayed to users whose access level has been set to ‘Not Allowed’ on the Contacts page. |
Password Requirements |
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Use strong password |
PickAtime passwords require a minimum of 8 characters and can only contain numbers, letters, and !@#$%&\/=_.,;: Activating this option also adds the following requirements: digits, Upper and Lower Case, and special characters. It also gives you access to the lower two options. |
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Password must be changed every 90 days |
Requires participants to update their passwords every 90 days for enhanced security. |
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Password must not be used for 10 rotations |
Prevents users from reusing any of their last 10 passwords. |
Advanced Settings |
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Required Fields |
If ‘Force to fill required fields on the VUI’ is enabled, Administrators booking on behalf of customers must complete all mandatory contact/appointment fields. |
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Vendor State |
Use this setting to deactivate your vendor account if you intend to stop using pickAtime services. |