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A parent has logged in via mobile phone. How to locate a list of booked appointments and manage them?
To locate and manage appointments on a mobile device, a parent should follow these steps: Tap the three-bar menu icon (hamburger menu) at the top of the page. Under the Main Navigation section, select My Appointments. Next to each scheduled appointment, ...
How can I see the appointments my parents have made?
To view a specific parent's schedule and manage their bookings, follow these steps: Navigate to the Contacts tab. Search for the parent by name or email address. Click on the parent's record to select it. Select the Appointments tab within that contact...
Is there a way to see when a conference was scheduled by a parent? Not the time of the conference,but the time/date it was actually scheduled.
Yes, you can track exactly when an appointment was created (the "transaction time") using either a broad report or by looking at an individual contact. Option 1: Using Reports (For Multiple Appointments) If you need to see the booking times for your entire ev...
How can I login as parent? How can I impersonate parent?
Logging in as a parent allows you to manage their schedule or view the site exactly as they see it. You can do this directly from your admin dashboard without needing their password. Steps to Login As a Parent Locate the Parent: In the Admin UI tool, go t...
I have a parent who claims that they booked an appointment, but when they log in they can't see any appointments
It is common for this issue to be caused by a parent having multiple accounts (using different email addresses) or accidentally canceling their own slots. Here is how to investigate and solve this: 1. Check for Multiple Accounts The most likely scenario is tha...
Password
A parent called and can not remember her password?
If a parent has forgotten their password, they can reset it themselves, or you can do it for them through your administrative dashboard. Option 1: Parent Self-Reset Advise the parent to go to your scheduling login page and click the Forgot Password? link. Th...
How do I change my password?
To change your password, follow these quick steps: On the Online Scheduler page, click Settings on the sidebar. Select the Security section, then you will see the option to change the password. Need to Reset Without Logging In? If you have forgotten your ...
I've imported my teacher file this year with a new password for my teachers. But it seems that only the password they set for last year works?
This is because once a user (like a teacher) has "taken ownership" of their account by setting a personal password, the system protects that password from being overwritten by a file import. This prevents an admin from accidentally locking users out or overwri...
My teachers are receiving a message to "contact the Administrator" for a password
This message would come up if you import a password for your teachers. For these teachers, let them know what password you imported. Alternatively, you can reset the password for all your teachers. To do so, go to the Global Setup / Contacts Setup page, Advanc...
I'm trying to reset the password for a parent, but I'm getting a message that says I can not
This happens because of privacy and security protocols designed to protect parent data across different organizations. If a parent has used their email address to book appointments with another school or organization that also uses pickAtime, their account is ...
Sometimes when my parents try to log in to book the site will tell them that they are a bot. Why is that?
The "bot" message is triggered by Google reCAPTCHA, a security tool we use to protect the system from automated spam and cyberattacks. It runs in the background and analyzes browsing behavior to ensure the user is a real person. Why "False Positives" Happen Oc...
Reports
Our school conferences were last month, but we'd like to view the Reports from the conference. How do I view conference data in the past?
Even if your event has ended, your data remains accessible. To view reports for a past conference, you simply need to adjust the date filters in your dashboard. How to View Past Conference Data At the top of your screen, ensure the correct event is selected ...
Can I email each parent their schedule?
Yes, on the Reports / Event Reports page, select the Parents' Schedule report from the report pull-down. On the right from the PARENT drop-down menu, select the Email Report button. This will email each parent their schedule of appointments in a table format....
Can I email each teacher their schedule?
Yes, on the Reports / Event Reports page, select the Teachers' Schedule report from the report pull-down. On the right from the TEACHER drop-down menu, select the Email Report button. This will email each teacher their schedule of appointments in a table form...
Snow Day
We have conferences that we need to cancel on account of a snow day. We would like to move all conferences to a new day.
In the Admin UI, open the event, on the Appointments tab select the date of conferences on the calendar. Click on the Slots / Move Slots option. On the pop-up, make sure that all the teachers are selected. Here you will be able to move all slots and appointmen...