Blackbaud User Guide

• Introduction
• Admin UI
• Information for Previous Users
• Setup Steps
• Blackbaud Checklist
• Setup Account
• Creating your SSO
• Export your Data
• Creating Time Slots
• Configure Settings
• Turn it On and Test the Scheduler

Introduction

PickAtime is an award-winning, Blackbaud-approved partner providing online scheduling solutions for schools and organizations across the United States, Canada, and globally. Our products help schools easily schedule parent-teacher conferences, school tours, admissions evenings, interviews, counseling appointments, school fairs, and more.

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Our Blackbaud Integration

The integration has two components:

1. Single Sign-On for parents — Parents can access the pickAtime Online Scheduler directly from the Blackbaud Resource Board, via a pickAtime tile.
2. Automated data transfer — School data (students, parents, teachers, classes, and enrollment) transfers automatically from Blackbaud into your pickAtime account. When parents click the conference scheduling link in your school portal, they'll immediately see their students' teachers and that group's live availability.

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Pricing note: In addition to pickAtime's standard per-teacher rates, there's a $350 annual Blackbaud integration fee — billed directly by pickAtime, since this is a fee Blackbaud charges us.

Admin UI

When you first log in to your pickAtime account, you will automatically land on the Administrative User Interface, with the Event Reports displayed by default.

Profile & Sidebar Navigation

• Profile Settings: In the top-left corner, your name is displayed. Click the back arrow (<) to edit your profile, change your password, or log out.

• Minimize Sidebar: Click the "X" in the green ribbon to collapse the sidebar and expand your workspace.

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• Multi-Account Users: Use the Vendor drop-down menu to toggle between different accounts.

Left-Hand Navigation Menu

• Reports: View both account-wide and event-specific data.

  • Account Reports: Select this button to view billing and global data.

  • Event Reports: Select this button to view data for specific events. Use the Event drop-down to switch between events, and the Report drop-down to switch between specific report types. (See the Reports section for more details).

• Events Preview: Create, view, and manage your scheduled events.

• Appointments List: View all upcoming appointments globally, or filter them by date/event. From this page, you can delete appointments and send one-off emails to participants.

• Contacts: Manage all users linked to your account (Administrators, Teachers, Parents, and Students).

  • Students: View their enrolled classes.

  • Parents: View scheduled appointments, history logs (bookings, cancellations, emails sent), or manually reset parent passwords.

  • Teachers: View and adjust administrative access levels.

• Importer: Upload your roster and data files.

• Global Setup: Manage your sitewide configurations across two tabs:

  • Business: Update your school’s name, address, and core account settings.

  • Contacts: Create custom prompts and forms for parents to complete when they first register on your scheduling site.

• Calendar Sync: Authorize administrators to sync their Google and/or Outlook calendars with the platform.

• Online Scheduler: A quick-access link to the live booking page (also known as the Customer User Interface or CUI).

• Add New Account: Opens a new window to set up a brand-new business or sub-account.

• User Manual: Opens the comprehensive Online User Manual in a separate window.

• Tour This Page: Launches an interactive, step-by-step guided walkthrough with helpful on-screen popups.
  

Information for Previous Users

Setting up a new event

If you've used pickAtime before, you don't need to create a new account — simply create a new event under your existing account (e.g., "Parent Teacher Conferences 2026").

Recommended order:

1. Create the new event first.
2. Delete the old event afterward, if you're not reusing its data.

Creating the new event before deleting the old one preserves your settings — UI Setup, Notification Setup, and CUI Messages — by carrying them over.

⚠️ Don't simply rename your old event. Importing new data into a renamed event will merge with the old data, rather than replacing it.

⚠️ Deleting an event deletes its class and enrollment data. Don't delete an old event if you plan to reuse that data.

To reuse previous class/enrollment data: Use the Duplicate PTA option on the Events page. This is intended specifically for a second set of conferences using the exact same class/enrollment data as the first.

If this option isn't available on your account, email support@pickatime.com to have it enabled.

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Contact Information

What happens to contact data between events

Contact information — including parent, teachers and student records — is retained across events and is not deleted when you delete an event. This is especially useful for schools running multiple conferences per year.

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How to remove all previous contact information

1. Go to Global Setup / Contacts.
2. Click Show Advanced Options.
3. Click Remove All Customers.
4. Select the access level to delete from the pull-down.

Access levels (from broadest to narrowest):

Important: Deleting a given level also deletes every level below it on this list. For example, deleting Resource Administrator also deletes Appointment Maker, Appointment Viewer, and Customer access (parents).

