Simple PTA FAQs
Account
Administrators
Can I have multiple administrators on my account?
You can set up any number of users with Administrative access. To do so, you would go to the Cont...
I'm getting the message "email address already exists, can't create doubles" when I add a teacher email address. What does this mean?
This means that the teacher's email address you added already exists with an account in pickAtime...
What Administrative Access levels are there?
Appointment Viewer - allows a contact to view the appointments made. Teachers are generally assig...
Admin UI
Why is the Appointments List red?
A "Problem Appointment" occurs when a registration is placed on hold because it no longer fits th...
On the Appointments List page I noticed orange appointments with the status 'Customer is creating this appointment'. What do we need to fix these?
If you see appointments highlighted in orange on the Appointments List page, it indicates that a ...
How do I sort my teacher roster?
You can reorganize the teacher list on the Appointments page to follow a specific alphabetical or...
Every time I change the Open scheduler to customers on one of my events, it changes this on my other events? Why are my events connected?
How to Separate Your Event Settings To ensure that changes made to one event - such as the "Open ...
Is there a way to allow my parents to only see a certain event on our account?
Yes, you can use the Category Sort option to control what is seen and how it is seen on your acco...
Appointments
I would like to offer Virtual appointments for part of the day (e.g., morning/early afternoon) and In-Person appointments for another part of the day (e.g., evening). Can I set that up?
Yes, you can absolutely achieve this. Create separate time slots for each appointment type: Use ...
A participant accidentally booked an In-Person appointment but needs a Virtual one. How can we change the appointment type?
You can easily swap the appointment format without having to cancel and rebook the entire slot. T...
I want to change all booked appointments from In-Person to Virtual (or vice versa). How can I do this?
If your meeting format changes for the entire day or a specific time block, the most efficient wa...
I have a current event set on the site, but the date needs to be changed. Is there a way to update the date, but keep the existing appointments?
Yes, you can move your entire schedule - including the existing appointments - to a new date with...
Appointments List
Canceled Appointments
Contacts
Data Files
How do I create a tab delimited text file?
Depending on which spreadsheet software you are using, follow the steps below to save your file i...
My teacher (student) names were reversed when I imported them. I had the Last Name in the First Name column and vice versa.
This is a common issue during the initial setup, but fortunately, it is very easy to fix without ...