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Modifying Enrollment Data

PTA Management Guide

Modifying Enrollment Data From the Admin UI, select the Class Editor tab. Select a teacher, then select the class. The class roster will display on the right-hand side. To remove a student: Select the student and click the red X to the left of their name. ...

Modifying Teacher or Room Data

PTA Management Guide

Teachers Once teacher and class data are imported, teacher names appear in Contacts and in the resource listing on the Appointments page. Correct the Spelling of a Teacher's Name Go to the Appointments page. Select the teacher, then select the Teachers drop-...

Moving a Class

PTA Management Guide

From the Admin UI, select the Class Editor tab. Select the teacher from the list on the left. Select the class to be moved. Click Move Class. Select the teacher the class should be moved to.

Parent Student Relationships

PTA Management Guide

Parent-Student Relationships The Parents-Students Map tab (right side of the Contacts page) lets you view, create, and modify which students are linked to each parent. Viewing Relationships Go to Contacts and search for a contact on the left. Select the cont...

Problem Appointments

PTA Management Guide

The Appointments List page shows a master list of all appointments, including any that need attention. Red Appointments — Rule Violations What they are: Previously booked appointments that violate a rule configured under Settings → UI Setup. How they're creat...

Reports

PTA Management Guide

When you log into pickAtime, you'll land on the Event Reports page by default. Reports fall into two categories: Event-Specific and Account-Specific. Event-Specific Reports Select your event from the Event pull-down. If your event's dates have already passed,...

Sending Custom Emails

PTA Management Guide

The Appointments List page — not the main Appointments page — lets you search for and manage appointments by: A single date A date range An event This returns a list of parents with appointments matching your search, along with options to email, delete, conf...

Teacher Access

PTA Management Guide

Teachers can view their own schedule by logging in at pickatime.com or via the school's scheduling link — the same way a parent would. Once logged in, teachers are taken directly to the Reports page, where they can view their booked appointments. For teachers...

Viewing Appointments in the Admin

PTA Management Guide

You can adjust several display settings to make the Appointments page easier to read. Adjust row height (make time slots taller): On the Appointments tab, hover over one of the horizontal lines just above a time marker, then click and drag vertically. Adjust ...

PTA FAQs

Account

PTA FAQs

How do I change the name of my account? Go to Global Setup / Business. At the top, select Business Settings / Business Address / Business Name. Edit the account name. Note: The change won't appear immediately — log out completely and log back in to see the ...

Administrators

PTA FAQs

Can I have multiple administrators on my account?  You can set up any number of users with Administrative access. To do so, you would go to the Contacts page, select the Add > Admin... button, and then fill in the user information on the Add New Contact form. ...

Admin UI

PTA FAQs

Why is the Appointments List red? This means you have appointments with some sort of problem that needs attention. When a problem appointment is created, both the tab and the appointment itself turn red. There are several ways problem appointments are created ...

Appointments

PTA FAQs

I'd like to offer Virtual appointments part of the day (e.g., morning/early afternoon) and In-Person for another part (e.g., evening). Can I set that up? Yes — create separate time slots for each type: Use the Virtual slot type for morning/early afternoon hou...

Appointment Limits

PTA FAQs

How can I limit parents to one appointment per teacher? With the PTA (Parent Teacher Appointments) product, parents are limited by default to one appointment per student, per teacher/class combination. What is PTAN? PTAN (Parent Teacher Appointment Number) co...

Appointments List

PTA FAQs

Why is the Appointments List red? This means you have appointments with some sort of problem that needs attention. When a problem appointment is created, both the tab and the appointment itself turn red. There are several ways problem appointmen...

Canceled Appointments

PTA FAQs

Can I see a list of cancelled appointments for a specific teacher? Go to Reports / Account Reports. Select Cancelled Appointments. Sort by Teacher name to find all relevant appointments.

Classes

PTA FAQs

Classes How do I hide a class so parents can't book it? You have two options: Option 1: Set the class to Hidden (recommended) Go to the Class Editor page. Select the teacher. Select the class from the teacher's class list. On the right-hand side, toggle the T...