Setup Steps Blackbaud Checklist To set up your Parent Teacher Conference event using the PTA scheduler, you will need to follow these steps: 1.  INTEGRATE WITH SKY API , SET UP  YOUR ACCOUNT, AND SET UP  EVENT   You will need to create your conference event and name it appropriately for your conference (ex. Fall 2026 Conferences). You will also need to adjust the settings on your account for the Blackbaud SSO.  2.  EXPORT YOUR DATA Our system will need information from your school to identify the students, the teachers, the classes taught by each teacher, and the enrollment in each class. You will need to export this data from Blackbaud. Once you have exported your data, you should view the data in the Admin UI and verify that it has been imported correctly. 3.  CREATE SLOTS FOR THE EVENT After verifying your data, you can create the time slots (including the date(s), times, and duration of appointments). 4. CREATE THE SSO Create the SSO - new schools This page is for new schools that do not currently have a pickAtime  /  Blackbaud integration and need to create their SSO link. Create the SSO - current schools This page is for schools that already have a pickAtime / Blackbaud integration and simply need to update their SSO link. 5. CONFIGURE SETTINGS Appointment Settings There are several appointment settings that you can modify for the specifics of your event. Configure Email (optional) The pickAtime system offers the capability of sending out email confirmations and email reminder notices. You may choose to modify the default settings for these emails. 6.  TURN IT ON  and  TEST THE SCHEDULER Once your data is complete in the system and you have created the appointment time slots, you can turn on the display of the appointment booking web page. Setup Account Integrating with BLACKBAUD SKY API Prior to connecting to pickAtime in the SKY API please be sure that you have a pickAtime account for your school. If you do not you can create a pickAtime account  here.  Ensure that your school meets the  prerequisites  for the SKY API as defined by Blackbaud.   There is also a $350 annual integration fee.  Connecting the pickAtime app.  In Blackbaud.com, click on  Marketplace Search for PickAtime Select pickAtime in the search results. Click 'Connect' button. Click ' Go To Application Website ' Next Steps Once you have created a new pickAtime account (or currently already have one) and have connected to SKY API you will want to update your  Account Settings  and begin  Setting up Your SSO . Account Settings Select Login from the pickAtime home page and log in with your email address and password to your pickAtime account. Select the  Global Setup /   Business  page. Locate the  Single Sign On  section (Advanced options) and ensure that  the  SSO Provider  pull-down is set  to Blackbaud.  The SSO Login URL is used  to redirect participants to a login page after their session expires, to allow them to access the system again. This URL should be to your portal or website. The SSO Secret Key is  provided by Blackbaud  while you are  setting up the Single Sign-On  for your school's account.  If you intend to utilize the SKY API Importer be sure to click that option. **Doing this will remove the Account URL from the account. This is because when using the Blackbaud integration parents and students will be accessing the school's account via the Blackbaud resource tile.** Create Your Event When you first log in to your account from the pickAtime home page, you will be in the Admin tool and on the  Event Reporting page.  Select the  Events/Preview   button on the Admin UI sidebar (left side).  Click on the  ’Add’ button. Enter a name for your event, for example, "Fall 2026 Conferences." Select the type of  PTA If you have previously used pickAtime, you will then have a pull-down where you can select a template from one of your previous events. The template will determine the starting settings (from the UI Setup, CUI Messages, and the Notifications Setup pages) for your event. Select the event time zone. Optionally, you can add the Date and Location for your event. You will then see a row listed for your event. The date and location column can be left blank. They are used to differentiate between the different events when more than one event is available. The date field is simply a label. If your conference has multiple dates, you can list all dates in this column, or you can leave it blank. For any event, you can also use the Event Details box on the screen to fill in any event-specific information that you may want to use in the display of your scheduler or in your emails for this event. Any text that you add in the Event Details box will be available as a macro field that you can use in your CUI Messages or in your Notifications Setup. The macro for the Event Details is $(E_DESCRIPTION). If you've used the system before and you will be importing new data, you can now delete the previous event(s). To delete an event, click on the ‘Delete’ button. Doing so after you have created the new event will allow you to use your previous conference event as a template for your new conference event. Please also confirm that your new event is of type PTA. Export your Data In the Admin UI tool, select the  Importer  on the sidebar.  Click Sign in to Blackbaud.  **SKY API requires at least one admin user to be authenticated with  Blackbaud ID , has one of the following roles ('Academic Group Manager', 'Schedule Manager', or 'Platform Manager'), and  the SKY API Data Sync role.** To import Advisory data, you must also have the role of Advisory Group Manager. Click Authorize. You are now set up! Select your event, Import Type, Event, and Term, Import There are 3 different import options.  To import Academic data for  Parent Teacher Conferences , you would do an  Academic  data import . Select the import type of  PTA event . Select a specific event to import the class and enrollment data to. Select  Academics  from the Offering type. Select a specific Term ID. To import Advisory data for Advisory-only conferences, you would do an Advisory data import .       