Contacts

The Contacts tab is where your list of administrators and participants is stored. Participant contact records are created automatically the first time they log into the online scheduler.

Note: Participant names don't display automatically — you'll need to search by first or last name to find them.

To get started: From the Admin UI, select Contacts on the top navigation.

Viewing Contact Info

Search for and select a contact to populate their details on the right-hand side. Several tabs are available:

Search options: The Search Control list allows you to search by Last Name, First Name, Email, or any custom ID fields configured under Global Setup / Contacts.

Other actions available from a selected contact:

• Delete — removes the contact
• Reset PW — resets the contact's password to your account's default password (configurable under Global Setup / Contacts)

Setting Up Vendor Access

Important: When adding a new contact with Appointment Viewer, Appointment Maker, or Resource Administrator access, be sure to check the appropriate box under Vendor Access / Resource Access — otherwise they won't have access to any resources.

Master Access: The "Allow access to all events and all resources" option under Master Access is only available for Appointment Viewer and Appointment Maker levels. It is not available for Resource Administrator or Event Administrator levels, which require resources/events to be granted individually.

Adding a New Contact

1. Click Add.
2. Fill in the fields marked <not entered> on the form.

Note: You can't create a new contact using an email address that's already associated with another contact on your account.