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Creating Parent Appointments

PTA Management Guide

Making Parent Appointments Select the Appointments tab and use the calendar on the left to select the correct day. In the far right-hand side, click the Select Student option and locate and select the student. You will then see all the teacher names listed f...

Modifying Enrollment Data

PTA Management Guide

From the Admin UI, select the Class Editor tab. Select a teacher and then select the class. The list of students in the class will be displayed on the right-hand side.  To remove a student, select the student and click on the red X to the left of their name. ...

Modifying Teacher or Room Data

PTA Management Guide

Teachers Once the teacher and class data have been imported into the system, the teacher’s names will appear in the contacts and also in the resource listing on the Appointments page. Change the spelling of a teacher's name From the Admin UI, select the Conta...

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 Select the Move class tab Select the teacher's name that the class should be moved to

Parent Student Relationships

PTA Management Guide

How to View the Parent / Student Relationships On the Contacts tab, there is a smaller tab in the rightmost position labeled Parents - Students map.  It allows you to view, create, and change the set of students that each parent has. Select the Contacts tab, ...

Problem Appointments

PTA Management Guide

The Appointments List page will provide a master list of all appointments. It will also display any appointments that have some sort of problem that needs attention.   Previously booked appointments that break a pre-established rule are displayed in red.  Ther...

Reports

PTA Management Guide

When you first log in to your account from the pickAtime home page, you will be in the Admin tool and will default to the Event Reporting page within the Admin tool. Reports are divided into two categories: Event-Specific and Account-Specific. Event Specific R...

Sending Custom Emails

PTA Management Guide

From the Appointments List page (not the Appointments page) in the Admin UI, you can search by a single date, a range of dates, or by an event. This will then bring up a list of parents with appointments for that date, dates, or event.  On this page, you can e...

Teachers Access

PTA Management Guide

Teachers are able to view their schedule either by logging in to the School account either at pickatime.com or from the school scheduling link in the same manner as a parent would.  So a teacher will be immediately taken to the Report page, where they will vie...

Viewing Appointments in the Admin

PTA Management Guide

You can alter several display settings to make the appointments easier to read. To make the time taller (the boxes bigger vertically), go to the Appointments tab, move the mouse over one of the horizontal lines on the appointments tab that occur just above ea...

PTA FAQs

Account

PTA FAQs

How do I change the name of my account? To change the account name, follow these steps in the Admin UI: Navigate to Global Setup /  Business page At the top of the page, select Business Settings /  Business Address / Business Name. Here, you can edit the acco...

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 that you have appointments that have some sort of problem that needs attention. When a problem appointment is created, the tab will turn red, and the appointment will be listed in red. There are several ways proble...

Appointments

PTA FAQs

I would like to offer Virtual appointments for part of the day (e.g., morning/early afternoon) and In-Person appointments for another part of the day (e.g., evening). Can I set that up? Yes, you can. Simply create separate time slots for each appointment type:...

Appointment Limits

PTA FAQs

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

Appointments List

PTA FAQs

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

Canceled Appointments

PTA FAQs

Can I see a list of Canceled Appointments for a teacher?  To view canceled appointments: In the Reporting section, check the Account Reports radio button. Then select the report labeled Canceled Appointments. Click on the Additional report fields / Appointment...