• Picktime for Customers

  Picktime for CustomersPopular

• How to change the Slot Duration on the Online Booking Page?

  To change the Slot Duration on the Online Booking Page Go to Online BookingSettings In SettingsSlot DurationClick on the drop down to select duration. For example, If you set it to 5 minutes, you should see slots on the booking page like 9:00, 9:05, 9:10, etc. If set to 1 hour, you should see slots like 9:00, 10:00, 11:00, etc (https://d29l98y0pmei9d.cloudfront.net/article/2371/67522e1Popular

• How to Cancel Your Subscription on Picktime?

  If you want to stop using Picktime’s paid plan, you can cancel your subscription by downgrading your account to the Free plan from the billing settings.Popular

• How to Delete Your Picktime Business Account?

  If you no longer need your Picktime business account, you can permanently delete it by following below steps. Please note that this action will remove all your business data from Picktime and cannot be undone.Some readers

• How to Integrate with Zoom?

  To integrate with Zoom, Please follow the steps below: * Go to Apps and Integrations > Zoom or you can just click this link . * Click on the activate button on the right side. * Login to your Zoom account. * Click on Authorize button * Only the Admin will be able to connect with Zoom. If you Zoom has multiple users, You will see all your team members with your Zoom user set by default. * Choose their respective Zoom user against each team member and once changed the settings will be saved automSome readers

• How to add a booking button to your HTML website?

  To add a HTML booking button to your website, please follow the steps below: * Go to Apps & Integrations. * Choose booking button. * In step 2 choose 'overlay a booking button on top of my website' * Copy the code you see in step 4. * Now go to your HTML website. * Download the index.html from your hosting cpanel and open it with with notepad or other HTML editors. * Paste the code in the body of your code. * Save the file and upload it to your hosting cpanel directory. * This is how the embedSome readers

• How to Create and Manage Discount Coupons in Picktime

  Discount Coupons in Picktime help you attract new customers, promote specific services, and increase bookings through special offers. Follow the steps below to create and manage discount coupons for your business.Some readers

• How to sync with Google calendar?

  To sync with your google/outlook calendar, follow the steps below: * Go to team * Select a team member * Turn on the toggle for the calendar you want to sync with. * You will get a pop-up that asks you to login to your google/outlook account * Sign in and allow permissions * Select the calendars you want to sync with Picktime. * Hit Save.Some readers

• How to Reset My Picktime Login Password?

  If you have forgotten your password and are not able to login to your Picktime  account, * Click on the forgot password link you see below on your login screen. * You will see a page like this. * Enter your email address and click on send link. * You will receive an email with a reset link. * Enter your new password and click update.Some readers

• How to sync with Outlook Calendar

  To sync with your Google calendar, follow the steps below: * Go to team * Select a team member * Turn on the toggle for the calendar you want to sync with. * You will get a pop-up that asks you to login to your google/outlook account * Sign in and allow permissions * Select the calendars you want to sync with Picktime. * Hit Save.Few readers

• How to add a recurring appointment?

  A recurring appointment is something which repeats over a period of time. To create a recurring appointment: * Click on any empty calendar slot or on the 'new appointment' button on the top right corner. * In the pop-up, add in your customer, service, staff etc. * In the dropdown you will see the appointment set to 'not recurring' by default. Click on the dropdown and set it to 'recurring'. * Choose the frequency of how your appointment should repeat itself. * You can either choose hFew readers

• How to add a recurring class session?

  A recurring class session  is something which repeats over a period of time. To create a recurring class session: Create a class session . Before saving the class session follow the steps below : * In the pop-up, add in details like the class, date, staff etc. * In the dropdown you will see the appointment set to 'not recurring' by default. Click on the dropdown and set it to 'recurring'. * Choose the frequency of how your appointment should repeat itself. * You can either choose how many timesFew readers

• How to use a Roster?

  To use your roster, follow these steps. * Go to team * Inside the team page, you will see a roster tab. * Click on it and you will see your staff working hours for a week location wise. * Choose a day from the roster to modify working hours and save. * You can also turn on the ‘working’ toggle to mark the day as a day off.Few readers

• How do I add an image to my service?

  To add an image to your service, * Go to service setup and choose services. * Choose a service you want to add an image for. * On the right side, hover on the empty image space. * Click on ‘upload image’ and choose an image from your system. * Crop your image and click save. * You can also remove the image by hovering on the image and clicking on cancel icon.Few readers

• How to add a resource?

