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  • Product Updates
    • New CUI
    • Product Updates
    • New Process for creating Virtual meetings
  • Virtual Meeting Options
    • Virtual Meetings
    • Zoom Meeting Options
    • FAQ Zoom
    • Google Meet Options
    • FAQ Google Meet
    • Troubleshooting your Zoom or Google Meet Integration
    • Provide your parents with a choice of In-Person or Virtual Meeting
  • Introduction
    • Getting Started
      • Schools
      • Businesses
    • Hierarchy & User Interfaces
      • Customer User Interface
  • Parent Teacher Conference Scheduling
    • Parent Teacher Appointments - New CUI
      • Changes in the New CUI
      • Introduction
      • Admin UI Overview
      • Setup Overview Video
      • PTA Setup
        • Previous Users of pickAtime
        • Checklist
        • Step 1: Setup Event
        • Step 2: Data Format
          • Student File
          • Teacher File
          • Class File
          • Enrollment File
          • Creating Teams
          • Parent File (only required for SSO)
          • Parent Student Relationship File (only required for SSO)
          • Mistakes to Avoid
          • Import
          • Error Messages on Import
          • How to Correct Bad Data
          • View Your Data
          • Missing Data
        • Step 3: Create Slots
        • Step 4: Adjust Settings
          • Appointment Settings
          • Parent Login (optional)
          • Configure Email (optional)
          • Configure Customer User Interface (CUI)
        • Step 5: Turn it on and Try it out
        • Additional Checks
      • PTA Management
        • How Parents Identify their Student
        • Contacts
        • Creating Teams
        • Modifying Teacher or Room Data
        • Moving a Class
        • Moving a student from one class to another
        • Modifying Enrollment Data
        • Divorced Parents
        • Resetting Passwords
        • Parent Teacher Appointments
          • Making Parent Appointments
          • Logging in as a Parent
          • Viewing Appointments
          • Problem Appointments
          • Parent Student Relationships
        • Directions for Parents
          • Directions for Parents (single event)
          • Directions for Parents (multiple events)
          • Directions for Parents (when you have imported your parent roster)
        • Sending Custom Emails
        • Administrator Access
        • Teacher Access
        • Reports
        • Adding a New Student
        • Parent Troubleshooting - Top FAQs
        • Teacher Troubleshooting - Top FAQs
      • PTA Reference
        • Appointments List
        • Contacts
        • Global Setup
          • Business Setup - PTA
          • Contacts Setup
        • Appointments page
        • Class Editor page
        • Settings
          • UI Setup
          • Vendor UI Setup
          • Services Setup
          • Email Setup
          • CUI Messages
          • Appointment Fields
        • Data Import - Dealing with Bad Data
          • Three Ways to Fix It
          • Deleting the Data
          • Errors with student or teacher data
          • Errors with Class Data
          • Teachers and Resources
      • Advanced Setup Options
        • Allow your Teachers to block slots
        • Allow your Teachers to book appointments
        • Allow a Teacher to have different appointment durations for different classes
        • Allow Zoom links for some parents only
        • Clever
        • Collect Information from your Parents
        • Single Sign On
        • PTA - Group Name Feature
        • Virtual vs In-Person Option
      • PTA FAQ
    • Parent Teacher Appointments
      • Introduction
      • Admin UI Overview
      • Setup Overview Video
      • PTA Setup
        • Previous Users of pickAtime
        • Checklist
        • Step 1: Setup Event
        • Step 2: Data Format
          • Student File
          • Teacher File
          • Class File
          • Enrollment File
          • Creating Teams
          • Parent File (only required for SSO)
          • Parent Student Relationship File (only required for SSO)
          • Mistakes to Avoid
          • Import
          • Error Messages on Import
          • Teacher File Errors
          • How to Correct Bad Data
          • View Your Data
          • Missing Data
        • Step 3: Create Slots
        • Step 4: Adjust Settings
          • Appointment Settings
          • Parent Login (optional)
          • Configure Email (optional)
          • Configure Customer User Interface (CUI)
        • Step 5: Turn it on and Try it out
        • Additional Checks
      • PTA Management
        • How Parents Identify their Student
        • Contacts
        • Creating Teams
        • Modifying Teacher or Room Data
        • Moving a Class
        • Moving a student from one class to another
        • Modifying Enrollment Data
        • Divorced Parents
        • Resetting Passwords
        • Parent Teacher Appointments
          • Making Parent Appointments
          • Logging in as a Parent
          • Viewing Appointments
          • Problem Appointments