NOTE : If you remove teacher/class/student data in pickAtime, please be aware that the next time you do a data transport into your event from Blackbaud, the data will be added back in. We suggest that you change the class slot type to ' hidden ' instead of completely deleting unwanted classes. This way, classes would not get reimported during subsequent manual imports or auto-sync. To import parent data for an Admission  event, you would do an Admissions import .  This import offers a Parent Type selector, allowing Admin to select either the Parent of Incoming or Parent of Candidate or both. NOTE: The   Admission  import will include contact records with roles:  Parent of Candidate ;  Parent of Incoming Student . NOTE: Contacts imported via admission import do not have the Resource Board on their end. IMPORTANT NOTE: If your school does not have Academic data with Blackbaud, you will want to do an import of a teacher file, a class file, and an enrollment file. To do this, you will need to toggle off the Blackbaud SKY API importer. Go to the Global Setup / Business Setup  page,  Single Sign On section, and uncheck the  Use SKY API Importer  option.  Then, create and import your data files . View Your Data Once you have imported your data, you should go to the Class Editor  page to confirm that your data is correct. From the Admin UI on the  Events Preview page,  select your event from the list and click on the   button. Select the  Class Editor  tab. This tab will display your list of teachers. If you select a teacher's name from the left-hand side, then you will see the list of classes for the teacher. See the  Modifying Teacher or Room Data  section of the manual to add or remove teachers.  Clicking on a class will bring up the list of students in that class.  NOTE : If you would like to view the data in class order, check the box on the far right-hand side, "show only classes." See the  Moving a Class  section to move a class and see the  Modifying Enrollment Data  section to add or remove students from classes. Creating Time Slots Create Slots Function The Create Slots function is used to generate appointment dates, times, and appointment durations for your event. Accessing the Create Slots Function Navigate to Events / Preview from the navigation menu. Select your event from the list. Click the Appointments button. Select the Appointments tab. On the left-hand side of the page, you will see a calendar. Select the date you would like to create slots for. If your event spans multiple days, begin with the first date. On the right-hand side, you will see a list of your teachers/resources. If all teachers will use the same schedule, you do not need to select individual teachers.  If teachers will have different schedules, select the teacher(s) you would like to create slots for before continuing. Slot Menu Options The Slots drop-down menu includes the following options: Create Slots Delete Time Slots Update Slots Copy Slots Move Slots Select Create Slots to open the Slot Generator window. Creating Appointment Slots Step 1: Select Teachers Choose whether the slots should be created for: Selected teacher(s) only All teachers/resources Step 2: Configure Time Settings From - Enter the start time of the first appointment slot. To - Enter the ending time of the final appointment slot for the day. Duration - Enter the length of each appointment in minutes. Travel Break - Optionally enter a break duration between appointments. Example: Duration: 10 minutes Travel Break: 5 minutes This creates: 8:00–8:10 8:15–8:25 8:30–8:40 etc. Appointment Types Select the appointment format you would like to offer. In-Person Parents will receive the room/location information in their confirmation and reminder emails. Slots display with a P indicator. Virtual Parents will receive the virtual meeting link in their confirmation and reminder emails. Slots display with a V indicator. In-Person or Virtual Parents may choose either meeting format during scheduling. Slots display with a PV indicator. Slot Types Select how the slot should appear to parents. Visible for Customer - The slot is visible and available for booking on the Online Scheduler (CUI). Hidden from Customer - The slot is hidden from parents but remains visible in the Admin UI. This can be used for reserved appointments. Shown with “Call” Status - The slot is visible, but parents are instructed to contact the school directly when selecting the appointment. Make Unavailable - The slot appears in the Admin UI but cannot be booked online. This is commonly used for: Lunch breaks Planning periods Meetings Staff availability blocks You may optionally enter a custom message for unavailable slots. Maximum Appointments Per Slot Use the Maximum allowed appointments per slot field to determine how many appointments can be booked during each time slot. This is commonly used for: Group sessions Open lab hours Multi-family events Camp or roster scheduling Creating Multiple Days of Slots If multiple days will use the same schedule: Enable the Multiple Dates option Select the additional dates Create slots for all selected dates simultaneously If each day has a different schedule: Create slots for the first day Select the next date from the calendar Repeat the slot creation process Creating Different Schedules for Different Teachers If teachers/resources require different schedules: Select the teacher or group of teachers Create their slots and click save Select the next teacher/group Repeat as needed To select multiple teachers: Hold the Ctrl key while selecting additional names. Continue this process until you have a group of teachers collected that you would like to create the same time slots for. Note that if you have created the same slots