  To add a resource: * Go to service setup * Choose ‘resources’ * Click on the ‘new resource’ button you see at the center of the screen. * Add in a name, location and a color. * Click save. * To make your resource available online, turn on the ‘ enable online bookings’ feature. * To manage its available times, you can do it either from the ‘resource schedule’ or ‘available times’ tab.Few readers

• How to take Payments via PayPal?

  To activate Payments via PayPal, follow the steps below: * Go to the 'Apps and Integrations' section and connect with your PayPal Account * Go to the 'Payments and Sales' section and choose how you want to process your payments from the available options.Payments from the online booking link: * Depending on the settings you choose, you will be able to process your Payments for your bookings via the online booking page. * Once a customer chooses their timeslot, they will be shown a 'proceed toFew readers

• How to integrate with Wix?

  Here is how you add picktime booking button to wix. * Go to apps and integrations > booking button * Choose whatever suits your requirement in step 1 * In step 2 choose 'overlay booking button' * Copy the code you see in step 4. * Go to dashboard in your wix account and click on site actions and choose edit site. * Choose the place you want to add the booking button to. * Choose add apps > html iframe embed and add to site. * Paste the code copied earlier and hit apply.Few readers

• Other CMS

  How to integrate with B2evolution? How to integrate with Concrete5? How to integrate with October CMS? How to integrate with Magento? How to integrate with CMS Made Simple? How to integrate with Modx?Few readers

• What is a time blocker? How to add it to your calendar?

  A time blocker is feature that can be used to block off any particular time slot in a day. Adding a time blocker will help you by not allowing  of your clients to book that particular time slot. To add a time blocker to the calendar, follow these steps: * Click on the ‘new appointment’ button you see on the top right corner or any empty calendar slot. * Choose ‘time blocker’ option in the pop-up. * Add in all details like date, duration etc. * Hit save.Few readers

• How to set permission levels for staff?

  To setup permission levels, follow the steps below: * Go to team. * Select a staff. * Click on ‘permissions’ tab. * Check the sections you want the staff to have access to and click save.Few readers

• How to integrate with Weebly?

  There are two ways in which you can integrate Picktime with your Weebly website. a. By adding it to the navigation menu. b. By overlaying the button into your website. Here is how you add picktime to the navigation menu. * Go to online booking > copy the booking page url * Go to you Weebly account and hit 'edit site' button * Click on 'pages' in the top navigation * Click '+' button. Choose 'link to external website' * Edit according to your preference, name the link, paste the link and hit donFew readers

• What is Advanced Booking? How do I set it up?

  Advanced Booking is a feature that restricts the days that are open for booking in your online booking page. Advance Booking starts before is the duration upto which the customer can book an open slot with you. For example, lets say you set it up as 2 day. Your clients wants to book an appointment with you on 20th December. They will be able to book a slot only upto 2 days before the actual date. i.e they will be able to book an appointment for the 20th only till the 18th. Advance Booking closes beFew readers

• How to integrate with Squarespace?

  To add a booking button to your Squarespace website, Please follow the steps below: * Go to Apps and Integrations. * Choose Booking Button. * In step 2 choose 'overlay a booking button on top of my website'. * Copy the code you see in step 4. * Now, Login to your Squarespace account. * Go to Pages and hit on settings in the section you want to add the button to. * Then go to Advanced and paste the copied code. * You will be able to see the booking widget on your websiteFew readers

• How to integrate with B2evolution?

  Note: This article will be updated soonFew readers

• How to take Payments via Stripe?

  Stripe, Stripe IntegrationFew readers

• How to sync with MS Exchange calendar?

  Learn how to sync your Picktime Calendar with MS Exchange effortlessly. Follow our step-by-step guide for seamless calendar integration!Few readers

• How to Upgrade to a Subscription Plan on Picktime?

  Now you can upgrade your plan for enhanced features and a richer experience. In our pricing plan we do have Starter plan and Pro plan.Few readers

• How to Update Picktime Personal User Email address

  Go to the Picktime website and log in to your personal account using your current email address and password. After logging in, click on the drop-down arrow next to your name, usually located in the top left corner of the page.Few readers

• How to delete a recurring appointment?

  To delete a recurring appointment: * Go to calendar and select the recurring appointment you want to delete. * Click on it and you will see a delete button at the bottom right. * Hit on the delete button. You will get a pop-up with two options. * The first option will delete only the particular appointment selected. * The second option will delete the selected appointment along with the future appointments.Few readers

• How to change background image?

