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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?

Simple PTA FAQs 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

Simple PTA FAQs

How can I view any emails that have been sent?

Simple PTA FAQs Emails

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

Additional Event Features

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)

Additional Event Features UI Setup page

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

Additional Event Features

UI Setup page (Event Scheduling)

Additional Event Features UI Setup page

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

Additional Event Features 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

Additional Event Features

ClassLink Integration

Additional Event Features Additional Integrations

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

Additional Event Features Additional Integrations

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)

Additional Event Features Additional Integrations

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

Additional Event Features

Global Setup / Business page

Additional Event Features Global Setup

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

Additional Event Features Global 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

Additional Event Features

Payment Options

Additional Event Features PickAtime 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

Additional Event Features PickAtime Payment Options

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...