Admin UI Overview

When you first log in to your pickAtime account, you will automatically land on the Administrative 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 to collapse the sidebar and expand your workspace. 
 
 
 
 
 Multi-Account Users : Use the Vendor drop-down menu to toggle between different accounts. 
 
 Left-Hand Navigation Menu 
 
 
 Reports : View both account-wide and event-specific data. 
 
 Account 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 to switch between events, and the Report drop-down to switch between specific report types. (See the Reports section for more details). 
 
 

 
 Events Preview : Create, view, and manage your scheduled events. 
 
 
 Appointments List : View all upcoming appointments globally, or filter them by date/event. From this page, you can delete appointments and send one-off emails to participants. 
 
 
 Contacts : Manage all users linked to your account (Administrators, Participants). 
 
 Participants: View scheduled appointments, history logs (bookings, cancellations, emails sent), or manually reset participant passwords. 
 
 Administrators: View and adjust administrative access levels. 
 
 

 
 Importer : Upload your roster and data files. 
 
 
 Global Setup: Manage your sitewide configurations across two tabs: 
 
 
 Business : Update your company name, address, and core account settings. 
 
 
 Contacts : Create custom prompts and forms for participants to complete when they first register on your scheduling site. 
 
 

 
 Calendar Sync : Authorize administrators to sync their Google and/or Outlook calendars with the platform. 
 
 
 Online Scheduler : A quick-access link to the live booking page (also known as the Customer User Interface or CUI). 
 
 
 Add New Account : Opens a new window to set up a brand-new business or sub-account. 
 
 
 User Manual : Opens the comprehensive Online User Manual in a separate window. 
 
 
 Tour This Page : Launches an interactive, step-by-step guided walkthrough with helpful on-screen popups.