To remove stored student data specifically: Click Remove All Students.

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Exceptions — what won't be deleted

• Contacts who have logged in within the last 2 months
• Contacts who have booked an appointment within the last 2 months
• Students currently enrolled in any event on your account

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⚠️ When you should remove old contact data

You'll want to clear previous contact/student data if either of the following applies:

• Teacher IDs are being reused — e.g., a new teacher will use a departing teacher's TeacherID
• Student IDs have changed for your students

In either case, leaving old records in place can cause conflicts with the new data.

Preventing Duplicate Contacts When Enabling Blackbaud Integration

When this applies: If your school previously used pickAtime without integration — importing data files manually — and is now switching to the Blackbaud integration, you may end up with duplicate contact records. This happens because the new integration uses different contact IDs (TeacherID, StudentID, ParentID) than your old manual imports.

Recommendation: Clear out old data before running your first integration import.

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Steps to Remove Old Data

1. Create a new event, using a past event as a template to preserve your settings, notifications, and appointment fields.
2. (Optional) Export reports from your past events on the Reports page, in case you need that historical data later.
3. Delete all past events, except the new one you just created.
4. Go to Global Setup / Contacts / Advanced Options, then click Delete All Contacts.
   • In the pop-up, select Admin Level – Event Administrator as the level to delete.
   • This removes all contacts at that level and below — including all parents and students (Customer access level).
5. Run your new integration import.

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This ensures clean, duplicate-free data syncing going forward.

Need help with this process? Email support@pickatime.com.

Setup Steps

Blackbaud Checklist

To set up your Parent-Teacher Conference event using the PTA scheduler with Blackbaud integration, follow these steps:

1. Integrate with SKY API, Set Up Your Account, and Set Up Event Create your conference event and give it a clear, descriptive name (e.g., "Fall 2026 Conferences"). Adjust your account settings for Blackbaud SSO.
2. Export Your Data: Export your students, teachers, classes, and enrollment data from Blackbaud. Once exported, verify the data imported correctly in the Admin UI.
3. Create Slots for the Event After verifying your data, create your time slots — including dates, times, and appointment durations.
4. Create the SSO - Blackbaud uses SSO for parent access from the Resource Board.
5. Configure Settings
   • Appointment Settings — Adjust various settings specific to your event.
   • Configure Email (optional) — Customize the default email confirmations and reminder notices, if needed.
6. Turn It On and Test the Scheduler Once your data is complete and time slots are created, activate the scheduler and test the booking experience.

Setup Account

Integrating with Blackbaud SKY API

Before connecting to pickAtime in the SKY API, confirm you have a pickAtime account for your school. If not, create one here.

Also confirm your school meets Blackbaud's SKY API prerequisites.

Pricing note: A $350 annual integration fee applies.

Connecting the pickAtime App

1. In Blackbaud.com, go to Marketplace.
2. Search for pickAtime.
3. Select pickAtime from the results.
4. Click Connect.
5. Click Go To Application Website.

Next Steps

Once your pickAtime account exists and is connected to the SKY API, you'll need to:

1. Update your Account Settings (below).
2. Begin Setting Up Your SSO.

Account Settings

1. Log in to pickAtime with your email and password.
2. Go to Global Setup / Business.
3. Locate the Single Sign On section (under Advanced Options) and confirm SSO Provider is set to Blackbaud.

⚠️ Important: Enabling Blackbaud SSO removes your Account URL. Once connected, parents and students access your account exclusively through the Blackbaud Resource Board tile — not a direct pickAtime link.

Create Your Event

When you first log into pickAtime, you'll land in the Admin tool on the Event Reports page.

Steps to Create a New Event

1. Select Events/Preview from the sidebar.
2. Click Add.
3. Enter a name for your event — e.g., Fall 2026 Conferences.
4. Select the event type: PTA.
5. (If you've used pickAtime before) Select a Template from the pull-down, based on a previous event. This carries over your starting settings from UI Setup, CUI Messages, and Notifications Setup.
6. Select your event's time zone.
7. (Optional) Add a Date and Location.

Once saved, your event will appear as a new row in the Events list.

About the Date and Location Fields

These fields are optional and primarily used to distinguish between multiple events when more than one is listed.

• The Date field is just a label — if your conference spans multiple dates, you can list them all here, or leave it blank.
• You do not need to create a separate event for each date — a single event can include any number of dates.

