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Turn it On and Test the Scheduler

    First,

    1. makeOpen surethe thatscheduler

    your SSO  is set up.
    1. From the Admin UI, go to Events / Preview, select your eventevent, and click Go To EventEvent..
    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

      First, make sure that your SSO  is set up and permits impersonation. 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). Once you are impersonating a user, go to the Resource Board. 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.

        Confirm the student's name appears in the drop-down list. Select the student's name and continue through the scheduling process. You'll see a list of all available appointment slots for that student's teachers. 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

          "Failed to find student" error

          Double-check the values you entered against the student's actual record in Contacts (Admin UI).

          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
            How do I test the scheduler by "adopting" a student?

            To manually add a student, follow the instructions here. This is for testing purposes only and will not interfere with the actual parent's ability to book appointments for that student.

            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.

             

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