  To change background image in your booking page follow these steps. * Go to Online Booking > settings * Scroll down and you will Banner image * Hover over it and you will see ‘upload image’ * Select any image you want. * You will be able to see the changes in the online booking link.Few readers

• How to take bookings directly from Google/Google Maps?

  You can now directly link your Picktime online booking page in your Business Profile on Google. This helps customers and potential customers view more information about the services you provide right from your Business Profile, which has the potential to increase the number of bookings you receive. Activate Bookings from Google/Google Maps To start taking bookings via Picktime right from your Business Profile on Google, follow the steps below: * Go to Apps and Integrations. * Choose Google. *Few readers

• How to enable Waitlist for Classes in Picktime

  In the realm of class scheduling, the demand for popular sessions can often lead to fully booked slots, leaving eager participants disappointed. The good news is that with Picktime’s Pro plan you can have the Waitlist feature for classes. In this article, we'll explore how the Waitlist feature, included in the Classes, automatically springs into action when class slots reach full capacity.Few readers

• How to setup meeting rooms?

  To set up your meeting rooms, Please follow these steps: * Go to Service setup > resources * Click on the new resource button you see at the centre. If you already have a resource, you will see it at the top right corner. * Once you click on the button, you will see a 'new resource' popup. * Add in all the details and hit save. * To edit the available times of your resource, select the resource >  available times. * You are now ready to share your booking link with your team members or with youFew readers

• Resend the invite link to team member

  In the process of adding a team member, admins are obligated to input the team member's email address. Subsequently, the system will autonomously trigger a registration email to the specified email address.Few readers

• How To Take Advance Payments From Customers

  Accepting advance payments is a crucial aspect of various businesses, ensuring a smooth and secure transaction process. In this article, we will guide you on setting up advance payment options.Few readers

• How to add multiple Locations to Picktime?

  If you are running a business which has more than one branch in a different location, well we have got your back. To add in another location  to your Picktime  account: * Go to locations in the side navigation of your account. * You will already see the details of the location you have signed up with. * Click on the add button you see at the top. * In the create location pop-up, fill in all the details like location name, address, city etc. * Also you can assign sFew readers

• How to integrate with Joomla?

  To add a HTML booking button to your website, please follow the steps below: * Go to Apps & Integrations. * Choose booking button. * In step 2 choose 'overlay a booking button on top of my website' * Copy the code you see in step 4. * In Joomla, go to extensions > templates > select your current theme. * Go to system > paste the copied code before head tag * Save changes. * Refresh your website to see changesFew readers

• How to add booking button to Weebly navigation?

  Integrate with WeeblyFew readers

• How to integrate with Concrete5?

  Here is how you can integrate with Concrete5: * Go to Apps and Integrations > Concrete5 *Few readers

• How to integrate with Magento?

  Here is how you can integrate with Magento: * Go to Apps and Integrations > Magento * In method 2, choose whatever suits your requirement in step 1 * In step 2, Choose 'overlay booking button' * Copy the code you see in step 4 * Now go to your Magento account > Content * Choose configuration > hit edit * Go to HTML head > paste the copied code in 'scripts and style sheets' * Save changes. Refresh to see the changesFew readers

• How to setup Picktime for Salons?

  Once you have signed-up, follow these steps to setup the Picktime account for your Salon: * Go to service-setup > services * You will see a sample service created by default * Edit it to your requirement, change the duration, etc and save. * To add a new service, click on '+' button on the top right corner.  * If you have a service that you offer at different prices, Choose pricing type as variable * If you want to create a new category, click on the 'new service' button on the top right cornerFew readers

• How to make Resources to display first in Calendar?

  Resources FirstFew readers

• How to setup Parent Teacher meetings?

  Parent-Teacher MeetingsFew readers

• How to integrate with CMS Made Simple?

  Here is how you can integrate with CMS Made Simple: Go to Apps and Integrations > Other CMS. Choose whatever suits your requirement in step 1Few readers

• How to delete a recurring class session?

  Each recurring class session can be deleted manually. We have launched where all class sessions without attendees can be delete at once.Few readers

• How to set your default calendar view?

