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Modifying Teacher or Room Data
Teachers Once the teacher has 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, open the event. On the right-han...
Passwords
Resetting Passwords for Individual Contacts Navigate to the Contacts page of the Admin UI. Search for the contact by name and select them in the search result. Click the Reset PW button under the Search console. The password will revert to the system d...
Problem Appointments
Reports
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,...
Scheduling Parent Apppointments in the Admin UI
Administrators can manually book appointments for parents through the Appointments tab. Follow these steps to ensure the booking is correctly attributed. Step 1: Navigate to the Schedule Go to Events / Preview, select your ...
Sending Custom Emails
Passwords
A parent is having trouble with her password. Parents have three options: Self-service reset: Click Forgot Password to receive a reset email. Admin reset: You can reset it for them in the Admin UI: Go to the Contacts tab. Search for the parent by name. Selec...
Reports
Our conferences were last month — how do I view past Reports? Log in to your account and select Reports / Event Reports. You'll see two date fields — From and To. Enter the date range covering your past conference dates. This will pull report data for that...
Rooms
Scheduler
How do I add the class name to the scheduler and parent emails? On the scheduler: Go to Settings / UI Setup / Scheduler Settings. Check "Separate legend for each child" and "Display class names." On the printable schedule/email: Add the class name macro $(C...
Students
How do I see the classes my students are enrolled in? In the Admin UI, go to the Contacts page and search for the student. Select the small Appointments tab to view all classes the student is enrolled in. Confirm this list includes every class you expect to ...
Snow Day
Our conferences got snowed out — how do we move all slots and appointments to a new date? Go to the Appointments page for your event. Select the conference date from the calendar. Click Slots / Move Slots. Select the destination date. You'll have the option ...
Teachers
A teacher is being replaced by a long-term substitute — how do I update this for parents? If all of a teacher's classes are transferring to a new teacher, reassign them directly: Go to Class Editor. Select the teacher to replace, then click Assign Contact/Te...
Teams
How do teams work? A team can be either: A simple label for one teacher (e.g., "Team Blackhawks"), or A combination of individual teachers When a team combines multiple teachers, pickAtime concatenates their names — for example, "Andrea Smith; Barbara Zook."...
Time Slots
I created slots on the wrong date — how do I fix this? Go to the Appointments page. Open the Slots drop-down and select Move Slots. This moves all slots (and any existing appointments) to a new date. You'll have the option to email anyone whose appointment i...
Teacher Access
Working in the Admin UI
Help! The time slot boxes in the Admin UI are too small. How do I adjust this? You have two options: Option 1: Resize manually Hover your cursor over the time labels in the left-hand column, then click and drag to stretch or shrink the slot boxes. Option 2: Ad...