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When you first log in to your pickAtime account, you will automatically land on the Administrative User Interface, with the Event Reports displayed by default. Profile & Sidebar Navigation Profile Settings: In the top-left corner, your name is displayed. Cli...

To set up your event using the Normal event scheduler, follow these steps:  Create Your Account and Create Your Event Create your event and give it a clear, descriptive name (e.g., "Health Screenings" or "Photo Shoot Appointments"). Add a Resource Add a resou...

Create Your Organization's Account If you haven't already created your organization's account, click here. Steps to Create a New Event Select Events / Preview from the sidebar. Click the green Add button. Enter a name for your event — e.g., Health Screenings,...

Defining Your Resources Every event requires at least one Resource — the "container" that holds your time slots. Step 1: Name the Resource Click directly into the Title Area of a new resource to edit its name. Step 2: Choose a Descriptive Name Use a name spe...

To get started, go to Events / Preview, select your event, then click the Appointments tab. From the left-hand calendar, select the date you want to work with. Open the Slots drop-down and choose Create Slots. Step 1: Choose Which Resources to Create Slots For...

Online Scheduler Settings (Event Scheduling) Booking Settings Booking Window Booking Opens Select the date and time you would like the scheduler to open for participants. Booking Closes Select the date and time the scheduler should close ...

1. Open the Scheduler From the Admin UI, go to Events / Preview, select your event, and click Go To Event. Select Settings / Online Scheduler Settings/Booking Window. Set "Open scheduler to customers on" and "Close scheduler to customers on" to define the w...

Updating an Existing Contact's Access Go to the Contacts tab and search for the contact. Select their name. Adjust the Admin Level pull-down to set their access. This allows the contact to log into the Admin UI and view reports, with permissions determined b...

The Contacts tab is where your list of administrators and participants is stored. Participant contact records are created automatically the first time they log into the online scheduler. Note: Participant names don't display automatically — you'll need to sea...

Follow the directions provided by your company to get to the Online Scheduler, then follow the steps below. Step 1: Sign In Enter your email and click Next. Returning users: If your email is recognized, enter your password. New users: If your email isn't reg...

Booking through the CUI (customer-facing scheduler) respects all standard restrictions and limits. To override those restrictions — you'll need to book the appointment manually through the Admin UI. Making Appointments in the Admin UI Step 1: Locate the Time ...

The Appointments List page shows a master list of all appointments, including any that need attention. Red Appointments — Rule Violations What they are: Previously booked appointments that violate a rule configured under Settings → Online Scheduler Settings. ...

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,...