Contacts

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 administrators and participants. As soon as a participant logs into the online scheduler, their contact information will be stored in the contacts section.

• From the Admin UI, select the Contacts tab on the top line of the screen

Note 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, 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 Setup tab on the Global Setup page.
  
• 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.
• The Contact Info tab will display the contact's Email, First name, Last name, admin level, and customer access rights, as well as any fields you may have included from the Contacts Setup tab on the Global Setup page.
• The  Appointments tab, not to be confused with the main Appointments tab on the top line, shows all the selected contact's appointments. 
• The Log tab shows what emails have been sent and when appointments were booked or canceled.
• The Vendor Access tab allows you to set up Resource Access and Event Access for your administrators. 

IMPORTANT NOTE: 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 Resource Access section. 

On the Vendor Access tab, the Master Access section with the 'allow access to all events and all resources' check box is available for Appointment Viewer and Appointment Maker access levels only. The Resource Administrator and Event Administrator access levels do not support the master access.

Once you have selected 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 Setup page.

Add a new Contact

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

The form will not allow you to create a new contact record with the email address that already exists on the vendor account.