Admin UI Overview
When you first log onin to your pickAtime account, you will beautomatically loggedland intoon the Administrative User Interface.Interface, Thewith the Event Reports will show updisplayed by default.
Profile & Sidebar Navigation
Profile Settings: In the top top-left corner, youyour willname seeis displayed. Click the back arrow (<) to edit your name.profile, Selectingchange your password, or log out.
Minimize Sidebar: Click the < arrow you will be able to Edit Profile / Change Password or Log Out from the account. Clicking on the x"X" in the green ribbon line, you will be able to minimizecollapse the sidebar.sidebar and expand your workspace.
Continuing
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.
Left-Hand account,Navigation Menu
Reports: View both account-wide and youevent-specific willdata.
Event Reports: Select this button to view data for specific events. Use the Event drop-down whereto you can toggleswitch between variousevents, reports.and Pleasethe seeReport drop-down to switch between specific report types. (See the Reports section for more details.
The Events Preview: areaCreate, is where you will create/view, and manage your scheduled events.
The Appointments List: page will displayView all yourupcoming appointments,appointments globally, or appointmentsfilter them by date or date/event. From here, you can delete appointment(s) or send one-off emails.
The Contacts area will allow you to view the Contacts (Administrators and Participants) that reside on your account. You can view the log of appointments booked, canceled, and emails sent to a participant.. For any administrator, you can view and adjust their access level. On this page, you can adddelete new contactsappointments and resetsend theone-off password for existing contacts.
The Importer area will allow youemails to importparticipants.
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 filesfiles.
The Global SetupSetup: areaManage willyour allowsitewide youconfigurations to manage settings for the entire account. There areacross two sub-tabs.tabs:
Business Setup: pageUpdate hasyour theschool’s namename, address, and address of your school. On this page, you can adjust variouscore account settings.
Contacts Setup: pageCreate allows you to createcustom prompts and forms for collectingparents informationto from your parentscomplete when they first logregister intoon your scheduling site and register. site.
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).
The Add New Account: link will bring upOpens a new window whereto you can create a new business account.
The User Manual link will bringset up a brand-new windowbusiness whereor yousub-account.
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.