for all your teachers, you will not see the individual slots displayed unless you select one of the teacher names (from the right-hand side). This allows you to create identical schedules for selected groups of teachers/resources. Viewing Teacher Slots If slots are created for all teachers at once, individual appointment slots may not immediately display. To view a specific teacher’s slots: Click on the teacher’s name from the right-hand panel Time Increment Display The time increments displayed on the Appointments page automatically adjust based on your slot durations. Examples: 10-minute slots → 10-minute display increments 15-minute slots → 15-minute display increments If multiple slot durations exist, the display will use the lowest common denominator. Example: 10-minute slots 15-minute slots Result: Display increments become 5 minutes To manually adjust display increments: Navigate to Settings / Vendor UI Setup Modify the Draw Time Every setting If using Travel Breaks, you may also want to adjust this setting to align with your break duration. Important Notes: Create Slots Does Not Replace Existing Slots The Create Slots function only adds new slots. It does not automatically overwrite or remove existing slots. Example: Existing slots: 8:00 AM – 12:00 PM Desired schedule: 9:00 AM – 12:00 PM You must either: Delete the unwanted 8:00 AM – 9:00 AM slots Or delete all slots and recreate the schedule Updating Slots The Update Slots feature will allow you to update the characteristics of existing slots. This feature will allow you to: Change appointment types Increase or decrease the maximum appointments allowed per slot Hide slots from parents Make slots unavailable Convert in-person appointments to virtual appointments, or vice-versa Note: The Update Slots feature does not change the start time, end time, or duration of existing slots. Accessing Update Slots Navigate to Events / Preview from the navigation menu. Select your event from the list. Click the Appointments tab. Choose the appropriate date from the calendar on the left-hand side. Select the teacher/resource name on the right-hand side. Select the Appointments drop-down menu. Select Slots /Update Slots . This will open the Slot Updater dialog box. The dialog box will allow you to enter a range of times. You will have several options for making changes to an existing slot. The "Keep existing slot type on slots being updated" checkbox allows you to change the appointment type (i.e., from in-person to virtual) without changing the slot type. It is very helpful if all teachers have already blocked their schedules. Update Slots will only change the characteristics of existing slots. It does not change the duration, start, or end time of existing slots.  Removing Slots -  individual scheduling exceptions The Delete Time Slots feature allows you to remove existing appointment slots for: Individual teachers Specific times Entire groups of teachers/resources This is commonly used for: Lunch breaks Staff meetings Schedule changes Teacher absences Emergency closures Accessing Delete Time Slots Navigate to Events / Preview from the navigation menu. Select your event from the list. Click the Appointments tab. Choose the appropriate date from the calendar on the left-hand side. Select the teacher/resource name on the right-hand side. Select the Appointments drop-down menu. Select Slots > Delete Time Slots. This will open the deletion dialog box. The dialog box will ask you for details on the deletion. Please read carefully to ensure that you are only deleting slots on the correct date/teacher/time combination. You will be able to delete all slots that occur at that time for all teachers. For example, if you want to schedule a lunch break for all teachers, you could enter the start and end times of the lunch break and delete any slots during that time.  You can also create breaks by using the  Update Slots feature.   IMPORTANT NOTE:  If you are deleting slots with appointments on them, a second dialog box will come up. This dialog box will provide you with several options for the appointments that are on your soon-to-be-deleted slots. You will have the option of not canceling the appointments. As the slots will be deleted, these appointments will be moved to the red Appointments List . From here, you will need to attend to these appointments by either deleting them from the red Appointments List  or by recreating the appointment slot. This red  Appointments List  is a holding area for "problem" appointments. You will have the option of canceling the appointments and not sending a cancellation email. You will have the option to cancel the appointment and send a cancellation email. The cancellation email that you have set up in the  Notification Setup section will display, and you will be able to edit this or send it as is. Best Practices Use Update Slots for temporary availability changes whenever possible. Use Delete Time Slots only when appointment slots should be permanently removed. Review deletion settings carefully before confirming changes. If appointments already exist, determine whether parents should receive cancellation notifications before proceeding. Blocking Slots How to Block a Slot Navigate to the Appointments page in the Admin UI. Locate the appointment slot you would like to block. Click the X in the corner of the slot. The slot will: Turn red Display the message Blocked You may leave the default message or replace it with a custom message, such as: Lunch Break Staff Meeting Unavailable This slot will then not be displayed on the scheduling page to your parents. At any time, you can "unblock" the slot by clicking on the x in the corner and returning the slot to blue with the word Available listed in the slot. Blocked Slots will display on your reports when the "show all slots" option is checked. As an alternative to blocking slots, you can always delete slots. Blocking Slots vs. Deleting