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.