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Contacts

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.

Viewing Contact Info

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

Tab What it shows
Contact Info Email, first/last name, admin level, customer access rights, and any custom fields configured under Global Setup / Contacts Setup
Appointments (small tab, distinct from the main Appointments tab) All appointments for this contact. For students, this shows enrolled classes.
Log Email history and a log of when appointments were booked or canceled
Vendor Access Resource Access and Event Access settings for administrators
Parents-Students Map View, create, or edit which students are linked to a parent (see Parent-Student Relationships)

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

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 Setup)

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. 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.

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

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