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To change the account name, follow these steps in the Admin UI: Navigate to Global Setup /  Business page At the top of the page, select Business Settings /  Business Address / Business Name. Here, you can edit the account name. Please note: The name change ...

A "Problem Appointment" occurs when a registration is placed on hold because it no longer fits the current event configuration. When this happens, a red exclamation mark (!) will appear next to the Appointments List section on the sidebar, and the specific ent...

If you see appointments highlighted in orange on the Appointments List page, it indicates that a parent is currently in the middle of the booking process. What do these mean? In-Progress Status: The parent has selected the time slot but has not yet clicked t...

You can reorganize the teacher list on the Appointments page to follow a specific alphabetical order. How to Apply the Sort Navigate to the Appointments page. Locate the Teachers dropdown menu at the top. Select the Sort Teachers option. The list will im...

How to Separate Your Event Settings To ensure that changes made to one event - such as the "Open scheduler to customers" date - do not affect your other events, follow these steps to disable propagation: Navigate to the Events / Preview page. Click the Eve...

PickAtime allows you to add customizable questions with various answer types (e.g., radio buttons, drop-down lists, check boxes) for participants. These fields can be configured in two places: Global Setup / Contacts Setup / Contact Fields page Settings / App...

In pickAtime, you can collect specific data from your participants at two different stages: when they first create an account or when they book a specific appointment. 1. Choosing the Right Field Type Before setting up your fields, determine when you need the...

I have a teacher who needs 15-minute time slots for her First Grade class and 30-minute time slots for her Kindergarten class. She is only showing up one time in the Class Editor and the Slot Editor, so how can I set up different slot durations for her?  The g...

Creating an event with multiple services is especially useful for businesses in industries like health and wellness, photo studios, automotive, and law. The Services Setup feature allows you to offer varied appointment types with different durations under a si...

The Date Location option provides a layer of granularity that is perfect for multi-date events where details shift depending on the day. Here is a breakdown of how to maximize this feature: Where to Find It The input field is located directly below the Calenda...

You can direct parents to a specific event based on their student's grade. For example, a parent of a student in grade 9 would only see the grade 9 event, a parent of a student in grade 10 would only see the grade 10 event, and so on.  Each parent contact will...

The Events Preview page allows you to create, delete, and edit certain event details.  At the top of the page is the Search Events bar. Buttons Description Add This button takes you to a form to create a new event. Delete This button allows...

How to Access In the Admin UI tool, open the event, go to the Settings / UI Setup / Scheduler Settings, Scheduler Display section. Formatting Options You have five formatting options to choose from: Table * This is the only option for PTA events.  Text List ...

We generate invoices on the 3rd of each month for appointments booked during the previous month. The invoice will be available in the Reporting Section. Select the Account View radio button, and then select the report labeled Account. Here you will see a list ...

Insert Logo / Image/document PickAtime offers an option to upload your logo/image/document via our Insert Image feature in two different ways. You can add your logo via the  Global Setup / Business page. You can also add images and documents to a number of sec...

Standard Log in This is the most frequently used login option. Your participants will create an account using their email and a password. You can also request additional information. New Users Your participants will create an account using the following steps....