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Follow the link provided by your organization to access the Online Scheduler, then follow the steps below to book your appointment. Step 1: Sign In Enter your email and click Next. Returning users: You'll be prompted to enter your password. New users: If you...

Manually Adding Participants There are two ways to add someone to your roster, depending on whether you need to create a new contact or search for an existing one. Method 1: Add User Icon From the Admin UI, open your event and go to Roster Editor. Click the A...

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 Use the Event drop-down to select your Roster event. Report What it shows Part...

The Appointments List is the primary tool for managing communications for a specific roster event. This page allows you to send bulk messages or target specific individuals. 1. Filter Your Recipient List Navigate: On the Admin UI sidebar, select Appointments...

Room Information The Room column can be displayed on the event scheduler by going to the Admin UI page, selecting Settings, and enabling Display Class Name under Scheduler Display. The Room column is also used for the Teachers by Room report, which displays al...

Teachers can view their own schedule by logging in at pickAtime.com, or via the Blackbaud Portal the same way a parent would. SSO access is determined by the role tied to the user's BBID. Once logged in, a teacher or admin (whose BBID maps to a TeacherID) is t...

You will notice that parents who are current vs prospective are marked differently within contacts. Current Parent (this parent would generally be accessing Parent-Teacher Conferences) Prospective Parent (this parent would generally be accessing interview-lik...

Getting Started with your PTA event Creating a company account How to add an event in a Parent Teacher Conference Event Duplicating vs Creating a new Parent-Teacher Event How it All Works Single Sign-On Setting Up Your School's Single Sign On For New Schoo...

Q: Our counselors don't have specific student groups assigned in Blackbaud. Can we mass-import a custom list of "counselors” (teachers), as well as class-teacher and class-student associations, into pickAtime? Yes, you can achieve this by using the pickAtime ...

To import contacts with the roles Parent of Candidate and Parent of Incoming Student, select the Admission Event import option. Note: No specific event needs to be selected for this import type — it brings parent contact records into your entire school vendor...

While pickAtime is most commonly used by Blackbaud schools for parent-teacher conferences, the platform is flexible enough to handle a wide range of other event types — for example: school tours, admissions interviews, counseling appointments, summer school re...

You can route parents directly to a specific event — for example, showing Grade 9 parents only the Grade 9 Counseling event, and Grade 10 parents only the Grade 10 Counseling event. This works by importing a parent file that links each parent to one (or more) ...

Parents are categorized differently in Contacts, depending on their relationship to the school: Type Typically used for Current Parent Parent-Teacher Conferences Prospective Parent Interview-like events (admissions, etc.) Note: The Prospective im...