# pickAtime Virtual Options

# Creating Virtual, In-Person, and Choice Appointments

pickAtime makes it easy to offer virtual Parent-Teacher Conferences using your preferred online meeting platform. You can offer parents a choice between **In-Person** and **Virtual** meetings, or set all appointments to one type — and you can mix appointment types within a single event, across different teachers or different times of day.

---

#### Enabling Appointment Type Selection

By default, the appointment type drop-down is hidden in the **Slot Generator** and **Slot Updater**. To enable it:

1. Go to **Settings / Vendor UI Setup**.
2. Under **Slot Generator**, check **"Show the 'Appointment Type' drop-down."**

Once enabled, you can set each slot to **Virtual**, **In-Person**, or **Choice** (parent selects) directly within the Slot Generator/Updater.

---

#### Setting Up Virtual Meetings

You have two options for providing virtual meeting links:

---

##### Option 1: Automatic Integration (Zoom, Microsoft Teams, or Google Meet)

pickAtime integrates directly with **Zoom**, **Microsoft Teams**, and **Google Meet** to automatically generate a unique meeting link for each appointment.

- A unique link is created per scheduled appointment.
- The link is automatically included in the parent's confirmation email.
- Works for both **Virtual** and **In-Person or Virtual** (Choice) appointment types.

> **There is no additional cost** for using Zoom, Microsoft Teams, or Google Meet with pickAtime.

**Setup steps (same for all three providers):**

1. Go to **Settings / UI Setup / Show Advanced Settings**.
2. Under **Online Meeting Provider**, select your provider (**Zoom**, **Google Meet**, or **Microsoft Teams**).
3. Create and publish your event as usual.

Each booking will automatically include a unique meeting link in the confirmation email.

**Provider-specific prerequisites:**

<div class="overflow-x-auto w-full px-2 mb-6" id="bkmrk-provider-prerequisit"><table class="min-w-full border-collapse text-sm leading-[1.7] whitespace-normal"><thead class="text-left"><tr><th class="text-text-100 border-b-0.5 border-[hsl(var(--border-300)/0.6)] py-2 pr-4 align-top font-bold" scope="col">Provider</th><th class="text-text-100 border-b-0.5 border-[hsl(var(--border-300)/0.6)] py-2 pr-4 align-top font-bold" scope="col">Prerequisite</th></tr></thead><tbody><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Google Meet**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Google Sync must be set up first — see [Google Calendar Integration](https://pickatime.com/help/GoogleCalendarIntegration.html)</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Zoom**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">See the [Zoom Integration guide](https://pickatime.com/help/ZoomAdminManagedApp.html)</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Microsoft Teams**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Microsoft Teams must be set up first — see [Microsoft Calendar Integration](https://pickatime.com/help/MicrosoftTeams.html)</td></tr></tbody></table>

</div>---

##### Option 2: Custom Meeting Links Per Teacher

Use any meeting platform (Zoom, Google Meet, Teams, Webex, etc.) by manually assigning a link to each teacher.

1. Create your event as usual.
2. Go to the **Appointments** page.
3. For each teacher, enter their personal meeting link in the **Virtual Room** field.
4. Go to **Settings / UI Setup / Scheduler Display** and uncheck **"Display Rooms"** — this prevents long meeting URLs from cluttering the parent-facing scheduler.

> We recommend also enabling **"Replace the Email Body with the Printable Schedule of Appointments"** under **Settings / Notification Setup**, so parents receive a clean table of appointments that includes their meeting link.

# Google Meet Options

# Google Meet Options

## **<span class="rvts0"><span class="rvts166">Google Meet Guide: Integration vs. Manual Setup</span></span>**

<span class="rvts53">pickAtime offers two ways to manage Google Meet sessions. Choose the method that best fits your school's workflow:</span>

1. <span class="rvts87">Google Meet Integration:</span><span class="rvts53"> Links are generated </span><span class="rvts87">automatically</span><span class="rvts53"> and are unique for every single appointment.</span>
2. <span class="rvts87">Manual Setup:</span><span class="rvts53"> A </span><span class="rvts87">single, permanent link</span><span class="rvts53"> is assigned to each teacher for all their appointments.</span>

---

### **<span class="rvts0"><span class="rvts164">Method 1: Google Meet Integration (Automatic)</span></span>**

<span class="rvts89">Best for: High security and unique links for every meeting.</span>

#### **<span class="rvts0"><span class="rvts165">1. Prerequisites</span></span>**

<span class="rvts53">Ensure </span>[Google Calendar Integration](https://pickatime.com/help/GoogleCalendarIntegration.html)<span class="rvts53"> is already set up at the Account level. This is required to activate the Google Meet engine.</span>

#### **<span class="rvts0"><span class="rvts165">2. Enable for Your Event</span></span>**

1. <span class="rvts53">Go to </span><span class="rvts87">Events Management / Settings/UI Setup</span><span class="rvts53">.</span>
2. <span class="rvts53">Open </span><span class="rvts87">Advanced Settings / Online Meeting Provider</span><span class="rvts53">.</span>
3. <span class="rvts53">Select </span><span class="rvts87">Google</span><span class="rvts53">.</span>

#### **<span class="rvts0"><span class="rvts165">3. How it Works</span></span>**

<span class="rvts53">Once enabled, any appointment booked as a </span><span class="rvts87">Virtual</span><span class="rvts53"> type will automatically generate a unique Google Meet link. This link is included in the confirmation email sent to parents.</span>

<span class="rvts87">Note:</span><span class="rvts53"> When using the integration, the "Virtual Room" column will </span><span class="rvts87">not</span><span class="rvts53"> appear in the Appointments tab, as links are handled automatically by the system.</span>

### **Online Meetings Page<span class="rvts0"><span class="rvts57"> Guide</span></span>**

<span class="rvts20">This page helps Admins monitor the status of Google Meet link generation and teacher calendar syncs. This page will help you to ensure every virtual appointment is properly linked.</span>

##### **<span class="rvts21">Sections on the Online Meeting Page</span>**

**<span class="rvts20">1. Online Meeting Sync</span>**

- <span class="rvts20">Shows appointments with still generating Google Meet links.</span>
- <span class="rvts20">Note: Link generation may take up to 40 minutes.</span>
- <span class="rvts20">The links will disappear from this section once the link is created and detected.</span>

[![image.png](https://help.pickatime.com/uploads/images/gallery/2026-05/scaled-1680-/5Xoimage.png)](https://help.pickatime.com/uploads/images/gallery/2026-05/5Xoimage.png)

**<span class="rvts20">2. Online Meeting Issues</span>**

- <span class="rvts20">This lists teachers/resources that do not have meeting URLs.</span>
- <span class="rvts20">The system will give the relevant meeting information while also offering action steps</span>

**<span class="rvts21">3. Calendar Link Setup Status</span>**

[![image.png](https://help.pickatime.com/uploads/images/gallery/2026-05/scaled-1680-/imeimage.png)](https://help.pickatime.com/uploads/images/gallery/2026-05/imeimage.png)

<span class="rvts21">This section will show you whether the teacher has synced their account and offers you the option to log in as the teacher directly from this page.</span>

**<span class="rvts21">Export Setup</span>**

- <span class="rvts20">Checked when:</span>
- <span class="rvts20">The teacher has synced the Google Calendar account on the Calendar Sync page in the Admin UI.</span>
- <span class="rvts20">Selected a default calendar.</span>
- <span class="rvts20">Clicked Save and Sync.</span>

- <span class="rvts20">Missing check = Teacher has **not** completed calendar sync.</span>

**<span class="rvts21">Import Setup</span>**

- <span class="rvts20">Checked if the teacher opted to </span><span class="rvts53">block off times in pickAtime from Google Calendar</span><span class="rvts20">.</span>
- <span class="rvts45">Not recommended for teachers.</span>

**<span class="rvts21">Important Admin Tips</span>**

- <span class="rvts20">Teachers must have a Resource assigned to their contact records and time slots with the appointment type virtual created to appear on this page.</span>
- <span class="rvts20">After enabling the Online Meeting Provider: Google, always check the Online Meeting Links page (left-handed dashboard).</span>
- <span class="rvts20">Use it to identify any missing URLs and verify teacher sync status.</span>

- <span class="rvts20">If links don’t generate after 40 minutes, confirm:</span>
- <span class="rvts20">The teacher has completed sync (Export Setup is checked).</span>
- <span class="rvts20">The appointment was created as Virtual or Virtual/In-Person.</span>


**<span class="rvts21">Still No Link?</span>**

<span class="rvts20">It might be due to:</span>

- <span class="rvts20">The time zone was recently changed</span>
- <span class="rvts20">There’s an error in the system</span>

