# Contacts

The **Contacts** tab is where your full list of teachers, administrators, students, and parents is stored. Parent contact records are created automatically the first time they log into the online scheduler.

> **Note:** Student and parent 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 left-hand side dashboard.

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#### Viewing Contact Info

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

<div class="overflow-x-auto w-full px-2 mb-6" id="bkmrk-tab-what-it-shows-co"><table class="min-w-full border-collapse text-sm leading-[1.7] whitespace-normal"><thead class="text-left"><tr><th class="text-text-100 border-b-0.5 border-[hsl(var(--border-300)/0.6)] py-2 pr-4 align-top font-bold" scope="col">Tab</th><th class="text-text-100 border-b-0.5 border-[hsl(var(--border-300)/0.6)] py-2 pr-4 align-top font-bold" scope="col">What it shows</th></tr></thead><tbody><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Contact Info**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Email, first/last name, admin level, customer access rights, and any custom fields configured under **Global Setup / Contacts**</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Appointments** *(small tab, distinct from the main Appointments tab)*</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">All appointments for this contact. For students, this shows enrolled classes.</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Log**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Email history and a log of when appointments were booked or canceled</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Vendor Access**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">Resource Access and Event Access settings for administrators</td></tr><tr><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">**Parents-Students Map**</td><td class="border-b-0.5 border-[hsl(var(--border-300)/0.3)] py-2 pr-4 align-top">View, create, or edit which students are linked to a parent (see *Parent-Student Relationships*)</td></tr></tbody></table>

</div>**Search options:** The Search Control list allows you to search by **Last Name**, **First Name**, **Email**, or any custom ID fields configured under **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**)

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#### 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.

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#### Adding a New Contact

1. Click **Add**.
2. Select a contact type from the drop-down: 
    - **Admin**
    - **Teacher**
    - **Student**
    - **Parent**
    - **Other**
3. Fill in the fields marked `<not entered>` on the form — fields vary depending on the contact type selected.

<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>