Slots Blocking Slots Temporarily removes availability Preserves the original slot structure Can easily be reversed Recommended for short-term schedule changes Deleting Slots Permanently removes the slot Requires recreating the slot later if needed Recommended for permanent schedule adjustments In most cases, blocking slots is the preferred option for temporary scheduling changes. Changing Slot Start Times, End Times, or Duration If you need to modify: Slot start times Slot end times Appointment durations You must first delete the existing slots before creating new ones. The Create Slots feature does not overwrite or replace existing appointment slots. Example Existing Schedule: 10-minute slots 8:00 AM – 2:00 PM New Desired Schedule: 10-minute slots 9:00 AM – 1:00 PM You cannot simply create the new schedule on top of the existing slots. Instead, you must either: Delete only the unwanted slots 8:00 AM – 9:00 AM 1:00 PM – 2:00 PM OR Delete all existing slots Recreate the entire schedule using the new times Best Practices Use Blocking Slots for temporary schedule changes. Use Delete Time Slots for permanent scheduling changes. Review existing appointments before deleting slots. Recreate slots only after unwanted slots have been removed. Move Slots The  Move Slots  feature will allow you to move all your slots and appointments (if any) to a new date. This feature is commonly used when: A conference day changes A school closure occurs Teachers become unavailable Events need to be rescheduled The  Move Slots button will bring up a dialog box where you can enter a destination date for your slots and appointments to be moved to. You will have the option of sending an explanation email to all parents with an appointment. You also have the option to move the slots only for a selected teacher or teachers. Accessing Move Slots Navigate to Events / Preview from the navigation menu. Select your event from the list. Click the Appointments tab. Choose the appropriate date from the calendar on the left-hand side. Select the teacher/resource name on the right-hand side. Select the Appointments drop-down menu. Select Slots > Move Slots.  This will open the Move Slots dialog box. In the Move Slots dialog box: Select the destination date Choose whether to: Move slots for all teachers/resources Move slots only for selected teachers/resources Confirm the move All selected slots and any associated appointments will be transferred to the new date. When slots are moved: Existing appointments are transferred to the new date Parent scheduling information remains attached to the appointment Appointment times remain the same unless otherwise adjusted Important Note : New calendar notification emails will not be sent, so participants should be advised to update any calendar entries they have set. Parent Notification Options If appointments already exist on the slots being moved, you will have the option to send an informational email to affected parents. This email can be used to explain: Why the event was rescheduled The new appointment date Any additional instructions Best Practices Send notification emails whenever appointments are moved. Clearly explain why appointments were rescheduled. Encourage parents to verify their updated appointment dates and times. Review the new schedule after moving slots to ensure all appointments transferred correctly. Copy Slots The  Copy Slots feature will allow you to copy one day of slots to another day. You can also selectively copy slots from one teacher to another teacher. The Copy Slots feature allows you to duplicate existing appointment slots from one date or teacher/resource to another. This is useful when: Multiple conference days use the same schedule Teachers share identical availability You want to quickly recreate schedules without manually rebuilding slots Common Uses for Copy Slots Copy One Day to Another Day Example : Copy Monday’s conference schedule to Tuesday Copy Slots Between Teachers Example : Copy one teacher’s availability setup to another teacher/resource Reuse Standard Scheduling Templates Example : Recreate standard office hours or conference blocks across multiple days Accessing Copy Slots Navigate to Events / Preview from the navigation menu. Select your event from the list. Click the Appointments tab. Choose the appropriate date from the calendar on the left-hand side. Select the teacher/resource name on the right-hand side. Select the Appointments drop-down menu. Select Slots > Copy Slots This will open the Copy Slots dialog box. Copying Slots In the Copy Slots dialog box: Select the destination date Optionally select destination teacher/resource(s) Confirm the copy action The selected slots will be duplicated to the new location. Important Notes Copy Slots duplicates the slot structure and settings. Existing appointments are not copied. Slot visibility, appointment type, and availability settings are preserved during the copy process. Best Practices Use Copy Slots to save time when building large schedules. Verify copied schedules after completion. Review teacher/resource selections carefully before copying slots. Use Move Slots instead of Copy Slots when appointments must also transfer to a new date. FAQ on Creating Slots I created slots on the wrong date On the Appointments page, select the Slots drop-down and then select the Move Slots option. This will allow you to move all slots (and any appointments) to a new date. You will have the option to send an email to any appointment holder whose appointment was moved.  My slots are 20 minutes in duration, but I wanted a 30-minute break for lunch If your break will not have the same duration as your slots or is not a multiple of your slots (e.g. you have time slots of 20 minutes, and you want a 40-minute break), you will need to create your slots in sections. First, create the slots BEFORE your break time, and then create your slots AFTER your break time.  