Admin UI Overview
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 allows 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,this page, you can delete appointment(s)appointments orand send one-off emails.emails to participants.
TheContacts: ContactsManage areaall allowsusers youlinked to viewyour the Contactsaccount (Administrators, Teachers, Parents, and Students).
Students: account.View For any student, you can view the classes they aretheir enrolled in.classes.
Parents: youView canscheduled seeappointments, thehistory listlogs of(bookings, appointments they have made. You can view the log of appointments booked, canceled, andcancellations, emails sentsent), toor amanually parent.reset Forparent anypasswords.
Teachers: viewView and adjust theiradministrative access level.levels.
TheImporter: Importer area will allow you to importUpload your roster and data files.
TheGlobal Setup: Manage your sitewide configurations across two tabs:
GlobalBusiness Setup: areaUpdate willyour allowschool’s youname, to manage settings for the entire account. There are two sub-tabs. The Business Setup page has the nameaddress, and address of your school. On this page, you can adjust variouscore account settings.
The Contacts Setup: pageCreate allows you to createcustom prompts and forms for collectingparents informationto from your parentscomplete when they first logregister intoon your scheduling sitesite.
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.