          • Parent Student Relationships
        • Sending Custom Emails
        • Administrator Access
        • Directions for Parents
        • Directions for Parents - with a choice of Virtual or In-Person
        • Teacher Access
        • Reports
        • Adding a New Student
        • Parent Troubleshooting - Top FAQs
        • Teacher Troubleshooting - Top FAQs
      • PTA Reference
        • Appointments List
        • Contacts
        • Global Setup
          • Contacts Setup
          • Business Setup - PTA
        • Appointments page
        • Class Editor page
        • Settings
          • UI Setup
          • Vendor UI Setup
          • Services Setup
          • Email Setup
          • CUI Messages
          • Appointment Fields
        • Data Import - Dealing with Bad Data
          • Three Ways to Fix It
          • Deleting the Data
          • Errors with Student or Teacher data
          • Errors with Class Data
          • Teachers and Resources
      • Advanced Setup Options
        • Allow your Teachers to block slots
        • Allow your Teachers to book appointments
        • Allow a Teacher to have different appointment durations for different classes
        • Allow Zoom links for some parents only
        • Clever
        • Collect Information from your Parents
        • Finalsite / Silverpoint Single Sign On
        • PTA - Group Name Feature
        • Virtual vs In-Person Option
      • PTA FAQ
      • Making Parent Appointments in Admin UI - PTA
        • Booking Appointments in VUI
        • Teacher Instructions for Making Parent Appointments in the Admin UI
      • Parent-Teacher Conference Videos
    • Using Blackbaud for Parent Teacher Appointments
      • Introduction
      • Admin UI Overview
      • Information for Previous pickatime Users
      • Blackbaud Setup Guide
        • Checklist - Blackbaud
        • Integrating with BLACKBAUD SKY API
        • Account Settings
        • Create Your Event
        • Export Data
        • View Your Data
        • Create Slots
        • Settings
          • Appointment Settings
          • Email Templates
          • Configure CUI
        • Turn it on
        • Create the SSO - new schools
        • Create the SSO - current schools
        • Test the SSO URL
      • Blackbaud Management Guide
        • Contacts
        • Creating a New BlackBaud User
        • Modifying Enrollment Data
        • Modifying Teacher or Room Data
        • Creating Teams
        • Moving a Class
        • Divorced Parents
        • Making Parent Appointments
        • Viewing Appointments in the Admin UI
        • Problem Appointments
        • Parent Student Relationships
        • Sending Custom Emails
        • Administrator Access
        • Reports
        • Teachers Access
        • Allow Teachers to Pre-Book Appointments
        • Adding a New Student
        • Directions for Parents (single event)
      • Advanced Options - SSO - Directing Parents to a Predetermined Event
      • Advanced Options - Admissions Importing and Events
      • Advanced Options - Other Event Scheduling
      • Blackbaud PTA Videos
      • Blackbaud FAQ 2024
    • Simple PTA - New CUI
      • Introduction
      • Changes in the New CUI
      • Admin UI Overview
      • Simple PTA Setup
        • Previous Users of pickAtime
        • Checklist
        • Step 1: Setup Event
        • Step 2: Create and Import Data
          • Teachers File
          • Import Teachers File
          • Add Teachers in the Admin UI
          • Import Students File
        • Step 3: Create Slots
        • Step 4: Simple PTA Settings
          • Appointment Settings
          • Configure Email
          • Configure CUI
        • Step 5: Turn it on and Try it out
      • Simple PTA Management
        • Contacts
        • Modifying Teacher or Room Data
        • Resetting Passwords
        • Parent Teacher Appointments
          • Making Parent Appointments
          • Logging in as a Parent
          • Viewing Appointments
          • Problem Appointments
        • Direction for Parents
          • Directions for Parents (single event)
          • Direction for Parents (multiple events)
          • Directions for Parents with Import Student Option
        • Administrator Access
        • Sending Custom Emails
        • Teacher Access
        • Reports
        • Parent Troubleshooting - Top FAQs
        • Teacher Troubleshooting - Top FAQs
      • Simple PTA Reference
        • Appointments List
        • Contacts
        • Global Setup
          • Business Setup
          • Contacts Setup
        • Appointments Page
        • Settings
          • UI Setup
          • Vendor UI Setup
          • Services Setup
          • Email Setup
          • CUI Messages
          • Appointment Fields
      • Advanced Setup Options
        • Collect Information from your parents
        • Allow Teachers to block their schedule
        • Import Students to your event
        • Creating Teams
        • Virtual vs In-Person Option
      • Simple PTA Videos
      • Simple PTA FAQ
    • Simple PTA
      • Introduction
      • Admin UI Overview
      • Simple PTA Setup Overview Video
