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Event Setup Guide

Admin UI Overview

Event Setup Guide

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...

Checklist

Event Setup Guide

To set up your event using the Normal event scheduler, follow these steps: 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 resource — the "holder" of you...

Event Setup

Event Setup Guide

STEP ONE: Create Event

Event Setup Guide Event Setup

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, Photo School 2026. Select the event type: Normal. Select your event's time zone. (Optional) Add a Date and...

STEP TWO: Add a Resource

Event Setup Guide Event Setup

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...

STEP THREE: Create Slots

Event Setup Guide Event Setup

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...

STEP FOUR: Adjust Settings

Event Setup Guide Event Setup

Event Settings (UI Setup) The UI Setup page lets you adjust settings specific to a single event. To get there: From the Admin UI, go to Events / Preview and select your event. Click Go To Event to open Event Management. Select Settings / UI Setup. Work throu...

STEP FIVE: Try it out

Event Setup Guide Event Setup

1. Open the Scheduler From the Admin UI, go to Events / Preview, select your event, and click Go To Event. Select Settings / UI Setup. Set "Open scheduler to customers on" and "Close scheduler to customers on" to define the window during which participants ...

Event Management Guide

Administrator Access

Event Management Guide

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...

Contacts

Event Management Guide

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...

Directions for Participants

Event Management Guide

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...

How to Book Participant Appointments

Event Management Guide

Step 1: Locate the Time Slot Select the Appointments tab at the top of the screen. Use the calendar on the left to navigate to the desired date. Click the green plus sign (+) in the time slot you'd like to book. Step 2: Select the Participant The Select Per...

Viewing Appointments in the Admin UI

Event Management Guide

Problem Appointments

Event Management Guide

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 → UI Setup. How they're creat...

Reports

Event Management Guide

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,...

Sending Custom Emails

Event Management Guide