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Admin UI Overview

When you first log in to your pickAtime account, you will automatically land on the Administrative User Interface, with the Event Reports displayed by default.

Profile & Sidebar Navigation

  • Profile Settings: In the top-left corner, your name is displayed. Click the back arrow (<) to edit your profile, change your password, or log out.

  • Minimize Sidebar: Click the "X" in the green ribbon to collapse the sidebar and expand your workspace.

  • Multi-Account Users: Use the Vendor drop-down menu to toggle between different accounts.

Left-Hand Navigation Menu

  • Reports: View both account-wide and event-specific data.

    • Account Reports: Select this button to view billing and global data.

    • Event Reports: Select this button to view data for specific events. Use the Event drop-down to switch between events, and the Report drop-down to switch between specific report types. (See the Reports section for more details).

  • Events Preview: Create, view, and manage your scheduled events.

  • Appointments List: View all upcoming appointments globally, or filter them by date/event. From this page, you can delete appointments and send one-off emails to participants.

  • Contacts: Manage all users linked to your account (Administrators, Teachers, Parents, and Students).

    • Students: View their enrolled classes.

    • Parents: View scheduled appointments, history logs (bookings, cancellations, emails sent), or manually reset parent passwords.

    • Teachers: View and adjust administrative access levels.

  • Importer: Upload your roster and data files.

  • Global Setup: Manage your sitewide configurations across two tabs:

    • Business Setup: Update your school’s name, address, and core account settings.

    • Contacts Setup: Create custom prompts and forms for parents to complete when they first register on your scheduling site.

  • Calendar Sync: Authorize administrators to sync their Google and/or Outlook calendars with the platform.

  • Online Scheduler: A quick-access link to the live booking page (also known as the Customer User Interface or CUI).

  • Add New Account: Opens a new window to set up a brand-new business or sub-account.

  • User Manual: Opens the comprehensive Online User Manual in a separate window.

  • Tour This Page: Launches an interactive, step-by-step guided walkthrough with helpful on-screen popups.

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