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Welcome
Now that your account is set up, you're ready to build your first scheduler. PickATime offers four scheduling types — choose the one that fits your use case, or reach out and we'll help you decide. 🗓 Parent-Teacher Appointments (PTA) Best for schools with 20+...
Getting Started
To get started with Pickatime, you will first need an account with us. To create an account, select the Sign Up option from our website. Once you have an account, you will have access to our Admin tool, where you can begin to set up your event. Follow the st...
Product Updates
May 2026 Updates Blackbaud Updates Admission Event Importer Added a new Parent Type selector to the Blackbaud Admission Event importer, allowing Admin to select either the Parent of Incoming or Parent of Candidate or both. Contacts Setup Improvements An ...
General FAQs
Can I pay by Credit Card over the phone? We do not accept payments by phone. To pay by credit card, please see the instructions below: Select Client Login from our home page (www.pickatime.com) and log in with your email address and password. This must be an...
Admin UI Overview
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...
Previous Users of pickAtime
If you have previously created an account with pickAtime, you will not need to create a new account for new conferences. Once you log in to your account, you should create a new event on your account, for example, a "Parent Teacher Conferences 2026" event. The...
Checklist
To set up your Parent‐Teacher Conference event using the PTA scheduler, you will need to follow these steps: 1. SETUP YOUR EVENT: You will need to create your conference event and name it appropriately for your conference (e.g., Fall 2026 Conferences) 2. CREA...
STEP TWO: Import Data Files
Data Files There are 4 required data files for the Parent Teacher Appointments Scheduler: a Student file, a Teacher file, a Classes file, and an Enrollment file. Optionally you can create a Parent File and a Parent Student Relationship File. Generally, the Par...
STEP THREE: Create Time Slots
Create Slots Function The Create Slots function is used to set up your appointment date(s), times, and duration of the appointments. Select the Events / Preview option on the navigation dashboard. Then select your event from the list and click on the button. ...
STEP ONE: Setup Event
Create Your Event 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 pickAdminUI sidebar (left side). Click on the green Add button. Ente...
STEP FIVE: Try it Out
STEP FIVE: Try it Out 1. From the Admin UI on the Events / Preview page, select your event. Click on the Go To Event button to open the Event Management page. 2. Select the Settings tab and then the UI Setup tab. 3. To turn on the online scheduler so parents c...
STEP FOUR: Adjust Settings
UI Setup Event Settings On the UI Setup (Events Management, Settings/UI Setup) page, you can adjust various settings specific to your event. From the Admin UI on the Events/Preview page, select your event. Click on the Go To Event button to open the Event Man...
Adding a new student
Add Student Go into the Contacts section of the Admin UI. Search first for the student by name. If you do not find the student, then click on the Add > Student... button and fill in the fields on the Add New Student form. You only need to fill in the Student ...
Administrator Access
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
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
The default Administrative access for teachers is Appointment Viewer access only. You can, however, provide all your teachers with Appointment Maker access. This would then allow your teachers to book appointments on behalf of parents prior to opening up the s...
Booking Appointments in the Admin UI
Booking an appointment through the CUI will not allow you to override any restrictions you may have established. For example, if the parent requires extra time with a teacher, you will need to use the Admin UI to book the appointment. When making an appointme...
Contacts
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...