Blackbaud Management Guide
Administrator Access
From the Contacts tab, you can search for a contact, select their name, and adjust the "Admin Lev...
Allow Teachers to Block Slots
The default Administrative access for teachers is Appointment Viewer access only. You can, howeve...
Allow Teachers to Pre-Book Appointments
The default Administrative access for teachers is Appointment Viewer access only. You can, howeve...
Creating a New Blackbaud User
In order to set up a new user in Blackbaud, please do the following. Go to Core / Users, Add New...
Creating Teams
You can combine teachers into teams on the Class Editor page. To create a team, you will do the f...
Contacts
On the Contacts tab, you can search for a contact, select the contact, and then view the informat...
Directions for Parents (single event)
Follow the directions provided by your school to get to the Parent Teacher Conference Scheduler. ...
Divorced Parents
There is one appointment per teacher per class rule for Parent Teacher Conference Scheduling. The...
Making Parent Appointments
Select the Appointments tab and use the calendar on the left to select the correct day. In the f...
Modifying Enrollment Data
From the Admin UI, select the Class Editor tab. Select a teacher and then select the class. The ...
Moving a Class
From the Admin UI, select the Class Editor tab Select the Teacher from the list on the left Sele...
Parent Student Relationships
How to View the Parent / Student Relationships On the Contacts tab, there is a smaller tab in the...
Problem Appointments
The Appointments List page will provide a master list of all appointments. It will also display a...
Reports
Event Specific Reports Under the Event pull-down, select your PTA event. In the Event-specific r...
Rooms
The room column can be shown on the event scheduler by going to the Admin UI page under Settings ...
Sending Custom Emails
From the Appointments List page (not the Appointments page) in the Admin UI, you can search by a ...
Teacher Access
Teachers are able to view their schedule either by logging in to the School account at pickAtime....
Types of Parents within your pickAtime account
You will notice that parents who are current vs prospective are marked differently within contact...
Viewing Appointments in the Admin UI
You can alter several display settings to make the appointments easier to read. To make the time...
Blackbaud PTA Videos
Getting Started with your PTA event Creating a company account How to add an event in a Parent T...
Advanced Options
Adding Counselors or other non Teachers to your event
Q: Our counselors don't have specific student groups assigned in Blackbaud. Can we mass-import a ...
Admissions Importing and Events
To import the role of Parent of Candidate and Parent of Incoming Student, select the import optio...
Other Event Scheduling
pickAtime online scheduling system is primarily utilized by Blackbaud for parent-teacher conferen...
SSO - Directing Parents to a Predetermined Event
You can direct parents to a specific event based on their student's grade. For example, a parent ...
Types of Parents within your pickatime account
You will notice that parents who are current vs prospective are marked differently within contact...
Blackbaud FAQs
Setting up and using your Blackbaud integration and SSO Do I have to connect to the SKY API? Yes,...