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Admin UI Overview

Simple PTA Setup Guide

When you first log in to your pickAtime account, you will automatically land on the Administrative User Interface, with the Event Reports displayed by default. Profile & Sidebar Navigation Profile Settings: In the top-left corner, your name is displayed. Cli...

Previous Users of pickAtime

Simple PTA Setup Guide

If you have previously created an account with pickAtime, you will not need to create a new account for new conferences. Once you log in to your account, you should create a new event on your account, for example, a "Parent Teacher Conferences 2026" event. The...

Checklist

Simple PTA Setup Guide

In order to set up your Parent‐Teacher Conference event using the PTA scheduler you will need to follow these steps: 1. SETUP YOUR EVENT You will need to create your conference event and name it appropriately for your conference (e.g. Fall 2026 Conferences) 2....

STEP ONE: Setup Event

Simple PTA Setup Guide

Create Your Event When you first log in to your account from the pickAtime home page, you will be in the Admin tool and on the Event Reporting page.  Select the Events/Preview button on the pickAdminUI sidebar (left side).  Click on the green Add button. Ente...

STEP TWO: Add or Import Teachers

Simple PTA Setup Guide

Manually Add in Teachers On the Event Management page of the Admin UI, select the Appointments tab. To copy your teacher roster from last time: Select the Teachers drop-down Then select Copy Teachers Once you have copied your teacher data from the old event,...

STEP FOUR: Adjust Settings

PTA Setup Guide Setup Event

UI Setup Event Settings On the UI Setup (Events Management, Settings/UI Setup) page, you can adjust various settings specific to your event. From the Admin UI on the Events/Preview page, select your event. Click on the Go To Event button to open the Event Man...

STEP THREE: Create Slots

Simple PTA Setup Guide

The Create Slots function is used to set up your appointment date(s), times, and duration of the appointments. Select the Events / Preview option on the navigation dashboard. Then select your event from the list and click on the button.  Select the Appointmen...

PTA Management Guide

Adding a new student

PTA Management Guide

Add Student Go into the Contacts section of the Admin UI. Search first for the student by name. If you do not find the student, then click on the Add > Student... button and fill in the fields on the Add New Student form. You only need to fill in the Student ...

Administrator Access

PTA Management Guide

From the Contacts tab, you can search for a contact, select their name, and adjust the "Admin Level" pull-down to allow them to log in to the Admin UI and see reports. To add a new contact, i.e., select the green Add button. For an Administrator, select Admin....

Allow Teachers to Block Slots

PTA Management Guide

The default Administrative access for teachers is Appointment Viewer access only. You can, however, provide all your teachers with Appointment Maker access. This would allow your teachers to block slots prior to opening up the scheduler to parents. This would ...

Allow Teachers to Pre-Book Appointments

PTA Management Guide

The default Administrative access for teachers is Appointment Viewer access only. You can, however, provide all your teachers with Appointment Maker access. This would then allow your teachers to book appointments on behalf of parents prior to opening up the s...

Booking Appointments in the Admin UI

PTA Management Guide

Booking an appointment through the CUI will not allow you to override any restrictions you may have established. For example, if the parent requires extra time with a teacher, you will need to use the Admin UI to book the appointment.  When making an appointme...

Contacts

PTA Management Guide

On the Contacts tab, you can search for a contact, select the contact, and then view the information about that contact. Your contacts are your list of teachers, administrators, students, and parents. As soon as a parent logs into the online scheduler, their c...

Creating Teams

PTA Management Guide

You can combine teachers into teams on the Class Editor page. To create a team, you will do the following: Select Add Teacher / Team, Add Team The Select Person dialog box will display In the Select Person dialog box that displays, search and click on the fir...

STEP FOUR: Adjust Settings

Simple PTA Setup Guide

UI Setup Event Settings On the UI Setup (Events Management, Settings/UI Setup) page, you can adjust various settings specific to your event. From the Admin UI on the Events/Preview page, select your event. Click on the Go To Event button to open the Event Man...

Directions for Parents

PTA Management Guide

Follow the link provided by your school to access the Scheduler. Once on the site, follow the steps below: 1. Sign In Enter Email: Type your email address and click Next. Returning Users: If your email is recognized, enter your password. New Users: If your em...

Divorced Parents

PTA Management Guide

There is a one-appointment per teacher per class rule for Parent Teacher Conference Scheduling. The scheduling system will make sure that the appointments regarding a student will not violate the one appointment per teacher per class rule. This means that two ...