Advanced Search
Search Results
316 total results found
I have a current event set on the site, but the date needs to be changed. Is there a way to update the date, but keep the existing appointments?
Yes, you can move your entire schedule - including the existing appointments - to a new date without losing any data. Moving Slots and Appointments to a New Date To shift your schedule to a different day, follow these steps: 1. Access the Move Tool In the ...
Emails
How can I view any emails that have been sent?
You can track communication history for specific individuals by accessing their activity log. This is the most reliable way to verify if a confirmation, reminder, or manual email was successfully delivered. Viewing Sent Emails Since emails are sent to specifi...
SMS Messaging
1. Enabling the Service SMS messaging is enabled upon request. Cost: 3 cents per text message sent. Activation: Once our team enables the feature for your account, a new SMS section will appear under your Notification Setup page. 2. Configuring the Automated...
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...
Additional Integrations
ClassLink Integration
The pickAtime and ClassLink integration consists of two essential components: Direct Data Import and Single Sign-On (SSO). Follow the steps below to connect your accounts. 1. Enable Direct Data Import Use this to automatically import teachers, students, class ...
Clever Integration
How the Integration works The integration with Clever will bring in students, teachers, classes, and enrollment, and no SSO. You will do a one-time import to bring in the initial data. Optionally, the data could be synced nightly at 1 AM. Once the data has be...
Microsoft Entra ID (Formerly Azure AD)
pickAtime offers SSO integration with Microsoft Entra ID. This option will allow your participants to access pickAtime from the Entra ID Portal without the need to create an account. This guide walks you through configuring Microsoft Entra ID (Azure AD) SSO fo...
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 Setup
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 Payment Options
Payment Options
PickAtime provides an integration with: Stripe Paypal Authorize Myschoolbucks How to Set Up Payments in pickAtime You can accept payments for appointments at either the Event Level (for single bookings) or the Account Level (for...
Connecting payment with Authorize.net
To accept payments via Authorize in pickAtime, follow the steps below. Instructions for Setting Up Authorize: Sign in to Authorize. On the sidebar, navigate to the Account / Account & API Settings. Select API Credentials and Keys. Here you can see the API Lo...