Why are some of my slots grey? Grey time slots indicate that the teacher is booked elsewhere and is not available at that time. Either the teacher is having meetings as part of a team, or the teacher has booked her own appointments in her role as a parent. If you click on the grey time slot, a message will display telling you where the teacher is booked. Why are my time slots yellow?  Yellow indicates that the time has passed. I created time slots with the wrong duration, but my parents have already booked appointments. Time slots can not be changed from one duration to another. If you need a different duration than what you originally created, you will need to delete your time slots with the incorrect duration and create new time slots with the correct duration. When you delete the time slots, the system will ask you what you want to do with the appointments. You can cancel them and send an email to each customer requesting that they rebook their appointment. Or you can put the appointments "on hold" and then cancel and manually rebook each appointment.  After selecting the  Delete Time Slots option, you will see a new dialog box telling you the number of appointments on your soon-to-be-deleted slots: The default option is set to move the appointments to a holding area on the  Appointments List page. If you choose this option, you will have a list of the appointments that you need to either cancel or cancel and rebook. FAQ on Creating Slots I created slots on the wrong date On the  Appointments  page, select the  Slots  drop-down and then select the  Move Slots  option. This will allow you to move all slots (and any appointments) to a new date. You will have the option to send an email to any appointment that is being moved.  My slots are 20 minutes in duration, but I want a 30-minute break in the middle If your break will not have the same duration as your slots or is not a multiple of your slots (e.g., you have time slots of 20 minutes, and you want a 40-minute break), you will need to create your slots in sections. First, create the slots BEFORE your break time, and then create your slots AFTER your break time.  Why are some of my time slots grey?  Grey time slots indicate that the teacher is booked elsewhere and is not available at that time. Either the teacher is having meetings as part of a team, or the teacher has booked her own appointments in her role as a parent. If you click on the grey time slot, a message will display telling you where the teacher is booked. Why are my time slots yellow?  Slots are displayed in yellow when the time has passed.  I created time slots with the wrong duration Time slots can not be changed from one duration to another. If you need a different duration than what you originally created, you will need to delete your time slots with the incorrect duration and create new time slots with the correct duration.  I created time slots with the wrong duration, but my customers have already booked appointments.  Time slots can not be changed from one duration to another. If you need a different duration than what you originally created, you will need to delete your time slots with the incorrect duration and create new time slots with the correct duration. When you delete the time slots, the system will ask you what you want to do with the appointments. You can cancel them and send an email to each customer requesting that they rebook their appointment. Or you can put the appointments "to the red list" and then cancel and manually rebook each appointment.  After selecting the  Delete Time Slots option, you will see a new dialog box telling you the number of appointments on your soon-to-be-deleted slots The default option is set to move the appointments to a holding area on the  Appointments List page. If you choose this option, you will have a list of the appointments that you need to either cancel or cancel and rebook. Configure Settings Appointment Settings On the   UI Setup  ( Events Management, Settings / UI Setup ) page, you can adjust various settings specific to your event. From the Admin UI on the  Events / Preview page, select your event .  Click on the   button to open the Event Management page. Select the  Settings  tab and then the  UI Setup  tab. Scheduler Availability Open scheduler to customers on - Enter the date and time that you would like the scheduler to open to your parents. Close scheduler to customers on  - Enter the date and time that you would like the scheduler to close for your parents. Check the box allow Admins access to the CUI at all times to allow Administrators access to the parent scheduling page when the scheduler is not open to your parents. When this box is checked, when you log into the Online Scheduler, you will see a page that says that the event is closed to parents but not to admins.  Scheduler Display Display in a Condensed/Expanded mode -   pickAtime offers both  Condensed  and  Expanded  scheduler views, so users can choose the experience that works best for their scheduling style and screen space. Condensed View -  Best for users who want to see more availability with less scrolling. The Condensed view uses variable time steps, creating a cleaner and more compact layout. This option is helpful for smaller screens or users who want to quickly browse open times without focusing on exact interval spacing. Expanded View -  Best for users who prefer a traditional scheduling layout with fixed time increments. Expanded view displays fixed time slots in consistent intervals, making it easier to visually search for appointments of a specific length or compare gaps between appointments. This view closely matches the classic scheduler experience and can be preferred by long-time users familiar with the original CUI. Users can switch between views at any time using the toggle button located in the top-left corner of the scheduler. Display multiple dates with a Paginator or a Calendar . The Paginator option will allow the parent to see multiple dates on the same page. The Calendar option will display one day at a time to the parent, with a small calendar displayed where the parent can select a different date. Appointment Number Limits Maximum Appointments per Event - This allows you to limit the number of allowed appointments per event.  