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 2011" event. Then you can delete the previous semester or previous year's event. By creating the new event prior to deleting the old event you will retain the settings (UI Setup / Email Templates / CUI Messages) from your previous event.

 

Please do not simply rename your old event. Importing new class and enrollment data to an old event that has been renamed will add the new class and enrollment data to your previous year's class and enrollment data.

 

Deleting your old event will delete all class and enrollment data so do not delete your old event if you will be reusing your previous class and enrollment data. To reuse your previous class and enrollment data use the PTA Duplicate button in the Event Setup page. See the section Setup Event.

 

Contact Information

The contact information from your previous parent teacher conference is retained in the pickAtime system and is not removed when you delete an event. The contact information contains the login information from your parents and teachers. The contact information also includes the parent - student relationships.

 

To remove all previous contact information, select the Global Setup tab, and then the Contacts Setup tab. You will see a button at the bottom labeled "Remove all customers." Selecting this button will bring up a pull-down that will allow you to delete your contacts based on their access level. The four access levels are:

 

only Customer access - parents and students

Vendor Access - Appointment Viewer - teachers

Vendor Access - Appointment Maker - any administrators that have been granted only Appointment Maker access

Vendor Access - Resource Administrator - any administrators that have been granted access on only a select group of Resources (teachers)

 

Deleting an access level will delete the level that is listed above it in the list as well. For example, if you select Vendor Access - Resource Administrator as your level to delete, it will also delete those with Vendor Access - Appointment Maker, Vendor Access - Appointment Viewer and those with only Customer access (your parents and students).

 

Note that removing the contacts will not remove any contacts that have logged in during the previous two months, or any contacts that have created an appointment in the last two months.