# Contacts

<span class="rvts20">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 contact information will be stored in the contacts section.</span>

- <span class="rvts20">From the Admin UI, select the </span>**<span class="rvts21">Contacts</span>**<span class="rvts20"> tab on the top line of the screen</span>

<p class="callout info"><span class="rvts20">Note that student and parent names do not </span><span class="rvts22">automatically</span><span class="rvts20"> display in the contacts section. You need to search by either first or last name to find your students and parents.</span></p>

##### **<span class="rvts21">View the Info</span>**

<span class="rvts20">After you search, you can select a contact, and the system will fill in the fields on the right with the contact's information. There are several small tabs on the right.</span>

- <span class="rvts20">The Search Control list will allow you to search by </span><span class="rvts21">Last</span><span class="rvts20"> name, </span><span class="rvts21">First</span><span class="rvts20"> name, </span><span class="rvts21">Email</span><span class="rvts20"> address, and any other fields that you identify as an ID field in the Contacts Setup tab on the Global Setup page.</span>
- <span class="rvts20">You can select a contact record and then click on the Delete button to delete a contact, or click on the Reset PW button to reset the password for a contact.</span>
- <span class="rvts20">The</span><span class="rvts21"> Contact Info</span><span class="rvts20"> tab will display the contact's </span><span class="rvts21">Email</span><span class="rvts20">, </span><span class="rvts21">First name</span><span class="rvts20">, </span><span class="rvts21">Last name</span><span class="rvts20">, admin level, and customer access rights, as well as any fields you may have included from the </span><span class="rvts21">Contacts Setup</span><span class="rvts20"> tab on the </span><span class="rvts21">Global Setup</span><span class="rvts20"> page.</span>
- <span class="rvts20">The </span><span class="rvts21">Teacher/Student/Parent IDs</span><span class="rvts20"> are translated from your school's </span><span class="rvts21">BBID </span><span class="rvts20">and must be included for Single Sign On access.</span>
- <span class="rvts20">The </span><span class="rvts21">Appointments</span><span class="rvts20"> tab, not to be confused with the main </span><span class="rvts21">Appointments </span><span class="rvts20">tab on the top line, shows all the selected contact's appointments. For students, this will display the classes they are enrolled in.</span>
- <span class="rvts20">The </span><span class="rvts21">Log</span><span class="rvts20"> tab shows what emails have been sent and when appointments were booked or canceled.</span>
- <span class="rvts20">The </span><span class="rvts21">Vendor Access</span><span class="rvts20"> tab allows you to set up Resource Access and Event Access for your administrators. </span>
- <span class="rvts20">The </span><span class="rvts21">Parents - Students map</span><span class="rvts20"> tab allows you to view, create, and change the set of students that each parent has. See </span>[Parent - Student Relationships](http://docs.google.com/page.aspx?pageid=parent_-_student_relationships)<span class="rvts20"> for more details.</span>

<p class="callout info">**<span class="rvts109">IMPORTANT NOTE</span>**<span class="rvts108">**:** If you are adding a new contact with an access level of either **Appointment Viewer, Appointment Maker, or Resource Administrator**, make sure you check the resource box in the</span><span class="rvts110"> </span>**<span class="rvts109">Resource Access</span>**<span class="rvts110"> </span><span class="rvts108">section. </span></p>

<p class="callout success"><span class="rvts110">On the </span><span class="rvts116">Vendor Access</span><span class="rvts110"> tab, the </span><span class="rvts116">Master Access</span><span class="rvts110"> section with the '</span><span class="rvts114">allow access to all events and all resources</span><span class="rvts110">' check box is available for </span>**<span class="rvts115">Appointment Viewer</span><span class="rvts110"> </span>**<span class="rvts110">and </span>**<span class="rvts115">Appointment Maker</span>**<span class="rvts110"> access levels only. The </span>**<span class="rvts114">Resource Administrator</span><span class="rvts110"> </span>**<span class="rvts110">and </span>**<span class="rvts114">Event Administrator</span>**<span class="rvts110"> access levels </span><span class="rvts114">do not support the master access</span><span class="rvts110">.</span></p>

<span class="rvts20">Once you have selected a contact, you will also have the option to reset the password for a contact. The </span><span class="rvts21">Reset PW</span><span class="rvts20"> button will reset the password to the stored default password that is set on your account. To view or change this default password, see the </span><span class="rvts21">Global Setup &gt; Contacts Setup</span><span class="rvts20"> page.</span>

### **<span class="rvts0"><span class="rvts24">Add a new Contact</span></span>**

<span class="rvts20">To add a new contact, select the Add button. In the drop-down, you would have 4 options: </span>

1. <span class="rvts20">Teacher</span>
2. <span class="rvts20">Student</span>
3. <span class="rvts20">Parent</span>
4. <span class="rvts20">Other</span>

<span class="rvts20">Selecting one of these options will display an appropriate form; each form includes different contact fields, oriented to the contact you are going to add. On the form, you will need to fill in the fields where you see the text &lt;not entered&gt;.</span>

<p class="callout warning"><span class="rvts20">The form will not allow you to create a new contact record with the email address that already exists on the vendor account.</span></p>