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
   • New schools — For schools without an existing pickAtime/Blackbaud integration, setting up SSO for the first time.
   • Current schools — For schools with an existing integration that just need to update their SSO link.
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.