<span class="rvts20">Contact: support@pickatime.com</span>

---

### **<span class="rvts0"><span class="rvts164">Method 2: Manual Setup (Permanent Links)</span></span>**

<span class="rvts89">Best for: Teachers who prefer to use one "personal" room link for all their sessions. This option can be used with any virtual provider, including:</span>

- <span class="rvts89">Google</span>
- <span class="rvts89">Zoom</span>
- <span class="rvts89">Teams</span>
- <span class="rvts89">GotoMeeting</span>
- <span class="rvts89">and more!</span>

#### **<span class="rvts0"><span class="rvts165">Step 1: Initial Event Configuration</span></span>**

<span class="rvts53">You must first enable virtual appointment types. This is required for both entry methods below.</span>

1. <span class="rvts87">Enable Appointment Types:</span><span class="rvts53"> Go to </span><span class="rvts87">Settings &gt; Vendor UI Setup</span><span class="rvts53">. In the </span><span class="rvts89">Slot Generator</span><span class="rvts53"> section, check </span><span class="rvts87">Show the "Appointment type"</span><span class="rvts53">.</span>
2. <span class="rvts87">Configure Time Slots:</span><span class="rvts53"> Go to the </span><span class="rvts87">Appointments</span><span class="rvts53"> tab. Create or update slots and set the type to </span><span class="rvts87">Virtual</span><span class="rvts53"> or </span><span class="rvts87">In-person or Virtual</span><span class="rvts53">.</span>

#### **<span class="rvts0"><span class="rvts165">Step 2: Adding the Links</span></span>**

<span class="rvts53">Choose one of the following ways to add the teacher's URLs:</span>

- <span class="rvts87">Option A: Manual Entry (Directly in Event)</span><span class="rvts53"> Navigate to the teacher list in the Appointments tab. Double-click the cell in the </span><span class="rvts87">Virtual Room</span><span class="rvts53"> column to paste the link.</span>
- <span class="rvts87">Option B: Bulk Import (Via Data Files)</span>
1. <span class="rvts87">Update Teachers:</span><span class="rvts53"> Add URLs to the </span><span class="rvts87">Virtual Room</span><span class="rvts53"> column in your </span><span class="rvts89">Teachers file</span><span class="rvts53"> and import it (this updates the contact record).</span>
2. <span class="rvts87">Sync to Event:</span><span class="rvts53"> Import your </span><span class="rvts87">Class file</span><span class="rvts53">. This is essential to push the links from the teacher records into the specific event.</span>


### **<span class="rvts0"><span class="rvts164">Final Step: Ensure Links are Sent to Parents</span></span>**

<span class="rvts53">To ensure participants receive their meeting links, you must verify your email macros.</span>

1. <span class="rvts53">Go to </span>**<span class="rvts87">Events Management / Settings / Notification Setup</span>**<span class="rvts53">.</span>
2. <span class="rvts53">In the Confirmation and Reminder emails, ensure that " </span><span class="rvts87">Replace the Email Body with the Printable Schedule of Appointments</span><span class="rvts53"> is checked.</span>
3. <span class="rvts53">Navigate to </span>**<span class="rvts87">Settings / CUI Messages / Printable Schedule</span><span class="rvts53">.</span>**
- <span class="rvts53">Ensure the </span><span class="rvts87">$(Room)</span><span class="rvts53"> macro is present.</span>


![](https://pickatime.com/help/lib/NewItem%20138.png)

- <span class="rvts53">This is a "Smart Macro" - it automatically pulls the correct data (Room or Virtual) based on the booked appointment type, regardless of whether you are using the Integration, the Manual Virtual Room, or a physical room number.</span>

##### **<span class="rvts20">Important</span>**

- <span class="rvts20">DO NOT enable your virtual Integration when using this option. Doing so will override your manual Room links with auto-generated ones.</span>

# Google Meet FAQs

##### **<span class="rvts29">Q: How much does the Google integration cost?</span>**

<span class="rvts14">A: Nothing additional on pickAtime’s part, but the integration does require a paid Google account. </span>

##### **<span class="rvts29">Q: Can multiple people receive the Google links?</span>**

<span class="rvts14">A: The links will be in the Printable PDF sent in the Confirmation/Reminder emails, and those only go to the appointment maker. However, those emails can be forwarded to whomever the appointment maker wishes. </span>

##### **<span class="rvts29">Q: How long does it take for the links to be generated?</span>**

<span class="rvts14">A: It can take 40 minutes for a new link to be generated and added to the reports.</span>

##### **<span class="rvts29">Q: Will teachers log in to pick a time to get the link to their virtual conference, or does it create a meeting with a link on their calendar?</span>**

<span class="rvts14">A: Teachers can sign into pickAtime to view their schedule and meeting links by navigating to Reports / Event Reports / Teachers Schedule. Additionally, all the meetings will be automatically available on Google Meet.</span>

##### **<span class="rvts29">Q: My teacher synced their Google Calendar, and now their slots are greyed out </span>**

<span class="rvts14">A: Locate the teacher in Contacts and click on their name, and then click on the Log In As button. Then, on the Main Navigation, navigate to the Calendar section and uncheck the box 'block off time in pickAtime from Google Calendar' and then run the sync.</span>

<span class="rvts14">We do not recommend that teachers check this option.</span>

##### **<span class="rvts29">Q: Can I add my integration retroactively?</span>**

<span class="rvts14">A: Yes, you can do the integration after the event closes. Make sure that you alert parents so that they are aware, and the links will be included in the Printable PDF within the reminder email.</span>

##### **<span class="rvts29">Q: Can there be two virtual hosts?</span>**

<span class="rvts14">A: No, there can be only one host. </span>

##### **<span class="rvts29">Q: How do I change the host?</span>**

<span class="rvts14">A: For the team of teachers, the system will select the first teacher as the host/lead teacher, and the other teacher(s) and parents will then be guests. To change the 'lead' teacher, you would need to add(if they are not already a part of the team) the new lead and remove the other teacher(s) from the team. Then you will allow Google to update to that change (40 minutes) and then re-add the other team members.</span>

##### **<span class="rvts29">Q: Why aren’t my links appearing? I added a service and appointment fields, giving the parents their appointment choice.</span>**

<span class="rvts14">A: For the links to appear, the slots must be Virtual or Virtual/In-Person.</span><span class="rvts162"> Please update your slots to either the Virtual or the In-Person or Virtual option for your parents. To do this, on the Appointment Tab (Events Management), click on the Slots drop-down menu and click Update Slots. From there, you can update your Appointment Type for your slots. </span>

<span class="rvts14">To update the slots appointment type to virtual: </span>

<span class="rvts14">1. On the Settings/Vendor UI Setup tab, check the box 'Show the "Appointment type" dropdown'</span>

<span class="rvts14">2. On the Appointments tab, select the date on the calendar, then click Slots&gt;Update Slots, select the slots appointment type virtual, and click Ok.</span>

<span class="rvts14">To remove the Services, </span><span class="rvts162">click the red Xs to the left of the Services.</span>

<span class="rvts162">To remove the Appointment Fields, click on the field in Appointment Fields and then click the right-hand arrowhead to remove the appointment fields.</span>

##### **<span class="rvts29">Q: The help center references a Virtual Room column on the Appointments tab. I don’t see it.</span>**

<span class="rvts14">A: Make sure that your event has either virtual or in-person/virtual appointment slots. If they do, then make sure that you haven’t accidentally activated the integration. </span>

**<span class="rvts14">To update the Slots:</span>**

<span class="rvts162">On the Appointment Tab (Events Management), click on the Slots drop-down menu and click Update Slots. From there, you can update your Appointment Type for your slots. </span>

**<span class="rvts14">To update the slots appointment type to virtual: </span>**

<span class="rvts14">1. On the Settings/Vendor UI Setup tab, check the box 'Show the "Appointment type" dropdown'</span>

<span class="rvts14">2. On the Appointments tab, select the date on the calendar, then click Slots&gt;Update Slots, select the slots appointment type virtual, and click Ok.</span>

<span class="rvts14">To check that the integration isn’t activated: </span><span class="rvts14">Go to **UI Setup, Advanced Settings.** The drop-down menu should be empty.</span>

##### **<span class="rvts29">Q: I added Virtual links to the Virtual Room column, and I don’t seem them appearing in the reports after someone books, and the links have disappeared.</span>**

<span class="rvts14">A: Please look at the UI Setup, Advanced Settings. You will see that you have set up the Google integration. </span>

<span class="rvts14">If you disable this, the links you created will appear. </span>

##### **<span class="rvts29">Q: I don’t want to use an integration or import my teachers’ Google links. Can I add them manually?</span>**

<span class="rvts14">A: Yes, you could add meeting links directly on the Appointments tab in the list of teachers. Then, double-click in the Virtual Room column, and you can edit or paste the meeting link for the teacher. </span>