      • Simple PTA Setup
        • Previous Users of pickAtime
        • Checklist
        • Step 1: Setup Event
        • Step 2: Create and Import Data
          • Teachers File
          • Import Teachers File
          • Add Teachers in the Admin UI
          • Import Students File
        • Step 3: Create Slots
        • Step 4: Simple PTA Settings
          • Appointment Settings
          • Configure Email
          • Configure CUI
        • Step 5: Turn it on and Try it out
      • Simple PTA Management
        • Contacts
        • Modifying Teacher or Room Data
        • Resetting Passwords
        • Parent Teacher Appointments
          • Making Parent Appointments
          • Logging in as a Parent
          • Viewing Appointments
          • Problem Appointments
        • Administrator Access
        • Sending Custom Emails
        • Directions for Parents
        • Teacher Access
        • Reports
        • Parent Troubleshooting - Top FAQs
        • Teacher Troubleshooting - Top FAQs
      • Simple PTA Reference
        • Appointments List
        • Contacts
        • Global Setup
          • Business Setup
          • Contacts Setup
        • Appointments Page
        • Settings
          • UI Setup
          • Vendor UI Setup
          • Services Setup
          • Email Setup
          • CUI Messages
          • Appointment Fields
      • Advanced Setup Options
        • Collect Information from your parents
        • Allow Teachers to block their schedule
        • Import Students to your event
        • Creating Teams
        • Virtual vs In-Person Option
      • Simple PTA FAQ
      • Simple PTA Videos
  • Event Scheduling
    • Event Scheduling - New CUI
      • Changes in the New CUI
      • Terms
      • Admin UI Overview
      • Event Setup Overview Video
      • Event Scheduling Setup - New CUI
        • Checklist
        • Step 1: Create Event
        • Step 2: Create Resources
        • Step 3: Create Slots
        • Step 4: Settings
          • Appointment Settings
          • Configure Email
          • Configure Customer User Interface
        • Step 5: Turn It On and Try It Out
        • Advanced Setup Options
          • Allow Participants to Take Multiple Slots
          • BlackBaud SSO Setup
          • Category Options
          • Collect Information from your Participants
          • Credit Card Setup
          • Customer URL's
          • Direct Participants to specific event(s)
          • Importing Options
          • Restrict Access to the Scheduler
          • Service Mapping to Resources
      • Event Scheduling Management
        • Contacts
        • Make and Cancel Appointments
        • Viewing Appointments in the Admin
        • Problem Appointments
        • Logging in as a Customer
        • Sending Emails
        • Resetting Passwords
        • Administrator Access
        • Appointment Viewer Access
        • Reports
        • Directions for booking an appointment
      • Event Scheduling Reference
        • Appointments List
        • Contacts
        • Global Setup
          • Business Setup
          • Contacts Setup
        • Appointments Page
        • Settings
          • UI Setup
          • Vendor UI Setup
          • Services Setup
          • CUI Messages
          • Email and SMS Setup
          • Appointment Fields
          • Credit Card Setup
      • Event Scheduling FAQ
      • Event Scheduling Videos
    • Event Scheduling
      • Terms
      • Admin UI Overview
      • Event Setup Overview Video
      • Event Scheduling Setup
        • Checklist
        • Step 1: Create Event
        • Step 2: Create Resources
        • Step 3: Create Slots
        • Step 4: Settings
          • Appointment Settings
          • Configure Email
          • Configure Customer User Interface
        • Step 5: Turn It On and Try It Out
        • Advanced Setup Options
          • Allow Participants to Take Multiple Slots
          • BlackBaud SSO Setup
          • Category Options
          • Collect Information from your Participants
          • Credit Card Setup
          • Customer URL's
          • Direct Participants to specific event(s)
          • Importing Options
          • Restrict Access to the Scheduler
          • Service Mapping to Resources
      • Event Scheduling Management
        • Contacts
        • Make and Cancel Appointments
        • Viewing Appointments in the Admin
        • Problem Appointments
        • Logging in as a Customer
        • Sending Emails
        • Resetting Passwords
        • Administrator Access
        • Appointment Viewer Access
        • Reports
      • Event Scheduling Reference
        • Appointments List
        • Contacts
        • Global Setup
          • Business Setup
          • Contacts Setup
        • Appointments Page
        • Settings
          • UI Setup
          • Vendor UI Setup
          • Services Setup
          • CUI Messages
          • Email and SMS Setup
          • Appointment Fields
          • Credit Card Setup
      • Event Scheduling FAQ
      • Event Scheduling Videos
    • Periodic Event Scheduling
      • Introduction
      • Admin UI Overview
