Blackbaud Checklist

To set up your Parent Parent-Teacher Conference event using the PTA scheduler,scheduler youwith willBlackbaud need tointegration, follow these steps:

1.Integrate INTEGRATE WITHwith SKY API,API, SETSet UPUp YOURYour ACCOUNT,Account, ANDand SETSet UPUp EVENTEvent

You will need to createCreate your conference event and namegive it appropriatelya forclear, yourdescriptive conferencename (ex.e.g., "Fall 2026 Conferences)Conferences"). You will also need to adjust the settings onAdjust your account settings for the Blackbaud SSO.

Export

YOUR DATA  

Our system will need information fromExport your school to identify the students, the teachers, the classes taught by each teacher,classes, and the enrollment in each class. You will need to export this data from Blackbaud. Once youexported, have exported your data, you should viewverify the data imported correctly in the Admin UIUI.

andCreate verifySlots thatfor itthe hasEvent been imported correctly.

3. CREATE SLOTS FOR THE EVENT

After verifying your data, you can create theyour time slots (— including the date(s),dates, times, and durationappointment ofdurations.

appointments).

4. CREATE THE SSO

Create the SSO -

new

This— pageFor isschools without an existing pickAtime/Blackbaud integration, setting up SSO for newthe first time.

Current schools — For schools thatwith doan not currently have a pickAtime / Blackbaudexisting 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 simplyjust need to update their SSO link.

Configure Settings

5. CONFIGURE SETTINGS

Appointment Settings

There— areAdjust several appointmentvarious settings thatspecific you can modify for the specifics ofto your event.

Configure Email (optional)

The— pickAtime system offersCustomize the capability of sending outdefault email confirmations and email reminder notices.notices, Youif mayneeded.

choose to modifyTurn It On and Test the defaultScheduler settings for these emails.

6. TURN IT ON and TEST THE SCHEDULER  

Once your data is complete inand time slots are created, activate the systemscheduler and you have createdtest the appointment time slots, you can turn on the display of the appointment booking webexperience.

page.