Maximum Appointments Per Resource per Day -  Allows you to set a limit of how many appointments per resource can be booked on any day. For example, you can create 15 slots on a day, but set this to 10. As soon as the 10th appointment is booked at any time on that day, no more appointments can be booked. One appointment per teacher (regardless of the number of classes that have that teacher) -  If this box is checked, then the parent will only be able to schedule one appointment with the same teacher, even if their student has more than one class with that teacher. One appointment per class (regardless of the number of students enrolled in the class) - If this box is checked, then the parent will only be able to schedule one appointment for the same class, even if they have multiple students enrolled in the same class.  Allow back-to-back - If the "allow back-to-back" is not checked, the system will  not  allow a parent to make an appointment immediately following their previous appointment unless the two appointments are with the same teacher. This setting is used to prevent parents from making appointments with two teachers one after the other, so that parents will have time to travel from one appointment to the next. The system allows back-to-back appointments when the two appointments are with the same teacher, regardless of this setting. It will also allow back-to-back appointments when travel breaks have been added. Appointment Cancellations Customer cannot cancel their appointment closer than x hours/days/weeks. - If you want to prevent participants from canceling their appointment within some amount of time before the appointment, alter this setting. Set this to 0 if you don't care if participants cancel a minute before they show up. Set this to a large value if you don't want them to be able to cancel the appointment.  NOTE : Closing your scheduler does not prevent participants from canceling an appointment.  Close Appointment Booking Close Appointment Booking - Allows you to make slots become unavailable some amount of time before the appointment. There are 3 options. Close appointment booking at XX time XX days before the appointment date. Close appointment booking XX hours before the appointment time. Close appointment booking XX hours before the first appointment time of the day.  Scheduler Display Limits Display X weeks of slots  xxx slots on the scheduling page - This setting determines how many days or weeks are shown on the Customer User Interface at one time. Teacher Display The display room   will show the room on the CUI. Separate legend for each child (Regular PTA only) - Allows you to have the option of a separate legend per child.  Display class names - This will show the class names on the CUI.  Teacher's Group Name Sort by Group Name - This section allows you to group your teachers. For example, you might want to group all your Lower School teachers, and then have a grouping for Middle or Upper School teachers. Enter your group names in this section, then go to the Appointments page on the right hand side you can see the list of teachers. There is the Group Name column you can select a category from a drop-down, so would assign each teacher to a Group. Advanced Settings Online Meeting Provider - Use 'X' for online meetings.  Select from the drop-down menu which Online Meeting Provider you want to use for this event.  Multiple Appointment Booking -  Allow a parent to make conflicting appointments for themselves If this box is checked, the parent will be able to make more than one appointment at the  same  time.  Appointment Changes   Allow customers to see and cancel past appointments  - Check this box to allow your customers to see and cancel past appointments   Don't allow customers to change appointment time - Check this if you do not want the participant to have the option to change the time of their appointment. Notification Setup The  Notification  Setup  tab in the Settings section: Send confirmation email - Check this box if you would like a confirmation email sent after the appointment is made. This is generally left unchecked for schools. Reply To Email   - Enter an email address in this box, and you will receive a reply when your customer selects "reply" in the confirmation, reminder, or cancellation emails. If you leave this blank, any replies will receive an automated email response directing them to contact the scheduling organization.  Send Reminder Emails - Select Add and enter the time (in hours) prior to the appointment that you would like an email reminder to be sent. You can add multiple times. The duplicated values are not allowed and would be removed automatically. There are two ways reminder emails are sent: If the ' Replace the Email Body with the Printable Schedule of Appointments ' option is turned on, all your appointments will be grouped into one reminder email, sent a set number of hours before your first scheduled appointment. If you have appointments on multiple days, you will get a reminder email each day, listing all your upcoming appointments. For example, if reminders are set for 24 hours and 12 hours before the appointment time, you'll get two reminder emails, 24 and 12 hours before your first scheduled appointment. If the ' Replace the Email Body with the Printable Schedule of Appointments ' option is turned off, you will get one reminder email for all appointments booked within the same hour. For example, if you have appointments at 9:00 AM, 9:15 AM, and 9:30 AM, they will be grouped into one reminder email. If you book more appointments at 10:15 AM and 10:30 AM, you will get two separate reminder emails: one for the 9:00 AM, 9:15 AM, and 9:30 AM appointments, and another for the 10:15 AM and 10:30 AM appointments. Confirmation Email / Cancellation Email / Reminder Email / Custom Email / Follow-up Email   - Allows you to toggle between the email types: Confirmation Email, Cancellation Email, Reminder Email, Custom Email, and Follow-up Email.  