Skip to main content
Advanced Search
Search Terms
Content Type

Exact Matches
Tag Searches
Date Options
Updated after
Updated before
Created after
Created before

Search Results

182 total results found

Welcome

Introduction

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

Introduction

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

Introduction

June 2026 Updates Captcha pickAtime has replaced Google Captcha with Cloudflare. Clever Data Importer pickAtime has implemented the Clever v3.0 API data importer with the ability to switch between the previous v2.0 and the new v3.0 version per request to...

General FAQs

Introduction

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

PTA 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...

Previous Users of pickAtime

PTA Setup Guide

Setting up a new event If you've used pickAtime before, you don't need to create a new account — simply create a new event under your existing account (e.g., "Parent Teacher Conferences 2026"). Recommended order: Create the new event first. Delete the old ev...

Checklist

PTA Setup Guide Setup Event

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

PTA Setup Guide Setup Event

Overview The PTA scheduler requires 4 data files: Student, Teacher, Class, and Enrollment. Two additional files — Parent and Parent-Student Relationship — are optional and only needed for Single Sign-On setups. All files must be tab-delimited text files (.txt ...

STEP THREE: Create Time Slots

PTA Setup Guide Setup Event

Creating Slots To get started, from the Admin UI, go to Events / Preview and select your event. Click the orange Go To Event button to open your event. You will then see the Appointments tab. From the left-hand calendar, select the date you want to work with. ...

STEP ONE: Setup Event

PTA Setup Guide Setup Event

Create Your Event When you first log in to pickAtime, you'll land in the Admin tool on the Event Reports page. 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., Fall 2026 Confe...

STEP FIVE: Try it Out

PTA Setup Guide Setup Event

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

STEP FOUR: Adjust Settings

PTA Setup Guide Setup Event

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...

Adding a new student

PTA Management Guide

Step 1: Add the Student Go to the Contacts section of the Admin UI. Search for the student by name. If the student isn't found, click Add / Student.... Fill in the Student First Name, Student Last Name, StudentID and SecurityValue. Click Add. Step 2: Connec...

Administrator Access

PTA 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...

Allow Teachers to Block Slots

PTA Management Guide

Why upgrade teacher access? By default, teachers have Appointment Viewer access only — they can view their schedule but not make changes. Upgrading teachers to Appointment Maker access allows them to block their own slots before the scheduler opens to parents....

Allow Teachers to Pre-Book Appointments

PTA Management Guide

Why upgrade teacher access? By default, teachers have Appointment Viewer access only — they can view their schedule but not make changes. Upgrading teachers to Appointment Maker access allows them to book appointments on behalf of parents, before the scheduler...

Contacts

PTA Management Guide

The Contacts tab is where your full list of teachers, administrators, students, and parents is stored. Parent contact records are created automatically the first time they log into the online scheduler. Note: Student and parent names don't display automatical...

Creating Teams

PTA Management Guide

You can combine teachers into teams from the Class Editor page. Create a New Team Select Add Teacher/Team → Add Team. The Select Person dialog will open. Search for and select the first teacher, then click Add to Team (top-left corner of the dialog). Repeat ...