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Product Updates
New CUI - available August 2023
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
Sending Custom Emails
Administrator Access
Directions for Parents
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 and SMS Setup
New 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 and SMS 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
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
Configure New 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 FAQ
Blackbaud PTA Videos
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
Administrator Access
Sending Custom Emails
Directions for Parents
Directions for Parents with Import Student Option
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
New 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 - revised
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 and SMS 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
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
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
New 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
New 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
New 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
In-Person or Virtual appointments
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