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PTA Management Guide

Adding a new student

Add Student Go into the Contacts section of the Admin UI. Search first for the student by name. ...

Administrator Access

From the Contacts tab, you can search for a contact, select their name, and adjust the "Admin Lev...

Allow Teachers to Block Slots

The default Administrative access for teachers is Appointment Viewer access only. You can, howeve...

Allow Teachers to pre book appointments

The default Administrative access for teachers is Appointment Viewer access only. You can, howeve...

Booking Appointments in the Admin UI

Booking an appointment through the CUI will not allow you to override any restrictions you may ha...

Contacts

On the Contacts tab, you can search for a contact, select the contact, and then view the informat...

Creating Teams

You can combine teachers into teams on the Class Editor page. To create a team, you will do the f...

Creating Parent Appointments

Making Parent Appointments Select the Appointments tab and use the calendar on the left to sele...

Directions for Parents

Parent Teacher Conference Scheduling Guide Follow the link provided by your school to access the ...

Divorced Parents

There is a one-appointment per teacher per class rule for Parent Teacher Conference Scheduling. T...

Modifying Enrollment Data

From the Admin UI, select the Class Editor tab. Select a teacher and then select the class. The ...

Modifying Teacher or Room Data

Teachers Once the teacher and class data have been imported into the system, the teacher’s names ...

Moving a Class

From the Admin UI, select the Class Editor tab Select the Teacher from the list on the left Sele...

Parent Student Relationships

How to View the Parent / Student Relationships On the Contacts tab, there is a smaller tab in the...

Problem Appointments

The Appointments List page will provide a master list of all appointments. It will also display a...

Reports

When you first log in to your account from the pickAtime home page, you will be in the Admin tool...

Sending Custom Emails

From the Appointments List page (not the Appointments page) in the Admin UI, you can search by a ...