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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    

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, ...

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...

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...

You can upgrade any existing contact to an administrative role or create a new administrator from scratch. Assigning Access to an Existing Contact Navigate to the Contacts tab. Search for the contact by name and select them from the list. Use the Admin L...

The Contacts tab serves as a central directory for everyone who interacts with your account. A participant’s information is automatically saved here as soon as they log into the online scheduler for the first time. Searching for Contacts By default, participan...

Please follow the link provided by your organization to access the Online Scheduler. Once you have reached the site, follow these steps to book your appointment: 1. Sign In Enter Email: Type your email address and click Next. Returning Users: If you have u...

Manually Adding Participants to a Roster There are two primary ways to add a person to your event roster, depending on whether you need to create a new contact or simply search for an existing one. Method 1: Using the Add User Icon From the Admin UI, open yo...

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 Report To ...

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...

The room column can be shown on the event scheduler by going to the Admin UI page under Settings and selecting the option Display Class Name under Scheduler Display. The room column is also used for the "Teachers by Room" report, which shows all the appointmen...

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, date, or event.  On this page, you can em...

Teachers are able to view their schedule either by logging in to the School account at pickAtime.com or from the Blackbaud Portal in the same manner as a parent would. The SSO access works based on the role that the BBID holder has. So a teacher or admin (thei...

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...

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...

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...