Adding Event Details

Use the Event Details box to add event-specific information you'd like to display on the scheduler or include in emails.

Anything entered here becomes available as a macro: $(E_DESCRIPTION)

You can insert this macro into your CUI Messages or Notifications Setup templates to automatically pull in this text.

Removing a Previous Event

If you've used pickAtime before and are importing new data, you can delete your previous event(s) once the new one is created.

1. Create your new event first (see steps above).
2. Click Delete on the old event.

Creating the new event before deleting the old one lets you use the previous event as a template. Be sure to confirm your new event is set to type PTA.

Creating your SSO

Create the SSO

PickAtime can link directly from the Blackbaud Resource Board to your Parent-Teacher Conference event via Single Sign-On. (For help building a Resource Board, see Blackbaud's Resource Board help file.)

Choose your path:

• New schools (no existing pickAtime/Blackbaud integration) — follow Part 1 and Part 2A below.
• Current schools (already integrated, updating your SSO link) — follow Part 1 and Part 2B below.

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Part 1: Establish the SSO Connection Between Blackbaud and pickAtime

(This part is identical whether you're setting up SSO for the first time or updating an existing connection.)

This requires copying a Redirect URL from pickAtime into Blackbaud, then copying a Secret Key from Blackbaud back into pickAtime. You'll need to be logged into both accounts to copy/paste between them.

1. Log into pickAtime, go to Global Setup / Business / Show Advanced Options, and under Single Sign On Options, select Blackbaud as your SSO Provider.
2. Copy the Redirect URL shown — you'll need it in step 4.
3. In Blackbaud (as a Platform Manager), go to Core / Security / Authentication Settings / SSO Settings.
4. Click Add New.
5. Enter a Name for your SSO — saving will auto-generate a Slug based on this name.
6. Paste your Redirect URL (from step 2) into the appropriate field.
7. Be sure to include the {token} placeholder, with the curly braces.
8. Check Allow Impersonation.
9. Click Save.
10. Edit the item you just created, then select and copy the Secret Key.
11. Return to pickAtime, go to Global Setup / Business / Show Advanced Options, and paste the Secret Key into the SSO Secret Key field.

💡 Tip: The Secret Key is 88 characters — longer than the visible field. Triple-click the text field to select the entire string.

You've now connected Blackbaud and pickAtime. Next, you'll need a Blackbaud Resource Board tile that points to pickAtime — see Part 2 below.

Part 2A: Add the SSO Link to a Resource Board (New Schools)

📺 Watch our video: Setting Up Your School's Single Sign-On

1. From SSO Settings, copy the URL next to the SSO item you just created.
2. As a Platform Manager or Content Editor, go to Core / Content / Additional Content Types / Links.
3. Click Add New Category, and name it.
4. Click Save & Add Link.
5. Enter a Title.
6. In the URL field, combine your school's app URL with the SSO segment from step 1, replacing the slug: https://SCHOOLNAME.myschoolapp.com/app/sso/auth/SLUG
7. Click Save.
8. Go to Core / Content / Resource Boards.
9. Next to View Boards, choose the relevant role/security group (e.g., Parent).
10. Click Add Post.
11. Enter a Title, Description, and Cover Photo.
12. For Post Cover, select Direct Link.
13. Select the Category you created earlier.
14. Select your Link (the SSO link from step 6).
15. Click Save.

Part 2B: Update Your Resource Board (Current Schools)

📺 Watch our video: Setting Up Your School's Single Sign-On

1. From SSO Settings, copy the URL next to the SSO item you just created.
2. As a Platform Manager or Content Editor, go to Core / Content / Additional Content Types / Links.
3. Locate and click your existing pickAtime link.
4. Click the edit icon, locate the link destination, and click Change.
5. Select Link / URL.
6. In the URL field, combine your school's app URL with the SSO segment from step 1, replacing the slug: https://SCHOOLNAME.myschoolapp.com/app/sso/auth/SLUG
7. Click Save.

Testing Your SSO

1. Go to Security / Authentication Settings / SSO Settings, and edit your SSO link to confirm Allow Impersonation is enabled.
2. Under your profile menu, select Impersonate User.
3. Find a user to impersonate. (Make sure this user also exists in pickAtime — Blackbaud User IDs determine the user's role in pickAtime.)
4. While impersonating, go to that user's Resource Board.
5. Click the pickAtime link to confirm it opens the event correctly.

