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Admin UI

When you first log onin to your pickAtime account, you will beautomatically logged into the Administrative User Interface. The Event Reports will show up by default. 

On the top left corner, you will see your name. Selecting the < arrow you will be able to Edit Profile / Change Password or Log Out from the account. Clickingland on the xAdministrative 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 line, you will be able to minimizecollapse the sidebar.sidebar and expand your workspace.

    Continuing

    down
      Multi-Account Users: Use the left-handVendor side,drop-down you will see the following options:

      The Reports allow youmenu to view the Event Reports and the Account Reports.  If you have multiple accounts, you will see a Vendor pull-down where you can toggle between your accounts. You can view account-specific reports by selecting the Account Reports button, and you can view event-specific reports by selecting the Event Reports button. If you select the Event Reports button, you will see an Event pull-down where you can toggle between different eventsaccounts.

      on your

      Left-Hand account,Navigation Menu

        Reports: View both account-wide and youevent-specific willdata.

        see a
        ReportAccount pull-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 whereto you can toggleswitch between variousevents, reports. Please seeand the

        Report drop-down to switch between specific report types. (See the Reports section for more details.details).

        The Events Preview: pageCreate, is where you will create/view, and manage your scheduled events.

        The Appointments List: page displaysView all theupcoming bookedappointments appointments,globally, or appointmentsfilter them by date or date/event. From here,this page, you can delete appointment(s)appointments orand send one-off emails.emails to participants.

        The Contacts: pageManage allowsall youusers linked to viewyour the Contactsaccount (Administrators, Teachers, Parents, and Students).

        that reside
        on your

        Students: account.View For any student, you can view the classes they aretheir enrolled in.classes.

        For any parent,

        Parents: youView canscheduled seeappointments, thehistory listlogs of(bookings, appointments they have made. You can view the log of appointments booked, canceled, andcancellations, emails sentsent), toor amanually parent.reset Forparent anypasswords.

        teacher, you can

        Teachers: viewView and adjust theiradministrative access level.levels.

        On this page, you

        Importer: canUpload addyour in new contactsroster and resetdata thefiles.

        password for existing contacts.

        TheGlobal MailSetup: Center allows you to emailManage your contactssitewide betweenconfigurations events. 

        The Importer page allows importing from Blackbaud

        The Global Setup area will allow you to manage settings for the entire account. There areacross two sub-tabs.tabs:

        The

          Business Setup: pageUpdate hasyour theschool’s namename, address, and address of your school. On this page, you can adjust variouscore account settings.

          The

          Contacts Setup

          : pageCreate allows you to createcustom prompts and forms for collectingparents informationto from your parentscomplete when they first logregister intoon your scheduling sitesite. and register.

          The Calendar Sync: option will allow you and otherAuthorize administrators to sync their Google and/or Outlook calendars.calendars with the platform.

          The Online Scheduler: A quick-access link will take you to the Onlinelive Schedulerbooking page (also referred toknown as the Customer User Interface or CUI).

          Administrators will have an Admin Reports link at the top of the Online Scheduler which will return you to the Admin User Interface.

          The Add New Account: link will bring upOpens a new window whereto you can create a new business account.

          can view

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

          The Tour This Page: linkLaunches willan causeinteractive, step-by-step guided walkthrough with helpful bubbleson-screen topopups.

          appear on your page to assist you.

          Events Preview page

          There are 5 navigation buttons:

           

          To add a new event, select this button. 

           

          To remove the event, select the event first, then click on the 'Delete' button. 

          To navigate to the Event Management page, select an event first, then click on this button.

          To edit Event Details (Description), select an event first, then click on the 'Edit Details' button. 

          To duplicate PTA events. NOTE: This button is available on accounts with PTA events only.  

          On the far right-hand side, you can see the 'Event Settings' button. This will allow you to customize some of the features for your events and to add columns to the Event Listing (Events / Preview) page.

          Events Management page

          Appointments

          This page allows you to view your appointments by date, book appointments for your parents, cancel appointments, or send one-off reminder emails. This page is also where you will create and delete your time slots.  The Appointments tab will have three menu drop-downs: Teachers, Slots, and Appointments. 

          Teachers menu drop-down

          Slots menu drop-down

          Appointments menu drop-down

          Sort Teachers

          Assign Contact

          Create Slots

          Delete Time Slot

          Update Slots

          Copy Slots

          Move Slots

          Confirm Appointment

          Cancel Appointment

          Edit Appointment

          Change Time

          Send Reminder

          Customer Info

          Class Editor

          This page displays your list of imported teachers, along with each class and the enrollment in each class. On this page, you will be able to make class changes, such as adding or deleting a class or moving a class from one teacher to another. You will also be able to make enrollment changes, such as adding or removing students from a class.

          Settings has seven sub-tabs:

          UI Setup - This page allows you to adjust numerous settings related to your event. Some examples include: when the scheduler should open to parents and when it should close, how many appointments a parent can book, and when and if a parent should receive an email reminder.

          Vendor UI Setup - Controls the display of the Appointments page and the Slot Editor page, as well as the time markings displayed on the Online Scheduler page.

          Services Setup - Allows you to create services for your appointments.

          Notification Setup - This page allows you to edit the three email types - the Confirmation Email, the Cancellation Email, and the Reminder Email. You can also optionally edit a Custom Email.

          CUI Messages - Allows you to edit the majority of the messages displayed on the Online Scheduler.

          Appointment Fields - This page allows you to create prompts for collecting information from your parents when they book an appointment.

          Credit Card Setup - This page allows you to set up payments for appointment booking.

          Customer User Interface (CUI) or Online Scheduler

          This is where your parents will go to schedule and manage their appointments. On the left-hand dashboard in the Admin UI, select Online Scheduler. Note that when you access the Online Scheduler when you are logged into the Reporting Interface, you will also then be logged into the Online Scheduler.

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