  When you create your Picktime  account, your business calendar is set to weekly view by default. You can change it to either monthly or daily according to your convenience. To change your default calendar view: * Go to business settings. * Click on preferences. * You will see your preference already set to weekly by default. * Choose the view you want and click save. * Go to calendar  to view saved changes. * Your daily view will look like this. * Your montFew readers

• How to setup a service at client location?

  To setup your service at client location, follow the steps below: * Go to service setup > services * Select the service you want to assign to client location or create a new service. * Go to locations * Choose client location and select the locations where your offer your services at client location * Hit saveFew readers

• How to Update Business Email Address in Picktime

  Navigate to Setup: The first step in updating your business email address is to access the Setup section. Log in to your Picktime account and you can locate the Setup menu in the left side navigation.  Access User Profile: Within the Setup menu, you can find the 'User Profile' option. Click on it to access your user details. (https://d29l98y0pmei9d.cloudfront.net/article/2371/81325633Few readers

• What is Custom Booking Window? How do I set it up?

  Custom booking window feature allows you to restrict the available dates for booking for particular duration. To set up your custom booking window, follow these steps: * Go to Online booking > settings. * Turn on the toggle you see beside custom booking window. * Once you turn it on, you will see two drop downs that show start and end date. * Choose the times you want and hit save. * This is how your booking page will look like.Note: If you turn on your custom booking window, Advanced booking wFew readers

• How to manage Escape Rooms?

  After you finish your initial setup with Picktime, Please follow these steps below to know more about how to manage your Escape Rooms. * Create a service with the name of your escape room game. * If you offer it for only one single price choose pricing type as 'standard' * If you offer it for various prices (which vary with the number of people etc) choose pricing type as 'variable' * Make all the changes and hit save. * Here is how your escape room games will appear on the booking page.Few readers

• How to integrate with Wordpress?

  To add a booking button to your Wordpress website, please follow the steps below: * Go to Apps & Integrations. * Choose booking button. * In step 2 choose 'overlay a booking button on top of my website' * Copy the code you see in step 4. * Now go to your Wordpress website. * Choose appearance > editor. * Choose theme header. * Paste the copied code in before the head tag. * Refresh your website to see changes.Few readers

• How to add booking button to Wix navigation?

  There are two ways in which you can integrate Picktime with your Wix website. a. By adding it to the navigation menu. b. By overlaying the button into your website. Here is how you add picktime to the navigation menu. * Go to online booking > copy the booking page url * Go to dashboard in your wix account and click on site actions * Choose edit site. * Click on the navigation bar > manage menu. * You will see a pop-up. In the pop-up you will see an add link button. * Paste the copied booking paFew readers

• How to setup interview scheduling?

  After signing up with Picktime , setup your account. Once you have setup your business account: * Go to service setup > services. * You will already see a service category created with an example service. Rename it to suit your requirements. * For example, let’s say you want to interview your candidates at 30 minute intervals and the duration of the interview is 20 minutes. * Setup your service duration as 20 minutes. * Then go to online booking > settings and choose slot duration asFew readers

• How to change the Logo Image?

  Logo imageFew readers

• How to add a status label to your appointment?

  To add a status label to your appointment, follow these steps: * Click on the calendar slot which already has an appointment scheduled. * In the pop-up, you will see a dropdown which a status at the top right. * Click on the dropdown. You will see a number of statuses like new, pending, confirmed, no show etc. * Select whatever is apt for the appointment and close the pop-up * You will see the status on the left side of the appointment.Few readers

• How to update your Picktime password?

  If you are already logged into your Picktime  account but want to change your password, follow these steps to reset your password. * Go to business settings in the side navigation. * In security and login, click on password. * Enter your old password and type in your new password. * Re-enter your new password and confirm. * Click on update password.Few readers

• How to link services to a resource?

  Before you link a service to a resource, make sure you have already created a resource.To link a service to a resource: * Go to service setup and choose services. * Choose a service you want to allocate to a resource. * You will see a tab that says ‘resources’ inside it. * Click on it and turn on ‘allocate resource’. * Choose the resources you want to allocate to the service and click save.Few readers

• How to change your calendar slot duration?

  To change your slot duration in your Picktime  account: * Go to business settings. * Click preferences. * In the calendar slot duration, click on the dropdown to change the duration. * Click save. * Go to the calendar to view saved changes.Few readers

• How to integrate with Drupal?