Notes

• • The relevant board(s) must be selected for the SSO link post to appear under the Resources tab.
  • When manually adding users to pickAtime, you'll need their First/Last Name, Email, and their Teacher ID or Parent ID.
  • For more on Blackbaud SSO, see Blackbaud's SSO Tutorial.

Export your Data

In the Admin UI, select Importer from the sidebar.

Step 1: Authenticate with Blackbaud

1. Click Sign in to Blackbaud.
2. Click Authorize.

⚠️ Requirements: At least one admin must be authenticated with a Blackbaud ID, hold one of the following roles — Academic Group Manager, Schedule Manager, or Platform Manager — and have the SKY API Data Sync role. Importing Advisory data additionally requires the Advisory Group Manager role.

Step 2: Run the Import

Select your Import Type, Event, and Term, then click Import.

There are 3 import types, depending on what data you need:

Option A: Academic Import (Parent-Teacher Conferences)

Use this to import class and enrollment data for standard PTA conferences.

1. Select Import Type: PTA Event.
2. Select the specific event to import data into.
3. Select Academics as the Offering Type.
4. Select the specific Term ID.
   

⚠️ Important: If you remove teacher/class/student data manually in pickAtime, it will be re-added on your next Blackbaud data sync. Instead of deleting unwanted classes, set their slot type to "Hidden" — hidden classes are skipped during future imports/auto-syncs.

Option B: Advisory Import (Advisory-Only Conferences)

Use this to import data for advisory-only conferences. Requires the Advisory Group Manager role (see authentication requirements above).

Option C: Admissions Import (Admission Events)

Use this to import parent data for admissions events.

• Includes a Parent Type selector — choose Parent of Incoming, Parent of Candidate, or both.
• Imported contacts will have the role Parent of Candidate or Parent of Incoming Student.

Note: Contacts imported via Admissions import do not have access to the Resource Board.

If Your School Doesn't Use Blackbaud Academic Data

If your school doesn't track Academic data in Blackbaud, you'll need to import your Teacher, Class, and Enrollment files manually instead:

1. Go to Global Setup / Business / Single Sign On.
2. Uncheck "Use SKY API, Importer."
3. Create and import your data files as you normally would.

Viewing Your Imported Data

1. From Events Preview, select your event and click Go To Event.
2. Select Class Editor to see your teacher list. Select a teacher to see their classes; select a class to see enrolled students.

See Modifying Teacher or Room Data to add/remove teachers, Moving a Class to reassign a class, and Modifying Enrollment Data to add/remove students from a class.

To view data organized by class instead: Check "Show Only Classes" (far right).

Creating Time Slots

Creating Slots

To get started, from the Admin UI, go to Events / Preview and select your event. Click the orange Go To Event button to open your event. You will then see the Appointments tab. From the left-hand calendar, select the date you want to work with. Open the Slots drop-down and choose Create Slots.

Step 1: Choose Which Teachers to Create Slots For

In the slot generator, choose to create slots for selected teachers or all teachers/resources. To select multiple teachers, hold Ctrl while clicking names in the right-hand panel.

Step 2: Set Your Time and Duration

Example: 10-minute slots with a 5-minute travel break create slots at 8:00–8:10, 8:15–8:25, 8:30–8:40, and so on.

Note: If you need a break that doesn't align with your slot duration (e.g., 20-minute slots but a 40-minute lunch break), create slots in two batches — one before the break, one after.

Step 3: Choose Appointment Type

Step 4: Set Slot Visibility

You can optionally add a custom message for unavailable slots.

Step 5: Set Maximum Appointments Per Slot (Optional)

Use this for group sessions, open labs, or any scenario where multiple families can book the same time slot.

Creating Slots for Multiple Days or Teachers

Tip: If you created identical slots for all teachers at once, individual slots won't display until you click a specific teacher's name in the right-hand panel.

Updating Existing Slots

Use Update Slots to change existing slot characteristics without deleting and recreating them.

To access: Appointments tab → select date/teacher → Slots / Update Slots

You can update:

• Appointment type (e.g., switch from in-person to virtual)
• Maximum appointments per slot
• Slot visibility (hidden, unavailable, etc.)

Tip: If you created identical slots for all teachers at once, individual slots won't display until you click a specific teacher's name in the right-hand panel.

"Keep existing slot type on slots being updated" — useful when teachers have already blocked parts of their schedule, since it lets you change appointment type without affecting slot type.

Blocking Slots

Blocking is the preferred way to temporarily remove availability without permanently deleting a slot.