Subject  - Allows you to change the text in the subject line of the email. Header  - Allows you to change the text in the header line of the email. Body  - Allows you to change the text in the body of the email. Replace the Email Body with the Printable Schedule or Appointments   - Allows   you to have the option to include the "printable schedule" as the body of the email on the Confirmation and Reminder  emails . The printable schedule is a table that summarizes all the appointments a parent has booked. When you check this box, your email will contain the header text, the printable schedule, and the footer text.  Footer  - Allows you to change the text in the footer of the email.  Subject for combined email - When a combination email will be sent, for example, when an appointment is canceled and immediately rescheduled, the text here will be in the subject line of the combined email.  Recommended Option On the Confirmation and Reminder emails, you have the option to insert the printable schedule or appointments as the body of the email. The printable schedule or appointments is a table that summarizes all the appointments a parent has booked. To include this option, check the "Replace the Email Body with the Printable Schedule or Appointments" box. When you check this box, your email will contain the Header text, the printable schedule, and the Footer text. See the CUI Messages / Print Schedule section for the formatting of the printable schedule.  The format of the table of appointments that is included is referred to as the printable schedule, as this table will be the same as the table a parent would see if they clicked on the Printable Schedule link on the parent scheduling page. The information included in this table is set on the  Settings /CUI Messages page under the Print Schedule section. When the "printable schedule or appointments" option is selected, one email will be sent containing the schedule of appointments made by the parent. The parent will not receive one email per appointment booked. Configure CUI The pickAtime system allows you to customize many of the display settings that your parents will see when booking appointments.  To modify the CUI Messages: From the Admin UI select the  Events / Preview  option on the dashboard. Then select your event from the list and click on the   button .   Select the  Settings  tab and then the  CUI messages  tab .   On the left-hand side you see many different labels that you can optionally modify. When you select a label the right-hand side will display the text that will show up on the CUI. The text on any of these labels can be changed.  To edit the title on the login page for your scheduler, select Login page / Login message at the top* and edit the text on the right-hand side.  To add a logo to your scheduler, go to the Global Setup/Business page, Account Logo section. select  Other / Account Logo* . Click on the Insert/Edit Image icon and then select  Insert image .  Note : to edit (or view) the HTML, select the HTML icon (<>) on the toolbar. Turn it On and Test the Scheduler From  the   Admin UI   on the  Events Preview  page, select your event .  Click on the   button to open the  Event Management  page. Select the  Settings  tab and then the  UI Setup  tab. To turn on the online scheduler so parents can use the website and schedule appointments, modify the  “Open scheduler to customers on ”  and the  “Close  scheduler to customers on ” Any days that you want to make available for parents to schedule appointments should be within the start and end date specified. To allow yourself (and other Administrators) access to the scheduler when it is closed to your parents, check the box " allow Admins access to the CUI at all times ". Create the SSO - new schools PickAtime can be used to create a direct link (via Single Sign On) from the Blackboard Resource Board to the Parent Teacher Conference event for your parents. For quick access on how to build a Resource Board, visit Blackbaud’s Helpfile on  Resource Board .   This page is for new schools that do not currently have a pickAtime  /  Blackbaud integration and need to create their SSO link. If you are a current pickAtime school that has been using the pickAtime  /  Blackbaud integration and needs to change to the SKY API, please click here .  You can also watch our video on  Setting Up Your School's Single Sign On. Part 1: Establish the Single Sign On (SSO) between Blackbaud and pickAtime This step requires you to copy a  Redirect URL  from pickatime to your Blackbaud account. You will then copy your  Secret Key from Blackbaud to your pickatime account. You will need to log in to both accounts to copy and paste between them.  First, log in to your pickAtime account and go to  Global Setup / Business , select  Show Advanced options , then under the  Single Sign On Options , select Blackbaud as your SSO Provider. You will see a  Redirect URL listed. Copy this redirect URL, as you will need to paste this to your Blackbaud settings in the following steps.  On your Blackbaud account, as a platform manager, navigate to  Core, Security, Authentication settings, SSO Settings Select  Add new . Enter a  Name  for your new SSO.  When you click Save, the Slug  is generated based on the name you enter. Enter your  Redirect URL  (what you had previously copied from your pickatime account in step 1).    This is the external URL where the user will be sent with a token from a valid session from Blackbaud Education Management. Be sure to include the  {token}  placeholder (include the curly braces). To allow impersonation, select  Allow impersonation .  