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Types of Parents within your pickatime account

Parents are categorized differently in Contacts, depending on their relationship to the school:

Type Typically used for
Current Parent Parent-Teacher Conferences
Prospective Parent Interview-like events (admissions, etc.)

Note: The Prospective import parent type includes Blackbaud's roles Parent of Candidate and Parent of Incoming Student.

Helping Prospective Parents Access Their Events

Parents with the roles Parent of Candidate or Parent of Incoming Student don't have access to the Resource Board by default. To reach them, you'll need to use Blackbaud's Smart Tuition SSO, placed either in the Admissions Progress Text Box or as a Checklist Step.

Prerequisite: Accessing AdmissionAdmissions Setup

To configure this, you'll need the Admissions Manager role in Blackbaud.

⚠️ After this role is applied to your account, you must log out and log back in for it to take effect.

Option A: Add the SSO Link to the Admissions Progress Text Box
  1. In Enrollment Management, go to Admissions → Admissions Setup.
  2. Select Candidate Progress Text, and write the message you'd like to show to Parents of Candidates/Incoming Students.
  3. Highlight the text you want to hyperlink, then click the hyperlink button.
  4. Paste in your SSO URL — found under Core / Security / Authenticate Settings / SSO Settings (see steps 3–6 of SSO Setup).
Save
your message.

💡 Customizing link color: There's no built-in color option. Instead, open the Source Code viewer (the <> button, top-left) and add style="color: red;" inside the link tag:

html

<a href="Real SSO link" style="color: red;">Text visible to Parents of Candidate</a>
    Save your message.

    Testing this setup:
    1. In Core, under your account name, select Impersonate User.
    2. Choose a user with only the role Parent of Candidate or Parent of Incoming Student.
    3. Confirm the new message and link appear correctly.

    Option B: Add the pickAtime Link as a Checklist Step

    1. In Enrollment Management, go to Admissions → Admissions Setup.
    2. Select Checklists.
    3. Click Edit on the checklist you want to modify.
    4. Locate the relevant stage, then click Add Step.
    5. Fill out the form: Type, Name, Due Date, Staff Assigned, whether it's Required, and select Yes under Candidate Publishing Options.
    6. Add a Step Name and Description, then paste your SSO URL — found under Core / Security / Authenticate Settings / SSO Settings (see steps 3–6 of SSO Setup). An image is optional.
    7. Click Show Details, then Save.
    8. If this change affects existing candidates, you'll be prompted to update which candidates should have access.
    9. Once confirmed, the step will appear in the relevant candidates' checklists.

    Testing this setup:
    1. In Core, under your account name, select Impersonate User.
    2. Choose a user with only the role Parent of Candidate or Parent of Incoming Student.
    3. Confirm the step appears in that student's checklist.
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