1. Go to the Appointments page and click the X in the corner of the slot.
2. The slot turns red and displays "Blocked." You can enter a custom message (e.g., "Lunch Break" or "Staff Meeting").
3. To unblock, click the X again to restore availability.

Blocked slots appear on reports when Show All Slots is enabled.

Deleting Slots

Use Delete Time Slots to permanently remove slots.

To access: Appointments tab → select date/teacher → Slots / Delete Time Slots

If appointments already exist on those slots, you'll be prompted to choose:

• Move appointments to the red Appointments List (a holding area for manual rebooking or cancellation)
• Cancel appointments without sending a notification
• Cancel appointments and send a cancellation email

Tip: Consider whether parents need a cancellation notification before confirming any deletion.

Moving Slots

Use Move Slots to transfer an entire day's slots — and any existing appointments — to a new date. Useful for school closures, rescheduled conference days, or teacher availability changes.

To access: Appointments tab → select date/teacher → Slots / Move Slots

In the dialog, select the destination date, choose whether to move slots for all teachers or selected teachers, and confirm.

Existing appointments transfer with all parent information intact, and appointment times remain the same.

Important: Calendar notification emails are not sent automatically — advise parents to update any calendar entries they've saved. You can send a custom notification email explaining the change.

Copying Slots

Use Copy Slots to duplicate a day's slot structure to another date or teacher — without copying existing appointments.

To access: Appointments tab → select date/teacher → Slots / Copy Slots

Select the destination date and/or teacher(s) and confirm. Slot visibility, appointment type, and availability settings are all preserved.

If you also need appointments to transfer, use Move Slots instead.

Changing Slot Duration or Times

Slot start times, end times, and duration cannot be edited in place. To change any of these:

1. Delete the slots you want to change (or all slots for that day).
2. Recreate them with the correct settings.

Example: If you have 10-minute slots from 8:00 AM–2:00 PM but want 9:00 AM–1:00 PM instead, delete the 8:00–9:00 AM and 1:00–2:00 PM slots (or delete all and start fresh), then create the new schedule.

Quick Reference: Which Tool to Use?

Slot Color Guide

Configure Settings

Event Settings (UI Setup)

The UI Setup page lets you adjust settings specific to a single event.

To get there:

1. From the Admin UI, go to Events / Preview and select your event.
2. Click Go To Event to open Event Management.
3. Select Settings / UI Setup.

Work through the sections from top to bottom, as outlined below.

Scheduler Availability

Appointment Number Limits

Appointment Cancellations

Customer cannot cancel their appointment closer than XX hours/days/weeks. Restricts how close to the appointment time a parent can cancel.

• Set to 0 to allow cancellation up to the last minute.
• Set to a large value to effectively prevent cancellations.

Note: Closing the scheduler does not automatically prevent cancellations — this setting is separate.

Close Appointment Booking

Controls when slots become unavailable for new bookings, ahead of the appointment time. Choose one of three methods:

1. Close booking at a specific time of day, XX days before the appointment date.
2. Close booking XX hours/days/weeks/months before the appointment time.
3. Close booking XX hours before the first appointment of the day.

Scheduler Settings

Scheduling Link

Your event's Scheduling Link is the URL you share with parents (on your website or via email) to access the booking page (CUI). You can customise it with an event-specific suffix — for example: https://pickatime.com/HowardSchool/LS or https://pickatime.com/HowardSchool/US

Important: Even with a custom event link, parents will see a toggle to switch to any other open events on your account. To restrict parents to a single event with no toggle option, use the Category link instead, which scopes the scheduler to only the event(s) in that category.

Scheduler Display

View mode:

Parents can toggle between views anytime using the button in the top-left corner of the scheduler.

Date display mode:

Scheduler Display Limits

Display X weeks of slots: Sets how many days/weeks of slots are shown at once in the CUI. (Only applies when Paginator is selected.)

Teacher Display

Teacher's Group Name

Lets you organise teachers into groups (e.g., "Lower School," "Upper School").

1. Enter your desired group names in this section.
2. Go to the Appointments page — each teacher row has a Group Name column where you can assign them to a group from the drop-down.

Advanced Settings

Online Meeting Provider

Use 'X' for online meetings: Select your preferred online meeting provider for this event from the drop-down.

Multiple Appointment Booking

Allow a parent to make conflicting appointments for themselves: If checked, a parent can book overlapping appointments at the same time.