##### **<span class="rvts29">Q: Will teachers log in to pick a time to get the link to their virtual conference, or does it create a meeting with a link on their calendar?</span>**

<span class="rvts14">A: Teachers can sign into pickAtime to view their schedule and meeting links by navigating to Reports / Event Reports / Teachers Schedule. </span>

##### **<span class="rvts29">Q: Can I add the virtual link to the Calendar invites?</span>**

<span class="rvts14">A: Yes, before opening the event, navigate to Event Management, Settings, Notification Setup, Calendar Event Notification. Click on Insert Macros, and under the Appointment section, add the Room macro to the Description section of the notification. </span>

##### **<span class="rvts29">Q: I created my event with in-person slots, but now my virtual links are not appearing. How can I fix this?</span>**

<span class="rvts14">A: Virtual Links will only appear if the Virtual or In-Person/Virtual slots are selected. To update the Slots:</span>

<span class="rvts162">On the Appointment Tab (Events Management), click on the Slots drop-down menu and click Update Slots. From there, you can update your Appointment Type for your slots. </span>

<span class="rvts14">To update the slots appointment type to virtual: </span>

<span class="rvts14">1. On the Settings/Vendor UI Setup tab, check the box 'Show the "Appointment type" dropdown.'</span>

<span class="rvts14">2. On the Appointments tab, select the date on the calendar, then click Slots&gt;Update Slots, select the slots appointment type virtual, and click Ok.</span>

<span class="rvts14">To check that the integration isn’t activated: </span><span class="rvts14">Go to **UI Setup, Advanced Settings**. The drop-down menu should be empty.</span>

##### **<span class="rvts29">Q: Once I add my virtual links/ virtual integration to my event, do I need to do anything to my emails to ensure that our parents receive the information?</span>**

<span class="rvts14">A: Ensure that you have the Printable Schedule of Appointments activated on your Confirmation and Reminder emails within the </span>[Notification Setup page](https://pickatime.com/help/NotificationSetupPage.html)<span class="rvts14">. To confirm that this setting is activated, go to Events Management/Settings/Notification Setup. You can then check the </span><span class="rvts162">Replace the Email Body with the Printable Schedule of Appointments</span><span class="rvts14"> option within the Confirmation and Reminder emails. The Printable Schedule of Appointments has the needed macro and formatting for your virtual URLs.</span>

##### **<span class="rvts29">Q: When I sync my calendar, do I have to allow all of the permissions?</span>**

<span class="rvts14">A: Yes, to sync your calendar to utilize the Google Integration, you have to accept all permissions and select which of the Google Calendars you want to connect to.</span>

##### **<span class="rvts29">Q: In a team of teachers (e.g., Teacher A and Teacher B), are both teachers considered organizers for a Google Meet meeting?</span>**

<span class="rvts53">A. No. Only one teacher in the team is designated as the host (organizer). The other teacher(s) in the team are set as guests, similar to the parents who booked the appointments.</span>

##### **<span class="rvts29">Q: How can I ensure all teachers receive a notification when an appointment is booked?</span>**

<span class="rvts53">A. If you would like every teacher in a team to receive a notification for a new booking, please follow these steps:</span>

<span class="rvts53">1. Go to the Settings / Notifications Setup tab.</span>

<span class="rvts53">2. In the Resource Notification Email section, check the box labeled "For resources assigned to a contact, send appointment notification via email".</span>

<span class="rvts53">Once this is enabled, all teachers will receive a notification from pickAtime whenever an appointment is booked.</span>

##### **<span class="rvts29">Q: A teacher has synced their calendar and meeting links were generated for all appointments except one. On the Online Meeting Issues page, this teacher appears in the 'Resources Without Online Meeting URLs' section with a checked box in the 'Setup' column. And the specific appointment appears in the 'Appointments Without Online Meeting URLs' section with a checked box in the 'Only this' column. Why is this happening, and how can it be fixed?</span>**

<span class="rvts53">A. This issue is typically caused by a temporary "sync hiccup" between pickAtime and Google.</span>

<span class="rvts53">To resolve this, a teacher experiencing the issue can sign into pickAtime, navigate to the Calendar Sync page, select the Google tab, and click the Reset and Re-Export button.</span>

<span class="rvts53">Alternatively, as an Administrator, you can resolve this without contacting the teachers by following these steps:</span>

<span class="rvts53">1. Go to the Contacts page.</span>

<span class="rvts53">2. Search for the specific teacher.</span>

<span class="rvts53">3. Select their contact record and click the Login As button under the search console.</span>

<span class="rvts53">4. Perform the "Reset and Re-Export" steps mentioned above while impersonating their account.</span>

##### **Q. Why does my appointment time in Google Calendar look different than my confirmation email?**

This usually happens due to a time zone mismatch.

If an event is created in a different time zone than your local setting, calendar providers like Google or Outlook will automatically adjust the time to match your location. For example, an appointment scheduled for 9:00 AM Central Time will appear as 10:00 AM if your calendar is set to Eastern Time.  
If you notice that all appointments for an event are off by an hour, you, as an admin, can fix this by updating the event’s time zone:

1. Log in to the Admin UI
2. Go to [Events / Preview](https://help.pickatime.com/books/additional-event-features/page/events-preview-page)
3. Locate your event and check the Time Zone column
4. Select the correct local time zone (e.g., Eastern Time) from the dropdown

To update existing appointments to the correct time zone, do the following in the Admin UI:

1. Navigate to the Appointments List page.
2. Check the All appointments box.
3. Select the relevant event from the drop-down menu and click Search.
4. Locate your appointment on the right-hand side and select it.
5. Click Send Email &gt; Send email to selected.
6. In the pop-up, choose Send reminder email and click OK.

Once the time zone is set, the reminder emails (which include a calendar attachment) will reflect the updated time. Calendar entries will automatically sync and display the correct time for users.

# Google Calendar Integration

<span class="rvts20">pickAtime offers a Google</span><span class="rvts37"> </span><span class="rvts20">Calendar integration. When you choose to utilize this sync option, you will have your pickAtime appointments added to either your primary Google account, and the appointments you have on your </span><span class="rvts21">Google </span><span class="rvts20">calendars will then be blocked out on your pickAtime schedule.</span>

<span class="rvts20">You can be connected to Google accounts regardless of the number of vendor accounts you are a part of. Please note that your pickAtime appointments will be added to your </span><span class="rvts21">primary </span><span class="rvts20">calendar. </span>

<span style="text-decoration: underline;"><span class="rvts45">You have two options to connect your calendar:</span></span>

<span class="rvts20">1. Set up the pickAtime - [Google Workspace Integration](https://help.pickatime.com/books/pickatime-virtual-options/page/connecting-pickatime-with-google-workspace) - this action will automatically set the calendar integration for all the teachers.</span>

<span class="rvts20">2. Ask teachers to sign into pickAtime and run the [Calendar Sync](https://help.pickatime.com/books/pickatime-virtual-options/page/google-calendar-integration). In the Admin UI tool, on the left-hand side navigation bar, select the Calendar Sync section. Select Google and then follow the steps to sync your Calendar:</span>

<span class="rvts36">1. Go to Calendar Sync and click Sign in to Google</span>

![](https://pickatime.com/help/lib/NewItem%207.png)

<span class="rvts36">2. If you have multiple accounts, select the one you are going to sync.</span>

<span class="rvts36">3. You will then be prompted to grant pickAtime authorization on your calendar. </span>

![](https://pickatime.com/help/lib/NewItem%206.png)

<span class="rvts36">Select Continue to give permission, and then select Allow on the next page that comes up. </span>

![](https://pickatime.com/help/lib/NewItem%205.png)

<span class="rvts36">Then you will be sent back to the pickAtime website. From there, you select which of the calendars from your Google account you want to connect and if you want your appointments to be blocked out.</span>

<span class="rvts45">If you are a teacher, you do </span><span class="rvts107">NOT </span><span class="rvts45">want to select the option to have blocked off time in pickAtime from the Google Calendar. </span>

![](https://pickatime.com/help/lib/NewItem%204.png)

<span class="rvts20">Once your sync has been added, you will see that your initial appointments have been imported over from your Google calendar (note that subsequent calendar appointments may take up to 24 hours to see the appointments blocked out).</span>

![](https://pickatime.com/help/lib/NewItem%203.png)

##### **<span class="rvts36">The columns for the imported appointments are as follows:</span>**

<span class="rvts36">a. the date and time of the imported appointment</span>

<span class="rvts20">b. how long the appointment lasts for in minutes</span>

<span class="rvts36">c. name of the appointment</span>

<span class="rvts36">d. which calendar the appointment came from (Google or Outlook)</span>

<span class="rvts36">e. name of the calendar it came from</span>

<span class="rvts36">f. whether the appointment should be blocked out on the scheduler</span>

<span class="rvts36">Return to Events Management/ Appointments and click the </span><span class="rvts21">Resources </span><span class="rvts36">drop-down menu and select </span><span class="rvts21">Assign Contact</span><span class="rvts36">. A</span><span class="rvts20"> dialog box will come up where you can select the Contact person for the resource to the current calendar holder.</span>

<span class="rvts36">Below is a screenshot of appointments blocked from a Google calendar after a Contact has been assigned to the Resource. The time will appear blocked while giving the title of the appointment and referencing the calendar it originated from. </span>

![](https://pickatime.com/help/lib/NewItem%202.png)

The pickAtime calendar in Google. Note that the pickAtime appointments will be color-coded, display the vendor account, resource name, and state that it's a pickAtime appointment. To help reduce unnecessary email volume, automatic email notifications are disabled when participants create or update Google Calendar events. Notifications will only come from pickAtime.

