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Classes
Classes I’d like to hide some classes on my account so parents can not book those classes If there are classes where you do not want parents to book appointments, you have two options: delete the class or set it to Hidden. Go to the Class Editor page. Select ...
Contacts
Why are the contacts different colors? Blue means that the contact (person) has never logged in and taken ownership of their account. Black means that the person has logged in. Also, we have contacts that are marked in red. Red means a problem account - usual...
Data Edits
I edited the Room Number in the Contacts section, but it does not show up on the Reports. When the class file is imported, teacher data is copied onto the resource section in the Appointments page, and will not change unless you edit it on the Appointments pag...
Data Files
How do I create a tab-delimited text file? If you're using Microsoft Excel: Open the File menu and select the Save as... command. In the Save as type drop-down box, select the Text (tab-delimited) (*.txt) option. Select the Save button. If you see warning ...
Data Imports
Help! I imported last year's data / the wrong class file The easiest solution is to delete all your classes and then re-import a new file. Go into the Class Editor and click on the "show only classes" option on the far right-hand side. Click on your first c...
Date
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? Yes, what you can do is move the slots and appointments. This is done in the Slot Editor. Click on the original da...
Duplicate PTA
I'd like to use the Duplicate PTA option, but it is not enabled. The "Duplicate PTA" option creates a copy of an old event, including the exact same class and enrollment data. This should only be used if your enrollment data remains unchanged, such as with fu...
Emails
How can I view any emails that have been sent? This can be viewed on the individual contact level. On the Contacts page, you can search for a contact by name. Then click on the contact and then click on the small Log tab. This will show a log of appointments ...
Events
I want to start with a new event for the Fall. I'd like all the old data to be removed. Make sure you start with an empty event. On the Events page, click on the " Add " button to add a new empty event. Remove the stored contacts. Go to the Global Setup / Co...
Links
Which link should I give to my parents? The scheduling link for the account or the scheduling link for the selected event? If you only have one open event on your account, you can give your parents the scheduling link for your account. This URL is located on t...
Invoices
How do I view my invoices? Log into your pickAtime account from our home page, the Login section. Check the radio button for Account Reports. Select the report labeled Account - Invoices and Payments from the Report pull-down. You will see a list of your invo...
Parents
A parent has forgotten her password In the Admin UI, select the Contacts tab Search by name for the parent in the Search Control boxes. When you locate the parent record, click on the record, and you will see the parent's email displayed in the middle section...
STEP FIVE: Try it Out
From the Admin UI on the Events / Preview page, select your event. Click on the Go To Event button to open the Event Management page. Select the Settings tab and then the UI Setup tab. To turn on the online scheduler so parents can use the website and schedu...
Simple PTA Management Guide
Administrator Access
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
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
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...
Contacts
In the Admin UI tool, select Contacts on the sidebar. On the Contacts page, 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, parents, and students (opti...