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Administrator Access
From the Contacts tab, you can search for a contact, select their name, and adjust the "Admin Level" pull-down to allow them to log in to the Admin UI and see reports. To add a new contact, i.e., select the green Add button. For an Administrator, select Admin....
Contacts
On the Contacts tab, you can search for a contact, select the contact, and then view the information about that contact. Your contacts are your list of administrators and participants. As soon as a participant logs into the online scheduler, their contact info...
Directions for Participants
Follow the directions provided by your company to get to the Online Scheduler. Once on the site, follow the steps below: 1. Sign In Enter Email: Type your email address and click Next. Returning Users: If your email is recognized, enter your password. New Use...
How to Book Participant Appointments
1. Locate the Time Slot Select the Appointments tab at the top of the screen. Use the Calendar on the left-hand side to navigate to the desired date. Click the Green Plus Sign (+) in the specific time slot you wish to book. 2. Select the Participant When the...
Handling Appointment Errors (Red Borders)
If an appointment appears with a red border, it indicates a system error or a scheduling conflict (such as a double-booking). Follow these steps to resolve it: 1. Identify the Issue Click on the red-bordered appointment. Look at the bottom-left area of the scr...
Viewing Appointments in the Admin UI
You can alter several display settings to make the appointments easier to read. To make the time taller (the boxes bigger vertically), go to the Appointments tab, move the mouse over one of the horizontal lines on the appointments tab that occur just above ea...
Problem Appointments
The Appointments List page will provide a master list of all appointments. It will also display any appointments that have some sort of problem that needs attention. Previously booked appointments that break a pre-established rule are displayed in red. Ther...
Reports
When you first log in to your account from the pickAtime home page, you will be in the Admin tool and will default to the Event Reporting page within the Admin tool. Reports are divided into two categories: Event-Specific and Account-Specific. Event Specific R...
Sending Custom Emails
From the Appointments List page (not the Appointments page) in the Admin UI, you can search by a single date, a range of dates, or by an event. This will then bring up a list of participants with appointments for that date, date, or event. On this page, you c...
Event Scheduling FAQs
Account How do I change the name of my account To change the account name, follow these steps in the Admin UI: Navigate to the Global Setup / Business Setup page At the top of the page, select Business Settings / Business Address / Business Name. Here, you ...
Technical References & Extras
Additional Event Features
Adding Counselors or other non-Teachers to your event
Q: Our counselors don't have specific classes with students. Can we mass-import a custom list of "counselors” (teachers), as well as class-teacher and class-student associations, into pickAtime? Yes, you can achieve this by using the pickAtime Importer. This ...
Allow Customers to take multiple slots
This would be used when you want to allow one login to take multiple appointment slots at the same time. Some examples might be: a parent booking flu shot appointments for three children a parent booking a school tour for mom, dad, & child a supervisor regi...
Appointments List
The Appointment List page is your central hub for viewing and managing event bookings across your entire account. Accessible via the left-side navigation menu, it allows administrators to view and manage all event appointments (past, current, and upcoming) — a...
Built-in Browser Translation Tool
In 2026, navigating the multilingual web will be easier than ever. Most major browsers now feature built-in, one-click translation tools that don't require any extra extensions. Here is how to use the translation features in the 6 most popular browsers in the ...
Calendar Invite Options
PickAtime allows your participants and admins to add their appointments to their calendars. Follow the instructions below Participants side The option to have your participants add their appointments to their calendars is automatically offered on the Appointm...
Category Options
Function The Category Sort option allows you to display your events by category, instead of all at once. This helps your participants navigate your account (especially if you have a large volume of events) with ease. It can also be used to direct participants ...