  Here is how you can Picktime booking button to Drupal. * Go to Apps and Integrations > Drupal * Go to method 2 and choose whatever suits your requirement in step 1 * In step 2 choose 'Booking page overlays on top of the website' * Copy the code you see in step 4 * Go to your Drupal account and choose Structure > Block layout * Choose custom block library > add custom block * In body, select source and paste the copied code * Choose text format as 'full HTML' and hit save * Now go to block layouFew readers

• ​How to Display Business Timezone on the Booking Page?

  We've made it even more convenient for you to schedule appointments by allowing your clients to view time slots in your business time zone. Follow these simple steps to enable this feature:Few readers

• How to integrate with Modx?

  Here is how you can integrate with Modx: * Go to Apps and Integrations > Other CMS * Choose whatever suits your requirement in step 1 * In step 2, Choose 'overlay booking button' * Copy the code you see in step 4 * Now go to your Modx account > elements  * Go to templates > Select your template * Paste the copied code before your head tag * Hit save * Refresh the page to see changes.Few readers

• How to add Meta Title and Meta Description?

  Meta title and meta description are HTML elements that provide information about a web page to search engines and users. They play a crucial role in search engine optimization (SEO) and can impact how a page is displayed in search engine results.Few readers

• How To Update Billing Information Of Your Subscription Plan

  If you need to update the billing name, email address, or mobile number associated with the invoices for your subscription plan, follow these simple steps:Few readers

• How to integrate with October CMS?

  Here is how you can integrate with October CMS: * Go to Apps and Integrations > October CMS * In method 2, choose whatever suits your requirement in step 1 * In step 2, Choose 'overlay booking button' * Copy the code you see in step 4 * Now, Go to your October CMS account > CMS * Go to Layouts > Default Layout * Paste the code before head tag and hit save * You will be able to see the changes on your account.Few readers

• How to add customers to a class session?

  To add customers to a class session: * Go to calendar * Navigate to the date you have created a class session. * Click on the session. You will see a ‘class details’ pop-up * Click on the attendees tab. * You will see an add attendees pop-up in the bottom right corner. * Once you click on it, you can add a client from the existing list or add a new one.Few readers

• How to Integrate with Hubspot?

  Streamline your business by linking Picktime with your HubSpot account. Effortlessly export new Picktime customers to your HubSpot CRM, enhancing your email campaigns, contact management, and marketing leads monitoring.Few readers

• How To Enable Captcha Verification

  To ensure a secure and hassle-free experience for both you business user and customer user, we have CAPTCHA verification process and the feature is under Pro plan.Few readers

• ​How Do Customers View Time Slots In Their Own Timezone?

  We've made it even more convenient for you to schedule appointments by allowing you to view time slots in customers' local timezone. Follow these simple steps to enable this feature:Few readers

• How to Verify Customer Email Address from Admin End?

  Ensuring a seamless experience for both admins and customers is essential for effective appointment management. This support article guides you through the process of verifying customer email addresses in Picktime, allowing customers to view their appointments in their personal calendar.Few readers

• How to change or edit calendar first Hour?

  To change calendar first hour in your Picktime  account : * Go to business settings. * Click preferences. * In calendar first hour, you will see that the time is set to 8:00 am by default. * Change the time according to your preference. * Click save. * Go to the calendar to view saved changes.Few readers

• How to add and edit your business details?

  With growing business and fame, it is quite a common practice to keep revamping tiny but important details like logos etc etc. Picktime also wants to keep up with every makeover you give your business by letting you add and edit your business details whenever you want. * Go to setup > general * You will land on the business details page. * You can also add details like company logo. You can also remove the company logo by clicking on the cancel icon. * Add in any details likeFew readers

• How to add contacts to your Picktime account?

  Adding contacts helps you keep a track of customers that regularly come to you. You can be more in touch with your best customers and offer them special discounts and free services whenever possible. You can also have an insight of number of individual no-shows. Here, we will show you how to add in contacts to yourPicktime account. * Click on contacts located in the side navigation. * Click on the ‘new customer’ button which you see on the centre of the screen. * A 'new contact' pop-upFew readers

• How to set up AI Receptionist?

  AI receptionist is a virtual front-desk assistant that answers calls, understands customers’ needs, and helps them book, reschedule, or cancel appointments. It can handle multiple calls at once, so callers don’t have to wait, and it guides them through the whole scheduling process in a clear, friendly way.Popular

• How to Configure AI Receptionist in Picktime

  The AI Receptionist helps you manage calls, bookings, and customer queries automatically. Follow the steps below to configure and customize it based on your business needs.Some readers