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Admin UI Overview

Upon logging into your pickAtime account, you are directed to the Administrative User Interface (Admin UI). By default, the system opens to the Event Reporting page.

The Header & Navigation Sidebar

  • User Profile: In the top-left corner, click your name or the arrow (<) to edit your profile, change your password, or log out.

  • Sidebar Toggle: Click the "X" in the green header bar to minimize the sidebar and expand your workspace.

Sidebar Navigation Menu

Continuing down the left-hand side, you will find the following management areas:

  • Reports: View both Event-Specific and Account-Specific data.

    • If you manage multiple organizations, use the Vendor dropdown to switch accounts.

    • Use the Event Reports or Account Reports buttons to toggle between report categories.

  • Events Preview: Create, view, and manage your specific events (e.g., "Fall Parent-Teacher Conferences").

  • Appointments List: Access a master list of all bookings. This area is ideal for bulk-deleting appointments or sending manual, one-off emails.

  • Contacts: Manage all users (Administrators and Parents).

    • View logs of booked/canceled appointments and email history for any participant.

    • Add new contacts, adjust administrator access levels, or reset user passwords.

  • Importer: Upload data files (such as student or teacher rosters) into the system.

  • Global Setup: Manage settings that apply to your entire account.

    • Business: Update your school’s name, address, and account-wide configurations.

    • Contacts: Create custom registration forms and prompts to collect specific information from parents when they first sign up.

  • Online Scheduler: A direct link to the Customer User Interface (CUI) - this is exactly what your participants see when they book appointments.

  • Add New Account: Open a window to create a separate business account under your vendor profile.

  • User Manual: Opens the comprehensive online documentation in a new window.

  • Tour This Page: Launches an interactive walkthrough with helpful tooltips to guide you through the current screen.

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