![](https://pickatime.com/help/lib/NewItem%201.png)

### **<span class="rvts0"><span class="rvts57">Frequently Asked Questions</span></span>**

<span class="rvts20">Here are some of the more common FAQ’s:</span>

##### **<span class="rvts50">Q. We are not using the Google Meet Integration; our teachers are simply syncing their Google Calendars. Why are our parents' names and emails being added to the Google Calendar event? Google Calendar is now sending out event invites!</span>**

<span class="rvts20">A. Since your teachers are using the Google Calendar Sync, our system is adding a calendar event/appointment to your Google Calendar. After the calendar sync, Google automatically sends notifications to your guests/parents. To keep this from </span><span class="rvts36">occurring</span><span class="rvts20">, your </span><span class="rvts36">teachers could use the Subscribe to iCal Feed option on the </span><span class="rvts37">Reports/Event Reports</span><span class="rvts36"> page, the Teachers' Schedule report. On the teachers' calendars would appear all appointments. But for your parents/guests, the calendar notifications would not be sent. </span>

##### **<span class="rvts50">Q. What is the Reset and Re-Export Button?</span>**

<span class="rvts20">A. The "Reset and Re-export" option just means that all appointments will be re-exported to the user's primary calendar. Usually, pickAtime exports new appointments and updates calendar events for appointments that have been changed since the "Last Synchronization" date.</span>

##### **<span class="rvts50">Q. What is the Save and Sync Button?</span>**

<span class="rvts20">A. The "Save and sync" option performs two actions: importing events from the selected calendar and exporting appointments to the primary calendar. If the "block off time in pickAtime from Google Calendar" option is enabled, then pickAtime will automatically import events from the selected calendar every 15 minutes.</span>

##### **Q. Why does my appointment time in Google Calendar look different than my confirmation email?**

This usually happens due to a time zone mismatch.

If an event is created in a different time zone than your local setting, calendar providers like Google or Outlook will automatically adjust the time to match your location. For example, an appointment scheduled for 9:00 AM Central Time will appear as 10:00 AM if your calendar is set to Eastern Time.  
If you notice that all appointments for an event are off by an hour, you, as an admin, can fix this by updating the event’s time zone:

1. Log in to the Admin UI
2. Go to Events &gt; Preview
3. Locate your event and check the Time Zone column
4. Select the correct local time zone (e.g., Eastern Time) from the dropdown

To update existing appointments to the correct time zone, do the following in the Admin UI:

1. Navigate to the Appointments List page.
2. Check the All appointments box.
3. Select the relevant event from the drop-down menu and click Search.
4. Locate your appointment on the right-hand side and select it.
5. Click Send Email &gt; Send email to selected.
6. In the pop-up, choose Send reminder email and click OK.

Once the time zone is set, the reminder emails (which include a calendar attachment) will reflect the updated time. Calendar entries will automatically sync and display the correct time for users.

# Connecting pickatime with Google Workspace

### **<span class="rvts20">Connecting pickAtime with Google Workspace</span>**

<span class="rvts20">A Google Workspace Service Account provides a simplified user experience by allowing the account to act on behalf of your users in the background, minimizing the need for individual user configuration and setup.</span>

<span class="rvts20">This integration allows central management of features like Calendar Sync, which will help automatically generate Google Meet links for the virtual appointments.</span>

1. <span class="rvts20">Log in to your Org’s Gmail / Google Workspace (G Suite) Console with a Super administrator's credentials at </span>[https://console.cloud.google.com/](https://console.cloud.google.com/)<span class="rvts20">. If you haven’t used the Console before, you will first need to agree to the Console’s Terms of Service.</span>
2. <span class="rvts20">Click the Create Project button.</span>![](https://pickatime.com/help/lib/NewItem%20116.png)
3. <span class="rvts20">Enter a Project name and click </span><span class="rvts21">Create</span><span class="rvts20">. In this example, we set the name </span><span class="rvts22">pickAtime service acc</span><span class="rvts20">.</span>![](https://pickatime.com/help/lib/NewItem%20115.png)<span class="rvts14">  
    </span>
4. <span class="rvts20">In the top left corner of the page, select the Menu button, select APIs &amp; Services in the sidebar. Then select the Enable APIs and Services button.</span>![](https://pickatime.com/help/lib/NewItem%20114.png)
5. <span class="rvts20">Search for and add the following API keys:</span>
    - <span class="rvts20">Admin SDK</span>
    - <span class="rvts20">Gmail API</span>
    - <span class="rvts20">Google Calendar API</span><span class="rvts14">  
        </span>
6. <span class="rvts153">Once all API Keys have been added, open the Google </span><span class="rvts154">Menu</span><span class="rvts153"> and navigate to </span><span class="rvts154">APIs &amp; Services</span><span class="rvts153"> → </span><span class="rvts154">Credentials </span><span class="rvts153">→ </span><span class="rvts154">Create Credentials → Service Account</span><span class="rvts153">.</span>![](https://pickatime.com/help/lib/NewItem%20113.png)<span class="rvts14">  
    </span>
7. <span class="rvts153">On the Create service account wizard: </span>
    - <span class="rvts153">Add the Service account name, i.e. ‘PAT service acc’ </span>
    - <span class="rvts153">Add the Service account descriptions, i.e. ‘Admin managed calendar sync service’</span>
    - <span class="rvts153">Steps 2, ‘Permissions,’ and 3, ‘Principals with access,’ are optional and not required. </span>
8. <span class="rvts153">Click </span><span class="rvts154">Done</span><span class="rvts153">.</span><span class="rvts14">  
    </span>![](https://pickatime.com/help/lib/NewItem%20112.png)<span class="rvts14">  
    </span>
9. <span class="rvts153">Click </span><span class="rvts154">Manage service accounts</span><span class="rvts14">  
    </span>![](https://pickatime.com/help/lib/NewItem%20111.png)<span class="rvts14">  
    </span>
10. <span class="rvts153">For the service account you created, on the far right-hand side in the Actions column, click the 3 dots Menu button &gt; Manage keys</span>![](https://pickatime.com/help/lib/NewItem%20110.png)
11. <span class="rvts153">On the Keys tab, do the following:</span>
    1. <span class="rvts153">Click </span><span class="rvts154">Add key &gt; Create new key</span>
    2. <span class="rvts153">Key type: </span><span class="rvts154">JSON</span>
    3. <span class="rvts153">Click the </span><span class="rvts154">Create</span><span class="rvts153"> button</span>![](https://pickatime.com/help/lib/NewItem%20109.png)
12. <span class="rvts153">On the Details tab, copy the Unique ID value</span>![](https://pickatime.com/help/lib/NewItem%20108.png)
13. <span class="rvts151">Navigate to </span>[admin.google.com](http://admin.google.com/)<span class="rvts151"> and do the following: </span>
14. <span class="rvts151">Click </span><span class="rvts152">Security</span><span class="rvts151"> → </span><span class="rvts152">Access and Data Control</span><span class="rvts151"> → </span><span class="rvts152">API Controls</span><span class="rvts151">. </span>
    1. <span class="rvts151">Scroll down to the very end, and click </span><span class="rvts152">Manage Domain Wide Delegation</span><span class="rvts151">.</span>
    2. <span class="rvts151">Click </span><span class="rvts152">Add new</span><span class="rvts151"> button.</span>
    3. <span class="rvts151">In the </span><span class="rvts152">Client ID</span><span class="rvts151"> field, paste the Unique ID from the previous step.</span>
    4. <span class="rvts151">In the OAuth scopes (comma-delimited) paste the following: </span>[https://www.googleapis.com/auth/calendar,https://www.googleapis.com/auth/userinfo.email,https://www.googleapis.com/auth/admin.directory.user.readonly,https://www.googleapis.com/auth/admin.directory.group.readonly,https://www.googleapis.com/auth/calendar.events](https://www.googleapis.com/auth/calendar)
    5. <span class="rvts151">Click </span><span class="rvts152">Authorize</span>
    6. ![](https://pickatime.com/help/lib/NewItem%20107.png)
15. <span class="rvts151">Connect pickAtime with a Google Workspace:</span>
16. <span class="rvts151">Sign in to pickAtime.</span>
17. <span class="rvts151">In the </span><span class="rvts152">Admin UI</span><span class="rvts151"> tool, go to the </span><span class="rvts152">Global Setup/Business</span><span class="rvts151"> page, scroll down to the </span><span class="rvts152">Integration Options &gt; Google Workspace</span><span class="rvts151"> section.</span>
18. <span class="rvts151">In the Super Admin Email field, add the email address of the Super Admin user in the Google Console.</span>
19. <span class="rvts151">In the Service Account Private key field, upload the JSON file (Which will have been exported from Google when following step #10).</span>
20. <span class="rvts151">Click the " </span><span class="rvts152">Connect and Map Contacts</span><span class="rvts151"> button, and you will see the Google Workspace Integration Result.</span>![](https://pickatime.com/help/lib/NewItem%20106.png)