Appointment Changes

Notification Setup

The Notifications tab lets you configure: Confirmation Email, Cancellation Email, Reminder Email, Custom Email, Follow-up Email, Resource Notification Email, and Calendar Event Notification.

Confirmation Email

Reminder Emails

Send Reminder Emails: Click Add and enter the number of hours before an appointment that a reminder should go out. You can add multiple reminder times — duplicates are automatically removed.

How reminders are grouped depends on your Printable Schedule setting:

• If "Replace the Email Body with the Printable Schedule" is ON: All appointments are grouped into a single reminder email per day, sent the configured number of hours before that day's first appointment. With reminders set at both 24 and 12 hours, you'll receive two emails — one at each interval before your first appointment of the day.
• If it's OFF: Appointments booked within the same hour are grouped into one reminder email. For example, 9:00, 9:15, and 9:30 AM appointments would be combined into one email, while a separate 10:15/10:30 AM email would be sent independently.

Recommended: Use the Printable Schedule as the Email Body

For both Confirmation and Reminder emails, you can replace the email body with a Printable Schedule — a table summarizing all of a parent's booked appointments (identical to what they'd see clicking "Printable Schedule" on the scheduler page).

To enable this: Check "Replace the Email Body with the Printable Schedule of Appointments."

When enabled, the email will contain:

1. Your Header text
2. The printable schedule table
3. Your Footer text

The table's content/format is controlled separately under Settings → CUI Messages → Print Schedule.

With this option on, parents receive one email containing their full schedule — not one email per appointment.

Configure CUI (Customer User Interface)

You can customise most of the text and labels parents see when booking appointments.

To edit CUI messages:

1. From the Admin UI, go to Events / Preview, select your event, and click Go To Event.
2. Select Settings / CUI Messages.
3. On the left, choose a label to edit — the corresponding text appears on the right for editing.

Common customisations:

• Login page title: Edit under Sign In Page / Welcome Message.
• Logo: Go to Global Setup / Business, under Account Level Settings / Account Logo, and click the Upload icon.
• HTML editing: Click the HTML icon (<>) in the toolbar to view/edit raw HTML for a given message.

Turn it On and Test the Scheduler

1. Open the scheduler

1. From the Admin UI, go to Events / Preview, select your event, and click Go To Event.
   
2. Select Settings / UI Setup / Event Settings / Scheduler Availability.
3. Set "Open scheduler to customers on" and "Close scheduler to customers on" to define the window during which parents can book appointments.

To access the scheduler yourself while it's closed to parents, check "Allow Admins access to the CUI at all times."

2. View the scheduler

1. First, make sure that your SSO  is set up and permits impersonation.
2. Log in to Blackbaud and 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).
3. Once you are impersonating a user, go to the Resource Board.
4. Click the pickAtime Resource Tile to access the event.

3. Test the booking process

Ensure that you have a student attached to your test account to confirm that appointments can be booked correctly. To review your Parent-Student Relationship or if you need to manually add a student, follow the instructions here.

1. Confirm the student's name appears in the drop-down list.
2. Select the student's name and continue through the scheduling process.
3. You'll see a list of all available appointment slots for that student's teachers.
4. Select a teacher and time to book and complete the process.

Recommended Testing Checklist

• Teachers imported correctly
• Classes imported correctly
• Student relationships are imported correctly
• Room assignments verified
• Appointment slots displayed correctly
• Parent scheduling tested
• Confirmation emails verified
• Virtual meeting links tested (if applicable)
• Reports reviewed
• Test appointments removed

Troubleshooting

Students' teachers aren't showing up

This usually means one of the following:

• The student's enrollment data is incomplete or missing
• No slots have been created yet for that student's teachers at this event

What does "the integration with pickatime is not set up correctly" mean?

This appears when you have added your vendor id # to the end of the secret key (located in Global Setup / Business, Show Advanced Options, Single Sign On Options, Blackbaud). The secret key should be empty after the ==.

What does "There was an error: Blackbaud user not found" mean?

This appears when pickAtime is not able to locate a user with a Blackbaud email within our Database. Users must exist in both pickAtime and Blackbaud with a matching User ID (parentID or teacherID). Check and confirm that the user exists in both systems and if they do confirm that their User ID data matches.

What does "Failed to get Blackbaud user" mean?

This appears when pickAtime is not able to communicate with BB communication. Please check and confirm that the user exists in both systems, and if they do confirm that the User ID data matches, try again.

Click here for our full Blackbaud FAQ.