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Turn it On and Test the Scheduler

Blackbaud User Guide Setup Steps

From the Admin UI on the Events Preview page, select your event. Click on the  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 schedule appointment...

Blackbaud Management Guide

Administrator Access

Blackbaud 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

Blackbaud 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

Blackbaud Management Guide

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

Creating a New Blackbaud User

Blackbaud Management Guide

In order to set up a new user in Blackbaud, please do the following. Go to Core / Users, Add New User.  First Name, Last Name, and Username are the required fields.  Edit the newly created user.  Select Role Membership (under Access tab).  Select the appropri...

Creating Teams

Blackbaud 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...

Contacts

Blackbaud 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...

Directions for Parents (single event)

Blackbaud Management Guide

Follow the directions provided by your school to get to the Parent Teacher Conference Scheduler. 1. Sign In Parents will access the pickAtime Online Scheduler directly from the Blackbaud Resource Board via a pickAtime tile. 2. Students  Your student will alre...

Divorced Parents

Blackbaud Management Guide

There is 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 pa...

Making Parent Appointments

Blackbaud Management Guide

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 for that selected student.  C...

Modifying Enrollment Data

Blackbaud 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. ...

Scheduling: Roster Events

Roster Setup Guide

Admin UI Overview

Roster Setup Guide

Upon logging into your pickAtime account, you are directed to the Administrative User Interface (Admin UI). By default, the system opens to the Event Reporting page. The Header & Navigation Sidebar User Profile: In the top-left corner, click your name or the...

STEP ONE: Setup Event

Roster Setup Guide

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 AdminUI sidebar (left side).  Click on the green Add button. Enter a name for your event...

STEP TWO: Adjusting Event Settings

Roster Setup Guide

Once your event is added, the Roster Editor tab opens automatically. Here, you can set the Max Roster Size to determine the total number of participants allowed for your event. To further customize the experience, navigate to the Settings tab. UI Setup This se...

STEP THREE: Turn it on and try it out

Roster Setup Guide

Once your event is configured, use this step to finalize your timeline and perform a test run from the parents' perspective. Activating the Online Scheduler To make the scheduler live for your participants, you must define the active booking window. Navigate...