      • Periodic Event Setup
        • Checklist
        • Step 1: Create Event
        • Step 2: Create Resources
        • Step 3: Create Template
        • Step 4: Create Slots
        • Step 5: Settings
          • Appointment Settings
          • Configure Email
          • Configure CUI
          • Configure New CUI
        • Step 6: Turn It On and Try It Out
        • Advanced Setup Options
          • Collect Information from Participants
          • Allowing Participants to take multiple slots
      • Periodic Event Management
        • Contacts
        • Make and Cancel Appointments
        • Viewing Appointments in the Admin
        • Problem Appointments
        • Logging in as a Customer
        • Sending Emails
        • Resetting Passwords
        • Administrative Access
        • Reports
      • Periodic Event Reference
        • Appointments List
        • Contacts
        • Global Settings
          • Business Setup
          • Contact Fields
        • Slot Template Editor
        • Appointments page
        • Settings
          • UI Setup
          • Vendor UI Setup
          • Services Setup
          • Email and SMS Setup
          • CUI Messages
          • Appointment Fields
    • Roster
      • Introduction
      • Admin UI Overview
      • Roster Setup Options
        • Create Event
        • Roster Editor
        • Settings
          • Event Settings
          • Configure Email
          • Configure Customer User Interface (CUI)
          • Configure New CUI
          • Collect Information from your Participants
        • Turn it on
      • Roster Management
        • Contacts
        • Logging in as a Customer
        • Sending Emails
        • Resetting Passwords
        • Administrator Access
        • Reports
      • Roster Reference
        • Global Setup
          • Busines Setup
          • Contacts Setup
        • Settings
          • UI Setup
          • Vendor UI Setup
          • CUI Messages
          • Email and SMS Setup
          • Appointment Fields
          • Credit Card Setup
  • Importing Options
    • Importing Codes
    • Importing Events
    • Importing Appointments
    • Importing People
    • Importing Slots
    • Import Error Messages
      • Student File Import Error Messages
      • Teacher File Import Error Messages
      • Class File Import Error Messages
      • Enrollment File Import Error Messages
      • Parent File Import Error Messages
      • Parent-Student Relationship File Import Error Messages
      • Header and File Line Import Error Messages
      • Slots Import Error Messages
      • Appointments Import Error Messages
      • Events Import Error Messages
  • FAQ's
    • PTA FAQ
    • Simple PTA FAQ
    • Event FAQ
    • General FAQ
  • How It Works
    • How it Works - PTA
    • How It Works - Simple PTA
    • How It Works - Event Scheduling
  • How It Works Videos
    • How it Works Video - Parent Teacher Appointments Event
    • How it Works Video - Simple Parent Teacher Appointments Event
    • How it Works Video - Normal Event
  • Quick Start Guides
    • Quick Start Guide to Event Scheduling
    • Quick Start Guide to Health Screenings
    • Quick Start Guide to Flu Shot Scheduling
    • Quick Start Guide to Sign Up Scheduling
    • Quick Start Guide to School Tours / Open House Events
    • Quick Start Guide to PTA (returning customers)
    • Quick Start Guide to PTA (new customers)
    • Quick Start Guide to Simple PTA (returning customers)
    • Quick Start Guide to Simple PTA (new customers)
    • Quick Start Guide to Summer Camp Roster
    • Quick Start Guide to Blackbaud
  • Additional Reference
    • Blackbaud ID and SKY API
    • Calendar Options
    • Connect pickAtime with PayPal
    • Contact/Appointment field with questions
    • Contact/Appointment field with questions - New CUI
    • Creating a Consent Form
    • Creating a Consent Form - New CUI
    • Creating an event with multiple services
    • Creating an event with multiple services - New CUI
    • Customize Columns
    • Customize columns - New CUI
    • Date Location Option
    • Date Location Option - New CUI
    • Directions on how to display the Online Scheduler in your language using the browser built-in translation tool
    • Directing Parents to a single event
    • Directing Participants to a Predetermined Event
    • Display Options
    • Display Options - New CUI
    • Event Description Option
    • Event Display option / UI Appearance
    • Events Preview Page
    • Events Settings - New VUI
    • Google Calendar Integration
    • Google Calendar Integration - Teachers
    • Google Meet Options
    • Google Workspace Integration
    • Insert Logo/Image/Document
    • In-Person or Virtual appointments
    • Invoicing
    • Login Options
    • Mail Center
    • Microsoft Azure
    • Payment Options
    • Powerschool Extraction Steps
    • Propagate Settings
    • Show the scheduler to users before they sign in
    • SMS
    • Using Macros with pickAtime
    • Zoom Meeting Options
    • Zoom Server-To-Server OAuth (depricated) setup
    • Zoom Admin Managed App
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