##### <span style="color: rgb(224, 62, 45);">**\*\*Please note that the integration will only display “Enabled” when syncing is error-free\*\***</span>

# Microsoft Teams

# Setting up and using Microsoft Teams

<span class="rvts20">There are two ways to use MS Teams with pickAtime</span>

### **<span class="rvts0"><span class="rvts57">Method 1: Enable MS Teams Integration (Auto-Generated Unique Links)</span></span>**

<span class="rvts20">Each appointment receives a unique MS Teams link that is automatically generated and sent to both parent and teacher. </span><span class="rvts21">Please ensure that Microsoft Teams is enabled for your organization's users; otherwise, virtual meetings won't be created.</span>

1. <span class="rvts21">Have your teachers sync their Outlook Calendar using the instructions [here](https://help.pickatime.com/books/pickatime-virtual-options/page/microsoft-outlook-calendar-sync).</span>
2. <span class="rvts21">Enable MS Teams</span>
3. <span class="rvts20">Go to [Settings / UI Setup](https://help.pickatime.com/books/additional-event-features/chapter/ui-setup-page) / Advanced Settings.</span>
4. <span class="rvts20">Under Online Meeting Provider, select MS Teams.</span>
5. <span class="rvts21">Use Virtual Appointment Types</span>
6. <span class="rvts20">MS Teams links are only generated for appointments of type Virtual or Virtual/In-Person.</span>
7. <span class="rvts21">Email Configuration</span>
8. <span class="rvts20">Go to Settings / Notification Setup.</span>
9. <span class="rvts20">Check the Send confirmation email option.</span>
10. <span class="rvts20">Enable “Insert Printable Schedule as Body” to include the $(ROOM) macro (MS Teams link).</span>
11. <span class="rvts20">Optionally, you may need to change the virtual event column header to say MS Teams.</span>
12. <span class="rvts21">Customize Calendar Notifications</span>
13. <span class="rvts20">To edit the details of the notification that the </span><span class="rvts45">parent/participant</span><span class="rvts20"> receives in their calendar, go to the Settings / Notification Setup page. Select Calendar Event Notification, and then you can edit the Title (this is the header), the Description (the message in the calendar), and the Location\*. </span>
14. <span class="rvts20">To edit the details of the notification that the </span><span class="rvts45">teacher/provider receives </span><span class="rvts20">in their calendar, go to the Settings / Notification Setup page. Select the Resource Notification Email, and then you can edit the Subject and the Confirmation Email Body. </span>

![](https://pickatime.com/help/lib/NewItem%2083.png)

##### **<span class="rvts21">Notes</span>**

<span style="color: rgb(224, 62, 45);">***<span class="rvts20">You need to have a Microsoft Business Account and an MS Teams License for Teachers</span>***</span>

- <span class="rvts20">Teachers must have a Microsoft Business account and an active MS Teams license within their organization.</span>
- <span class="rvts20">To verify and activate the MS Teams license:</span>
1. <span class="rvts20">Sign in to </span>[https://admin.microsoft.com/](https://admin.microsoft.com/)<span class="rvts20">.</span>
2. <span class="rvts20">On the homepage, go to the Users section and select the teacher’s account.</span>
3. <span class="rvts20">Click More actions and choose Manage product licenses. </span>
4. <span class="rvts20">In the Licenses and Apps window, ensure the MS Teams app is checked under Apps.</span>
5. <span class="rvts20">If MS Teams is unchecked, activate it and click Save Changes.</span>


##### **<span class="rvts21">Additional Notes</span>**

- <span class="rvts20">Parents must log in to MS Teams to join meetings.</span>
- <span class="rvts20">For updating time zones, contact </span><support@pickatime.com><span class="rvts20"> to request a 'Force Update Appointments'.</span>
- <span class="rvts20">Until a real MS Teams link is generated, a placeholder 'pickAtime' link appears.</span>

### **Online Meetings Page<span class="rvts0"><span class="rvts57"> Guide</span></span>**

<span class="rvts20">This page helps Admins monitor the status of </span><span class="rvts20">MS Teams link generation and teacher calendar syncs. It’s essential to ensure that every virtual appointment is properly linked when using the MS Teams Integration.</span>

##### **<span class="rvts21">Sections on the Online Meeting Page</span>**

**<span class="rvts20">1. Online Meeting Sync</span>**

- <span class="rvts20">Shows appointments with still generating MS Teams links.</span>
- <span class="rvts20">Note: Link generation may take up to 40 minutes.</span>
- <span class="rvts20">The links will disappear from this section once the link is created and detected.</span>

[![image.png](https://help.pickatime.com/uploads/images/gallery/2026-05/scaled-1680-/5Xoimage.png)](https://help.pickatime.com/uploads/images/gallery/2026-05/5Xoimage.png)

**<span class="rvts20">2. Online Meeting Issues</span>**

- <span class="rvts20">This section lists teachers/resources that do not have meeting URLs.</span>
- <span class="rvts20">The system will give the relevant meeting information. </span>

**<span class="rvts21">3. Calendar Link Setup Status</span>**

[![image.png](https://help.pickatime.com/uploads/images/gallery/2026-05/scaled-1680-/X0pimage.png)](https://help.pickatime.com/uploads/images/gallery/2026-05/X0pimage.png)

<span class="rvts21">This section will show you if the teacher has synced their account or not and offers you the option to log in as the teacher directly from this page.</span>

**<span class="rvts21">Export Setup</span>**

- <span class="rvts20">Checked when:</span>
    - <span class="rvts20">The teacher has synced the MS Calendar account on the Calendar Sync page in the Admin UI.</span>
    - <span class="rvts20">Selected a default calendar.</span>
    - <span class="rvts20">Clicked Save and Sync.</span>
- <span class="rvts20">Missing check = Teacher has **not** completed calendar sync.</span>

**<span class="rvts21">Import Setup</span>**

- <span class="rvts20">Checked if the teacher opted to </span><span class="rvts53">block off times in pickAtime from MS Calendar</span><span class="rvts20">.</span>
- **<span class="rvts45">Not recommended for teachers.</span>**

**<span class="rvts21">Important Admin Tips</span>**

- <span class="rvts20">Teachers must have a Resource assigned to their contact records and time slots with the appointment type virtual created to appear on this page.</span>
- <span class="rvts20">After enabling the Online Meeting Provider: MS Teams, always check the Online Meeting Links page (left-handed dashboard).</span>
    - <span class="rvts20">Use it to identify any missing URLs and verify teacher sync status.</span>
- <span class="rvts20">If links don’t generate after 40 minutes, confirm:</span>
    - <span class="rvts20">The teacher has completed sync (Export Setup is checked).</span>
    - <span class="rvts20">The appointment was created as Virtual or Virtual/In-Person.</span>

**<span class="rvts21">Still No Link?</span>**

<span class="rvts20">It might be due to:</span>

- <span class="rvts20">The time zone was recently changed</span>
- <span class="rvts20">There’s an error in the system</span>

<span class="rvts20">Contact: support@pickatime.com</span>

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# Microsoft Teams FAQs

##### **<span class="rvts29">Q: How much does the Teams integration cost?</span>**

<span class="rvts14">A: Nothing additional on pickAtime’s part, but the integration does require a paid Teams account. </span>

##### **<span class="rvts29">Q: Can multiple people receive the links?</span>**

<span class="rvts14">A: The links will be in the Printable PDF sent in the Confirmation/Reminder emails, and those only go to the appointment maker. However, those emails can be forwarded to whomever the appointment maker wishes. </span>

