Manage Contacts
The Contacts tab serves as a central directory for everyone who interacts with your account. A participant’s information is automatically saved here as soon as they log into the online scheduler for the first time.
Searching for Contacts
By default, participant names do not automatically populate in a list. To find a specific person:
Adding and Removing Contacts
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To Add: Click the green Add button and fill in the required fields.
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Important: If you receive an error regarding a duplicate email address, the system will flag the record in red. You should delete the duplicate record to avoid system errors.
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To Delete: Select the contact from the list and click the Delete button.
Contact Details and Tools
Once a contact is selected, their information will appear in the panel on the right. You can navigate through several specialized tabs to manage their profile:
Contact Info
Displays the user's primary details, including Email, First/Last Name, Admin Level, and Customer Access Rights. Any custom data fields collected during registration will also appear here.
Appointments
This tab (internal to the contact record) displays a complete list of all appointments associated with this specific person.
Log
A historical record for the contact, showing:
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Timestamps for when appointments were booked or canceled.
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A record of all automated and manual emails sent to them.
Vendor Access
Used specifically for staff, this tab allows you to define which events or resources an administrator has permission to manage.
Password Management
If a participant or administrator forgets their password, you can reset it manually from their contact record.
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Resetting: Click the Reset PW button.
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Result: This reverts their password to the account's Default Password.
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Configuration: To view or change what the default password is, navigate to the Global Setup / Contacts page.