Save  your settings.  Select to  edit  the item you just created.  Select and copy the  Secret Key  from the dialog box.  Tip: Your Secret Key is 88 characters - it is longer than the field, so be sure to select the entire key. Triple-click on the text field to select the whole string. Return to your pickatime account, and again go to Global Setup / Business page , select  Show Advanced Options , and under the  Single Sign On Options , paste the Blackbaud  Secret Key  to the SSO Secret Key box. You have successfully made the connection between Blackbaud and pickAtime. You will now want to ensure that your school has a Blackbaud Resource Board tile that points to pickatime.  Part 2: Add the SSO link to a resource board From  SSO Settings , copy the URL next to the SSO item you created. You'll need this in an upcoming step. As a platform manager or content editor, navigate to  Core, Content, Additional content types, Links. Select  Add new category .  Name your category Save & add link .  Enter the  Title .  In the URL field, combine your school's app URL (i.e., https://SCHOOLNAME.myschoolapp.com ) with the URL segment from the first step (i.e., /app/sso/auth/test-sso ), replacing the last part, which is the slug. https://SCHOOLNAME.myschoolapp.com/app/sso/auth/SLUG   Save Go to  Core, Content, and Resource boards . Next to  View boards , choose the appropriate role (security group) such as parent. Select  Add post , Enter the  Title ,  Description , and add a  Cover photo .  For the Post cover, go to select the  Direct link . Select  Category  and find the category you created in the previous steps. Select  Link  and choose your SSO link Save .  Create the SSO - current schools PickAtime can be used to create a direct link (via Single Sign On) from the Blackboard Resource Board to the Parent Teacher Conference event for your parents. For quick access on how to build a Resource Board, visit Blackbaud’s Helpfile on  Resource Board . This page is for schools that already have a pickAtime / Blackbaud integration and simply needs to update their SSO link.   If you are a new school that does not currently have a pickAtime / Blackbaud integration and needs to create their SSO link, please click here . Watch our video on   Setting Up Your School's Single Sign-On. To configure the Single Sign On (SSO) for your school account, please do the following: Part 1: Establish the Single Sign On (SSO) between Blackbaud and pickAtime This step requires you to copy a  Redirect URL  from pickatime to your Blackbaud account. You will then copy your  Secret Key from Blackbaud to your pickatime account. You will need to log in to both accounts to copy and paste between them.  First, log  into your pickAtime account and go to  Global Setup / Business , select  show Advanced options , then under the  Single Sign On Options , select Blackbaud as your SSO Provider. You will see a  Redirect URL listed. Copy this redirect URL, as you will need to paste this into your Blackbaud settings in the following steps.  On your Blackbaud account, as a platform manager, navigate to  Core, Security, Authentication settings, SSO Settings Select  Add new . Enter a  Name  for your new SSO.  When you save, the Slug  is generated based on the name you enter. Enter your  Redirect URL  (what you had previously copied from your pickatime account in step 1).    This is the external URL where the user will be sent with a token from a valid session from Blackbaud Education Management. Be sure to include the  {token}  placeholder (include the curly braces). To allow impersonation, select Allow impersonation .  Save  your settings.  Select to  edit  the item you just created.  Select and copy the  Secret Key from the dialog box.  Tip: Your Secret Key is 88 characters - it is longer than the field, so be sure to select the entire key. Triple-click on the text field to select the whole string. Return to your pickatime account, and again go to  Global Setup / Business page , select  show Advanced Options , and under the  Single Sign On Options , paste the Blackbaud  Secret Key  to the SSO Secret Key box. You have successfully made the connection between Blackbaud and pickAtime. You will now want to ensure that your school has a Blackbaud Resource Board tile that points to pickatime.  Part 2: Update your Resource Board From  SSO Settings , copy the URL next to the SSO item you created. You'll need this in an upcoming step.  As a platform manager or content editor, navigate to  Core, Content, Additional content types, Links . Locate your current pickatime link and click on it.  Click on the edit icon, locate the link destination and then click  Change . Select the  Link / URL  option I n the URL field, combine your school's app URL (i.e., h ttps://SCHOOLNAME.myschoolapp.com ) with the URL segment from the first step (i.e., /app/sso/auth/test-sso ), replacing the last part, which is the slug. https://SCHOOLNAME.myschoolapp.com /app/sso/auth/SLUG Save Test the SSO URL To allow impersonation, navigate to  Security, Authentication settings, SSO settings . Edit the  SSO link settings  to allow impersonation. ​ Under your profile menu, select the Impersonate User  option.  Blackbaud will allow you to find a user to impersonate. Ensure that this user is in pickAtime as well (note that the User IDs in Blackbaud tell pickAtime what role that User has). Once you are impersonating a user, go to their Resource Board. Click the pickAtime link to access the event. Notes: The relevant boards must be selected to see the  SSO link post in the Resources tab. Note that when manually adding new users to pickAtime, pickAtime requires First / Last Name, Email, and the user's teacher or parent ID. For additional information on SSO within the Blackbaud system, please review the SSO Tutorial  from Blackbaud.