##### **<span class="rvts29">Q: How long does it take for the links to be generated?</span>**

<span class="rvts14">A: It can take 40 minutes for a new link to be generated and added to the reports.</span>

##### **<span class="rvts29">Q: Will teachers log in to pick a time to get the link to their virtual conference, or does it create a meeting with a link on their calendar?</span>**

<span class="rvts14">A: Teachers can sign into pickAtime to view their schedule and meeting links by navigating to Reports / Event Reports / Teachers Schedule. </span>

##### **<span class="rvts29">Q: Can I add my integration retroactively?</span>**

<span class="rvts14">A: Yes, you can do the integration after the event closes. Make sure that you alert parents so that they are aware, and the links will be included in the Printable PDF within the reminder email.</span>

##### **<span class="rvts29">Q: Can there be two virtual hosts?</span>**

<span class="rvts14">A: No, there can be only one host. </span>

##### **<span class="rvts29">Q: How do I change the host?</span>**

<span class="rvts14">A: For the team of teachers, the system will select the first teacher as the host/lead teacher, and the other teacher(s) and parents will then be guests. To change the 'lead' teacher, you would need to add(if they are not already a part of the team) the new lead and remove the other teacher(s) from the team. Then you will allow Google to update to that change (40 minutes) and then re-add the other team members.</span>

##### **<span class="rvts29">Q: Why aren’t my links appearing? I added a service and appointment fields, giving the parents their appointment choice.</span>**

<span class="rvts14">A: For the links to appear, the slots must be Virtual or Virtual/In-Person.</span><span class="rvts162"> Please update your slots to either the Virtual or the In-Person or Virtual option for your parents. To do this, on the Appointment Tab (Events Management), click on the Slots drop-down menu and click Update Slots. From there, you can update your Appointment Type for your slots. </span>

<span class="rvts14">To update the slots appointment type to virtual: </span>

<span class="rvts14">1. On the Settings/Vendor UI Setup tab, check the box 'Show the "Appointment type" dropdown.'</span>

<span class="rvts14">2. On the Appointments tab, select the date on the calendar, then click Slots&gt;Update Slots, select the slots appointment type virtual, and click Ok.</span>

<span class="rvts14">To remove the Services, </span><span class="rvts162">click the red Xs to the left of the Services.</span>

<span class="rvts162">To remove the Appointment Fields, click on the field in Appointment Fields and then click the right-hand arrowhead to remove the appointment fields.</span>

##### **<span class="rvts29">Q: The help center references a Virtual Room column on the Appointments tab. I don’t see it.</span>**

<span class="rvts14">A: Make sure that your event has either virtual or in-person/virtual appointment slots. If they do, then make sure that you haven’t accidentally activated the integration. </span>

<span class="rvts14">To update the Slots: </span><span class="rvts162">On the Appointment Tab (Events Management), click on the Slots drop-down menu and click Update Slots. From there, you can update your Appointment Type for your slots. </span>

<span class="rvts14">To update the slots appointment type to virtual: </span>

<span class="rvts14">1. On the Settings/Vendor UI Setup tab, check the box 'Show the "Appointment type" dropdown'.</span>

<span class="rvts14">2. On the Appointments tab, select the date on the calendar, then click Slots&gt;Update Slots, select the slots appointment type virtual, and click Ok.</span>

<span class="rvts14">To check that the integration isn’t activated:</span>

<span class="rvts14">Go to **UI Setup, Advanced Settings**. The drop-down menu should be empty.</span>

##### **<span class="rvts29">Q: I added Virtual links to the Virtual Room column, and I don’t seem them appearing in the reports after someone books, and the links have disappeared.</span>**

<span class="rvts14">A: Please look at the UI Setup, Advanced Settings. You will see that you have set up the Teams integration. </span>

<span class="rvts14">If you disable this, the links you created will appear. </span>

##### **<span class="rvts29">Q: I don’t want to use an integration or import my teachers’ Teams links. Can I add them manually?</span>**

<span class="rvts14">A: Yes, you could add meeting links directly on the Appointments tab in the list of teachers. Then, double-click in the Virtual Room column, and you can edit or paste the meeting link for the teacher. </span>

##### **<span class="rvts29">Q: Will teachers log in to pick a time to get the link to their virtual conference, or does it create a meeting with a link on their calendar?</span>**

<span class="rvts14">A: Teachers can sign into pickAtime to view their schedule and meeting links by navigating to Reports / Event Reports / Teachers Schedule. </span>

##### **<span class="rvts29">Q: Can I add the virtual link to the Calendar invites?</span>**

<span class="rvts14">A: Yes, before opening the event, navigate to Event Management, Settings, Notification Setup, Calendar Event Notification. Click on Insert Macros, and under the Appointment section, add the Room macro to the Description section of the notification. </span>

##### **<span class="rvts29">Q: Do my teachers have to sync their Outlook calendars?</span>**

<span class="rvts14">A: Yes, teachers have to sync their Outlook calendar to use the Microsoft Teams option.</span>

##### **<span class="rvts29">Q: I have a User who can’t get into the pickAtime system from Entra ID.</span>**

<span class="rvts14">A: Check that they are in both the pickAtime and Entra databases</span>

##### **<span class="rvts29">Q: I created my event with in-person slots, but now my virtual links are not appearing. How can I fix this?</span>**

<span class="rvts14">A: Virtual Links will only appear if the Virtual or In-Person/Virtual slots are selected. To update the Slots:</span>

<span class="rvts162">On the Appointment Tab (Events Management), click on the Slots drop-down menu and click Update Slots. From there, you can update your Appointment Type for your slots. </span>

<span class="rvts14">To update the slots appointment type to virtual: </span>

<span class="rvts14">1. On the Settings/Vendor UI Setup tab, check the box 'Show the "Appointment type" dropdown.'</span>

<span class="rvts14">2. On the Appointments tab, select the date on the calendar, then click Slots&gt;Update Slots, select the slots appointment type virtual, and click Ok.</span>

<span class="rvts14">To check that the integration isn’t activated:</span>

<span class="rvts14">Go to **UI Setup, Advanced Settings**. The drop-down menu should be empty.</span>

##### **<span class="rvts29">Q: Once I add my virtual links/ virtual integration to my event, do I need to do anything to my emails to ensure that our parents receive the information?</span>**

<span class="rvts14">A: Ensure that you have the Printable Schedule of Appointments activated on your Confirmation and Reminder emails within the </span>[Notification Setup page](https://pickatime.com/help/NotificationSetupPage.html)<span class="rvts14">. To confirm that this setting is activated, go to Events Management/Settings/Notification Setup. You can then check the </span><span class="rvts162">Replace the Email Body with the Printable Schedule of Appointments</span><span class="rvts14"> option within the Confirmation and Reminder emails. The Printable Schedule of Appointments has the needed macro and formatting for your virtual URLs.</span>

##### **<span class="rvts29">Q: When I sync my calendar, do I have to allow all of the permissions?</span>**

<span class="rvts14">A: Yes, to sync your calendar to utilize the Teams Integration, you have to accept all permissions and select which of the Microsoft Calendars you want to connect to.</span>

# Microsoft Outlook Calendar Sync

##### **<span class="rvts21">Setup Steps</span>**

1. <span class="rvts21">Sync Calendar with Outlook. </span><span class="rvts20">Teachers manually sync via the Calendar Sync page in the pickAtime Admin UI. To sync your MS Calendar, do the following:</span>
2. <span class="rvts20">Go to the Calendar Sync and click the ‘Sign in to </span>[Outlook.com](http://outlook.com/)<span class="rvts20">’ button.</span>![](https://pickatime.com/help/lib/NewItem%2086.png)
3. <span class="rvts20">Accept the permissions for Outlook</span>
4. ![](https://pickatime.com/help/lib/NewItem%2085.png)
5. <span class="rvts20">Select your calendar and click</span>![](https://pickatime.com/help/lib/NewItem%2084.png)

### **<span class="rvts0"><span class="rvts57">Frequently Asked Questions</span></span>**

<span class="rvts20">Here are some of the more common FAQ’s:</span>

##### **<span class="rvts50">Q. What is the Reset and Re-Export Button?</span>**

<span class="rvts20">A. The "Reset and Re-export" option just means that all appointments will be re-exported to the user's primary calendar. Usually, pickAtime exports new appointments and updates calendar events for appointments that have been changed since the "Last Synchronization" date.</span>

##### **<span class="rvts50">Q. What is the Save and Sync Button?</span>**

<span class="rvts20">A. The "Save and sync" option performs two actions: importing events from the selected calendar and exporting appointments to the primary calendar. If the "block off time in pickAtime from Google Calendar" option is enabled, then pickAtime will automatically import events from the selected calendar every 15 minutes.</span>

##### **Q. Why does my appointment time in Outlook Calendar look different than my confirmation email?**

This usually happens due to a time zone mismatch.

