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Contacts

OnThe theContacts Contactstab tab,is you can search for a contact, select the contact, and then view the information about that contact. Your contacts arewhere your list of administrators and participants.participants Asis soonstored. asParticipant acontact participantrecords logsare created automatically the first time they log into the online scheduler, their contact information will be stored in the contacts section.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 the Contacts tab on the top linenavigation.

    of
    the

    Viewing screenContact

    Info

    NoteSearch that participant names do not automatically display in the contacts section. You need to search by either the first or last name of the participant.

    View the Info

    After you search, you can select a contact,for and the system will fill in the fields on the right with the contact's information. There are several small tabs on the right.

      The Search Control list will allow you to search by Last name, First name, Email address, and any other fields that you identify as an ID field in the Contacts tab on the Global Setup page.
       You can select a contact recordto andpopulate thentheir clickdetails on the Deleteright-hand buttonside. toSeveral deletetabs aare contact,available: or
      click
      on the ResetTab PWWhat buttonit toshows reset the password for a contact. The Contact Info tabEmail, willfirst/last display the contact's Email, First name, Last name,name, admin level,level, customer access rights, and customerany access rights, as well as anycustom fields youconfigured mayunder haveGlobal includedSetup / Contacts
      Appointments (small tab, distinct from the Contacts tab on the Global Setup page. The  Appointments tab, not to be confused with the main Appointments tabtab) onAll theappointments topfor line,this showscontact all theselectedLog contact'sEmail appointments.  The Log tab shows what emails have been senthistory and a log of when appointments were booked or canceled.canceled The Vendor Access tab allows you to set up Resource Access and Event Access settings for administrators

      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 administrators.account's default password (configurable under Global Setup / Contacts)

        Setting Up Vendor Access

        IMPORTANT NOTE:Important: If you areWhen adding a new contact with anAppointment access level of eitherViewer, Appointment Viewer,Maker, Appointment Maker, or Resource Administrator,Administrator makeaccess, be sure youto check the resourceappropriate box inunder theVendor Access / Resource Access section.— otherwise they won't have access to any resources.

        On the Vendor Access tab, the Master AccessAccess: sectionThe with the 'allow"Allow access to all events and all resources'resources" checkoption boxunder Master Access is only available for Appointment Viewer and Appointment Maker accesslevels. levelsIt only.is Thenot available for Resource Administrator andor Event Administrator accesslevels, levelswhich dorequire notresources/events supportto thebe mastergranted access.individually.

        Once you have selected

        Adding a contact, you will also have the option to reset the password for a contact. The

        Reset PW 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 Global Setup / Contacts page.

        Add a newNew Contact

          Click Add.

          To add a new contact, select the Add button.  On the form, you will need to fillFill in the fields wheremarked you see the text <not entered>.

          on the form.

          TheNote: formYou will not allow you tocan't create a new contact recordusing with thean email address thatthat's already existsassociated with another contact on the vendoryour account.

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