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pickAtime Help Center

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Contents

Product Updates
- Product Updates
- Future CUI Updates
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
  - Introduction
  - Admin UI Overview
  - Setup Overview Video
  - PTA Setup
    - Previous Users of pickAtime
    - Checklist
    - Step 1: Setup Event
    - Step 2: Data Format
      - Students
      - Teachers
      - Classes
      - Enrollment
      - 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
    - 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
    - Single Sign On
    - PTA - Group Name Feature
    - Virtual vs In-Person Option
  - PTA FAQ
  - PTA PRINT VERSION
  - 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 FAQ
  - 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
    - Allow Teachers to Pre-Book Appointments
    - Adding a New Student
  - Advanced Options - SSO - Directing Parents to a Predetermined Event
  - Advanced Options - Admissions Importing and Events
  - Blackbaud PRINT VERSION
  - Blackbaud PTA Videos
- 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
  - Simple PTA FAQ
  - Simple PTA PRINT VERSION
  - Simple PTA Videos
Event Scheduling
- Event Scheduling - New CUI
  - Terms
  - New CUI Intro
  - Table of Changes for the New CUI
  - 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
  - Event Scheduling Reference
    - Appointments List
    - Contacts
    - Global Setup
      - Business Setup
      - Contacts Setup
    - Appointments Page
    - Settings
      - UI Setup
      - Vendor UI Setup
      - Services Setup
      - New CUI Messages
      - Email and SMS Setup
      - Appointment Fields
      - Credit Card Setup
  - Event Scheduling FAQ
  - Event Scheduling PRINT VERSION
  - 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 PRINT VERSION
  - 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
    - 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
  - Periodic Event Scheduling PRINT VERSION
- Roster
  - Introduction
  - Admin UI Overview
  - Roster Setup Options
    - Create Event
    - Roster Editor
    - Settings
      - Event Settings
      - Configure Email
      - Configure Customer User Interface (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
- Creating a Consent Form
- Creating an event with multiple services
- Customize Columns
- Date Location Option
- Directing Parents to a single event
- Directing Participants to a Predetermined Event
- Display Options
- Event Description Option
- Event Display option
- Events Preview Page
- Google Calendar Integration
- Google Calendar Integration - Teachers
- Google Meet Options
- Insert Logo/Image/Document
- Invoicing
- Login Options
- Login without Registration
- Mail Center
- Microsoft Azure
- Payment Options
- Propagate Settings
- SMS
- Using Macros with pickAtime
- Zoom Meeting Options
- Zoom Server-To-Server OAuth setup
- Events Settings - New VUI

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