If an event is created in a different time zone than your local setting, calendar providers like Google or Outlook will automatically adjust the time to match your location. For example, an appointment scheduled for 9:00 AM Central Time will appear as 10:00 AM if your calendar is set to Eastern Time.  
If you notice that all appointments for an event are off by an hour, you, as an admin, can fix this by updating the event’s time zone:

1. Log in to the Admin UI
2. Go to Events &gt; Preview
3. Locate your event and check the Time Zone column
4. Select the correct local time zone (e.g., Eastern Time) from the dropdown

To update existing appointments to the correct time zone, do the following in the Admin UI:

1. Navigate to the Appointments List page.
2. Check the All appointments box.
3. Select the relevant event from the drop-down menu and click Search.
4. Locate your appointment on the right-hand side and select it.
5. Click Send Email &gt; Send email to selected.
6. In the pop-up, choose Send reminder email and click OK.

Once the time zone is set, the reminder emails (which include a calendar attachment) will reflect the updated time. Calendar entries will automatically sync and display the correct time for users.

# Zoom

# Zoom Admin Managed App

<span class="rvts20">PickAtime offers the option to use Zoom within events. There are two ways to use Zoom. </span>

<span class="rvts20">In the first option, the teacher would use their own account to create a single Zoom URL, which would be placed within the Room column in the Appointments Tab within Event Management. </span>

### **<span class="rvts0"><span class="rvts169">Method 1: The Zoom Integration</span></span>**

<span class="rvts20">The second option is the integration with Zoom itself.</span><span class="rvts53"> </span><span class="rvts23">With the Zoom integration, teachers can offer individual Zoom online meetings. The Zoom links are automatically generated for customers and parents. There is no additional charge from pickAtime for this integration. </span>

<p class="callout warning"><span style="color: rgb(224, 62, 45);"><span class="rvts171">Please note: </span><span class="rvts53">When you activate the integration, </span><span class="rvts170">it will not display the Zoom link information placed in the Virtual</span><span class="rvts53">/Room column.</span></span></p>

<span class="rvts20">To use the Zoom Integration with pickAtime, you will use the Admin Managed application. </span>

<span class="rvts20">1. Go to</span>[ ](https://help.pickatime.com/pickatimehelp/pickatime.com)[pickatime.com](https://help.pickatime.com/pickatimehelp/pickatime.com)<span class="rvts20"> and log in. Ensure that you have all of your teachers imported, and go to the Admin UI tool, </span>[<span class="rvts21">Global Setup / Business</span>](https://help.pickatime.com/books/additional-event-features/page/global-setup-business-page)<span class="rvts20">[ page](https://help.pickatime.com/books/additional-event-features/page/global-setup-business-page), </span><span class="rvts21">Integration Options</span><span class="rvts20"> section</span>

<span class="rvts20">2. In the</span><span class="rvts21"> Zoom Integration</span><span class="rvts20"> section, click the </span><span class="rvts21">Connect and Map Contacts</span><span class="rvts20"> button.</span>

![](https://pickatime.com/help/lib/NewItem%20122.png)

<span class="rvts20">3. Permit the app (if you are not logged into Zoom, you may be asked to log in) for meetings (first icon listed).</span>

![](https://pickatime.com/help/lib/NewItem%20121.png)

<span class="rvts20">4. The app is now connected.</span>

![](https://pickatime.com/help/lib/NewItem%20120.png)

<span class="rvts20">5. Once the mapping is complete, a pop-up dialog box will appear giving you the details.</span>

![](https://pickatime.com/help/lib/NewItem%20119.png)

<span class="rvts20">This will activate the integration on an </span><span class="rvts21">account level. </span><span class="rvts20">To activate the Zoom integration for an individual event, go to </span>**<span class="rvts21" style="color: rgb(224, 62, 45);">Events Management / Settings / UI Setup / Advanced Settings / Online Meeting Provider</span>**<span class="rvts20"> and then select </span><span class="rvts21">Zoom</span><span class="rvts20">.</span>

![](https://pickatime.com/help/lib/NewItem%20118.png)

### **Online Meetings Page<span class="rvts0"><span class="rvts57"> Guide</span></span>**

<span class="rvts20">This page helps Admins monitor the status of Zoom Meet link generation and teacher calendar syncs. This page will help you to ensure every virtual appointment is properly linked.</span>

##### **<span class="rvts21">Sections on the Online Meeting Page</span>**

**<span class="rvts20">1. Online Meeting Sync</span>**

- <span class="rvts20">Shows appointments that are still generating Zoom links.</span>
- <span class="rvts20">Note: Link generation may take up to 40 minutes.</span>
- <span class="rvts20">The links will disappear from this section once the link is created and detected.</span>

[![image.png](https://help.pickatime.com/uploads/images/gallery/2026-05/scaled-1680-/5Xoimage.png)](https://help.pickatime.com/uploads/images/gallery/2026-05/5Xoimage.png)

**<span class="rvts20">2. Online Meeting Issues</span>**

- <span class="rvts20">List teachers/resources that do not have meeting URLs.</span>
- <span class="rvts20">The system will give the relevant meeting information while also offering action steps</span>

**<span class="rvts21">3. Calendar Link Setup Status</span>**

[![image.png](https://help.pickatime.com/uploads/images/gallery/2026-06/scaled-1680-/NVcimage.png)](https://help.pickatime.com/uploads/images/gallery/2026-06/NVcimage.png)

<span class="rvts21">This section will show you if the teacher has mapped their Zoom account or not.</span>

**<span class="rvts21">Export Setup</span>**

- <span class="rvts20">Checked = </span><span class="rvts20">The teacher's pickAtime account has been mapped to their Zoom account.</span>
- <span class="rvts20">Missing check = The teacher's pickAtime account has **not** been mapped to their Zoom account.</span>

**<span class="rvts21">Import Setup - <span style="text-decoration: underline;">Google only</span></span>**

- <span class="rvts20">Checked if the teacher opted to </span><span class="rvts53">block off times in pickAtime from their Calendar</span><span class="rvts20">.</span>
- <span class="rvts45">Not recommended for teachers.</span>

**<span class="rvts21">Important Admin Tips</span>**

- <span class="rvts20">Teachers must have a Resource assigned to their contact records and time slots with the appointment type virtual created to appear on this page.</span>
- <span class="rvts20">Teachers within pickAtime must be mapped to their Zoom account.</span>
- <span class="rvts20">If links don’t generate after 40 minutes, confirm:</span>
    - <span class="rvts20">The teacher has completed sync (Export Setup is checked).</span>
    - <span class="rvts20">The appointment was created as Virtual or Virtual/In-Person.</span>

**<span class="rvts21">Still No Link?</span>**

<span class="rvts20">It might be due to:</span>

- <span class="rvts20">The time zone was recently changed</span>
- <span class="rvts20">There’s an error in the system</span>

<span class="rvts20">Contact: support@pickatime.com</span>

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# Zoom FAQs

##### **<span class="rvts29">Q: How much does the Zoom integration cost?</span>**

<span class="rvts14">A: Nothing additional on pickAtime’s part, but the integration does require a paid Zoom account. </span>

##### **<span class="rvts29">Q: Can multiple people receive the Zoom links?</span>**

<span class="rvts14">A: The links will be in the Printable PDF sent in the Confirmation/Reminder emails, and those only go to the appointment maker. However, those emails can be forwarded to whomever the appointment maker wishes. </span>

##### **<span class="rvts29">Q: How long does it take for the links to be generated?</span>**

<span class="rvts14">A: It can take up to 40 minutes for a new link to be generated and added to the reports.</span>

##### **<span class="rvts29">Q: What does this Zoom error mean?</span>**

*<span class="rvts38" style="color: rgb(224, 62, 45);">pickATime and Zoom Synchronization Errors</span>*

*<span class="rvts38" style="color: rgb(224, 62, 45);">Other Error: Pickatime User: Teacher Name, Teacher email,</span>*

*<span class="rvts38" style="color: rgb(224, 62, 45);">Zoom User ID: 00000000</span>*

*<span class="rvts38" style="color: rgb(224, 62, 45);">was not found in Zoom or is not active. Check Pending Users section of</span>*

*<span class="rvts38" style="color: rgb(224, 62, 45);">your Zoom Account.</span>*

<span class="rvts14">A: This means that the sync didn’t find the teacher. Please check both Zoom and pickAtime to ensure that the teacher is in both environments and has the same information.</span>

##### **<span class="rvts29">Q: Can I add my integration retroactively?</span>**

<span class="rvts14">A: Yes, you can do the integration after the event closes. Make sure that you alert parents so that they are aware, and the links will be included in the Printable PDF within the reminder email.</span>

