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Macros
Macros Macros let you pull specific customer and appointment data into your text messages and emails, so a single template can feel personally written for every recipient. The Anatomy of a Macro Every macro follows the same syntax: Part Symbol Trigger...
Notification Setup Page
This page handles all of the notifications for your event. There are slight differences in the page setup depending on the type of event you use. The Email Fields for the Confirmation, Cancelation, and Reminder Emails Reply To Email Address This fea...
Propagate Settings
The Propagate Settings feature acts as a "global sync" for event configurations — letting you update settings across multiple events at once, instead of editing each one individually. Where to find it: Go to Events Preview / Event Settings to see your current ...
Setting up a Consent Form
Adding Consent Forms in pickAtime If you need participants or parents to acknowledge and agree to specific terms (e.g., loan agreements, waivers, policies), pickAtime provides flexible options using the Appointment Fields page. Recommended Method: Using a Tex...
SMS Messaging
1. Enabling the Service SMS messaging is enabled upon request. Cost: 3¢ per text message sent Activation: Once enabled by our team, a new SMS section will appear under Notification Setup 2. Configuring the Automated Reminder In Notification Setup → SMS, you...
UI Setup page (PTA Product)
EVENT SETTINGS Scheduler Availability Open Scheduler to customers on Select the date and time you would like the scheduler to open for participants. Close Scheduler to customers on Select the date and time the scheduler should close and no ...
UI Setup page
UI Setup page (Event Scheduling)
EVENT SETTINGS Scheduler Availability Open Scheduler to customers on Select the date and time you would like the scheduler to open for participants. Close Scheduler to customers on Select the date and time the scheduler should close and no ...
Vendor UI Setup page
Appointment Tab Settings Resources Display: Will show resources on the right-hand side Slot Generator: Check this box if you would like Admins to see the "Appointment type" dropdown in the Slot Generator and Slot Updater pop-ups. By default, th...
Global Setup
Global Setup / Business page
Business Settings Primary Contact Select the contact record of the person who will manage the vendor account. Usually, it is the Admin who created this vendor account. Billing Contact Select the contact record for the person designated to re...
Global Setup / Contacts
Use this section to configure custom prompts and registration forms. This allows you to collect essential information from participants (such as parents) when they first register or log in to your scheduling site. See also the Collect Information from Customer...
pickAtime Virtual Options
Creating Virtual, In-Person, and Choice Appointments
pickAtime makes it easy to offer virtual Parent-Teacher Conferences using your preferred online meeting platform. You can offer parents a choice between In-Person and Virtual meetings, or set all appointments to one type — and you can mix appointment types wit...
Google Meet Options
Google Meet Options
Google Meet Guide: Integration vs. Manual Setup pickAtime offers two ways to manage Google Meet sessions. Choose the method that best fits your school's workflow: Google Meet Integration: Links are generated automatically and are unique for every single appoi...
Google Meet FAQs
Q: How much does the Google integration cost? A: Nothing additional on pickAtime’s part, but the integration does require a paid Google account. Q: Can multiple people receive the Google links? A: The links will be in the Printable PDF sent in the Confirmatio...
Google Calendar Integration
pickAtime offers a Google Calendar integration. When you choose to utilize this sync option, you will have your pickAtime appointments added to either your primary Google account, and the appointments you have on your Google calendars will then be blocked out ...