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
OnProfile Settings: In the top top-left corner you will seecorner, your name.name Selectingis displayed. Click the <back arrow you will be able(<) to Editedit Profileyour /profile, Changechange Passwordyour password, or log out.
LogMinimize OutSidebar: fromClick 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.
ReportAccount Reports:pull-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 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.details).
The Events Preview: areaCreate, is where you will create/viewview, 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 you can delete appointment(s) or send one-off emails.
The Contacts area will allow you to view the Contacts (Administrators, Teachers, Parents and Students) that reside on your account. For any student, you can view the classes they are enrolled in. For any parent, you can see the list of appointments they have made. You can view the log of appointments booked, canceled, and emails sent to a parent. For any teacher, you can view and adjust their access level. On this page, you can adddelete in new contactsappointments 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 theparent password for existing contacts.passwords.
TheTeachers: View and adjust administrative access levels.
Importer: areaUpload willyour allowroster toand importdata a teacher filefiles.
The Global SetupSetup: areaManage willyour allowsitewide toconfigurations manage settings for the entire account. There areacross two sub-tabstabs:
Business Setup: pageUpdate hasyour theschool’s namename, address, and address of your school. On this page you can adjust variouscore account settings.
Contacts Setup: pageCreate allows you to createcustom prompts and forms for collectingparents informationto from your parentscomplete when they first logregister intoon your scheduling site and register. site.
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). Administrators will have an Admin Reports link at the top of the Online Scheduler which will return you to the Admin User Interface.
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.