##### **<span class="rvts29">Q: Can there be two virtual hosts?</span>**

<span class="rvts14">A: No, there can be only one host. </span>

##### **<span class="rvts29">Q: How do I change the host?</span>**

<span class="rvts14">A: For the team of teachers, the system will select the first teacher as the host/lead teacher, and the other teacher(s) and parents will then be guests. To change the 'lead' teacher, you would need to add(if they are not already a part of the team) the new lead and remove the other teacher(s) from the team. Then you will allow Zoom to update to that change (40 minutes) and then re-add the other team members.</span>

##### **<span class="rvts29">Q: Why aren’t my links appearing? I added a service and appointment fields, giving the parents their appointment choice.</span>**

<span class="rvts14">A: For the links to appear, the slots must be Virtual or Virtual/In-Person.</span><span class="rvts162"> Please update your slots to either the Virtual or the In-Person or Virtual option for your parents. To do this, on the Appointment Tab (Events Management), click on the Slots drop-down menu and click Update Slots. From there, you can update your Appointment Type for your slots. </span>

<span class="rvts14">To update the slots appointment type to virtual: </span>

<span class="rvts14">1. On the Settings/Vendor UI Setup tab, check the box 'Show the "Appointment type" dropdown'</span>

<span class="rvts14">2. On the Appointments tab, select the date on the calendar, then click Slots&gt;Update Slots, select the slots appointment type virtual, and click Ok.</span>

<span class="rvts14">To remove the Services, </span><span class="rvts162">click the red Xs to the left of the Services.</span>

<span class="rvts162">To remove the Appointment Fields, click on the field in Appointment Fields and then click the right-hand arrowhead to remove the appointment fields.</span>

##### **<span class="rvts29">Q: The help center references a Virtual Room column on the Appointments tab. I don’t see it.</span>**

<span class="rvts14">A: Make sure that your event has either virtual or in-person/virtual appointment slots. If they do, then make sure that you haven’t accidentally activated the integration. </span>

<span class="rvts162">On the Appointment Tab (Events Management), click on the Slots drop-down menu and click Update Slots. From there, you can update your Appointment Type for your slots. </span>

<span class="rvts14">To update the slots appointment type to virtual: </span>

<span class="rvts14">1. On the Settings/Vendor UI Setup tab, check the box 'Show the "Appointment type" dropdown.'</span>

<span class="rvts14">2. On the Appointments tab, select the date on the calendar, then click Slots&gt;Update Slots, select the slots appointment type virtual, and click Ok.</span>

<span class="rvts14">To check that the integration isn’t activated:</span>

<span class="rvts14">Go to **UI Setup, Advanced Settings**. The drop-down menu should be empty.</span>

##### **<span class="rvts29">Q: I added Virtual links to the Virtual Room column, and I don’t seem them appearing in the reports after someone books, and the links have disappeared.</span>**

<span class="rvts14">A: Please look at the **UI Setup, Advanced Settings**. You will see that you have set up the Zoom integration. </span>

<span class="rvts14">If you disable this, the Zoom link you created will appear. </span>

##### **<span class="rvts29">Q: I don’t want to use an integration or import my teachers’ Zoom links. Can I add them manually?</span>**

<span class="rvts14">A: Yes, you could add meeting links directly on the Appointments tab in the list of teachers. Then, double-click in the Virtual Room column, and you can edit or paste the meeting link for the teacher. </span>

##### **<span class="rvts29">Q: What happens if a teacher does not currently have an individual Zoom account assigned under their email address /user? Does the system assign a Zoom meeting room, or do we have to make sure that each teacher has a matching Zoom account mapped?</span>**

<span class="rvts14">A: They will not have a Zoom link generated until they are mapped. The integration will retroactively add the links once the teacher is mapped, however.</span>

##### **<span class="rvts29">Q: Will teachers log in to pick a time to get the link to their virtual conference, or does it create a meeting with a link on their calendar?</span>**

<span class="rvts14">A: Teachers can sign into pickAtime to view their schedule and meeting links by navigating to Reports &gt; Event Reports &gt; Teachers Schedule. </span>

##### **<span class="rvts29">Q: Can I add the virtual link to the Calendar invites?</span>**

<span class="rvts14">A: Yes, before opening the event, navigate to Event Management, Settings, Notification Setup, Calendar Event Notification. Click on Insert Macros, and under the Appointment section, add the Room macro to the Description section of the notification. </span>

##### **<span class="rvts29">Q: It looks as if none of our Zoom meetings have a link. We set up our Zoom integration in Summer 2025. </span>**

<span class="rvts14">A: You previously used the Server-to-server integration with Zoom. This approach has been deprecated. We recommend setting up a new </span>[Admin Managed app](https://pickatime.com/help/ZoomAdminManagedApp.html)<span class="rvts14"> integration. This can be completed in a few clicks, and once configured, all meeting links will be generated automatically.</span>

##### **<span class="rvts29">Q: I created my event with in-person slots, but now my virtual links are not appearing. How can I fix this?</span>**

<span class="rvts14">A: Virtual Links will only appear if the Virtual or In-Person/Virtual slots are selected. To update the Slots:</span>

<span class="rvts162">On the Appointment Tab (Events Management), click on the Slots drop-down menu and click Update Slots. From there, you can update your Appointment Type for your slots. </span>

<span class="rvts14">To update the slots appointment type to virtual: </span>

<span class="rvts14">1. On the Settings/Vendor UI Setup tab, check the box 'Show the "Appointment type" dropdown.'</span>

<span class="rvts14">2. On the Appointments tab, select the date on the calendar, then click Slots&gt;Update Slots, select the slots appointment type virtual, and click Ok.</span>

<span class="rvts14">To check that the integration isn’t activated:</span>

<span class="rvts14">Go to **UI Setup, Advanced Settings**. The drop-down menu should be empty.</span>

##### **<span class="rvts29">Q: Once I add my virtual links/ virtual integration to my event, do I need to do anything to my emails to ensure that our parents receive the information?</span>**

<span class="rvts14">A: Ensure that you have the Printable Schedule of Appointments activated on your Confirmation and Reminder emails within the </span>[Notification Setup page](https://pickatime.com/help/NotificationSetupPage.html)<span class="rvts14">. To confirm that this setting is activated, go to Events Management/Settings/Notification Setup. You can then check the </span><span class="rvts162">Replace the Email Body with the Printable Schedule of Appointments</span><span class="rvts14"> option within the Confirmation and Reminder emails. The Printable Schedule of Appointments has the needed macro and formatting for your virtual URLs.</span>

##### **<span class="rvts29">Q: I created my event with virtual slots and with a Zoom integration. I can see that all of my teachers are mapped and everything seems ok. Why don't I have links?</span>**

<span class="rvts14">A: </span>Review your Zoom account settings to see if they are configured to require **numeric**-only passwords. The pickAtime-Zoom integration generates **alphanumeric** passwords. This discrepancy can cause an error each time the system attempts to create a meeting link: "<span style="color: rgb(224, 62, 45);">*Password provided does not match the password requirement settings set for this account. The password must follow these rules: \[Password must contain only numeric characters.\]*</span>"

<div id="bkmrk-to-resolve-this-and-">To resolve this and allow the links to generate, please adjust your Zoom account settings to permit alphanumeric passwords. While we may review our password requirements in the future, updating your Zoom settings is the necessary solution at this time.</div><div id="bkmrk-"></div>1. **Sign in as an Admin**
    - Go to the [Zoom Web Portal](https://zoom.us/signin).
    - Sign in using an account with Admin or Owner privileges.
2. **Navigate to Account Settings**
    - In the navigation menu on the left, click on Account Management.
    - Click on Account Settings.
    - Ensure you are on the Meeting tab at the top.
3. **Locate "Passcode Requirement"**
    - Scroll down to the Security section.
    - Look for a sub-section titled Passcode Requirement. 
        - **Note**: This is different from the "Sign-in Password" (which is for your login). You are looking for the rules that govern Meeting Passcodes.
4. **Adjust the Complexity Settings**
    - Under the Passcode Requirement, you likely have a box checked that says "Only allow numeric passcodes" or similar.
    - Uncheck that option.
    - To ensure pickAtime's alphanumeric passwords work, make sure the following are not restricted to numbers only.
    - Ideally, you want to enable "Have at least 1 letter" or simply ensure that the numeric-only restriction is turned off.
5. **Save and Verify**
    - Click Save at the bottom of that section if prompted.
    - **Important**: If the setting is "locked" (indicated by a padlock icon), you must unlock it at the Account level to allow the pickAtime integration to generate the links successfully.

<p class="callout info">Once you make the changes in Zoom, please let us know, and we will trigger the meeting link generation on our end.</p>