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Admin UI Overview

Simple 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

Simple PTA Setup Guide

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

Simple PTA Setup Guide

In order 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....

STEP ONE: Setup Event

Simple PTA Setup Guide

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 TWO: Add or Import Teachers

Simple PTA Setup Guide

Manually Add in Teachers On the Event Management page of the Admin UI, select the Appointments tab. To copy your teacher roster from last time: Select the Teachers drop-down Then select Copy Teachers Once you have copied your teacher data from the old event,...

STEP THREE: Create Slots

Simple PTA Setup Guide

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.  Select the Appointmen...

STEP FOUR: Adjust Settings

Simple PTA Setup Guide

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...

STEP FIVE: Try it Out

Simple PTA Setup Guide

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.  Select the Settings tab and then the UI Setup tab. To turn on the online scheduler so parents can use the website and schedu...

Administrator Access

Simple PTA Management Guide

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

Simple PTA Management Guide

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

Simple PTA Management Guide

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...

Contacts

Simple PTA Management Guide

In the Admin UI tool, select Contacts on the sidebar. On the Contacts page, 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, parents, and students (opti...

Directions for Parents

Simple PTA Management Guide

Follow the link provided by your school to access the Scheduler. Once on the site, follow the steps below: 1. Sign In Enter Email: Type your email address and click Next. Returning Users: If your email is recognized, enter your password. New Users: If your em...

Handling Appointment Errors

Simple PTA Management Guide

If an appointment appears with a red border, it indicates a system error or a scheduling conflict (such as a double-booking). Follow these steps to resolve it: 1. Identify the Issue Click on the red-bordered appointment. Look at the bottom-left area of the scr...

Modifying Teacher or Room Data

Simple PTA Management Guide

Teachers Once the teacher has been imported into the system the teacher’s names will appear in the contacts and also in the resource listing on the Appointments page. Change the spelling of a teacher's name From the Admin UI, open the event.  On the right-han...

Passwords

Simple PTA Management Guide

Resetting Passwords for Individual Contacts Navigate to the Contacts page of the Admin UI. Search for the contact by name and select them in the search result. Click the Reset PW button under the Search console. The password will revert to the system d...

Problem Appointments

Simple PTA Management Guide

The Appointments List serves as a master record for all bookings. It is also your primary tool for identifying and resolving scheduling conflicts that require administrative attention. Problem Appointments (Displayed in Red) Appointments appear in red when the...

Reports

Simple PTA Management Guide

Upon logging into your pickAtime account, you will default to the Event Reporting page within the Admin tool. Reports are divided into two categories: Event-Specific and Account-Specific. Event Reports First, use the Event dropdown to select your specific even...