# 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:

- Navigate to the **Contacts** tab in the top navigation bar.
- Use the **Search Control** list to search by **Last Name**, **First Name**, or **Email Address**.
- *Note:* You can also search by any custom ID fields you have configured on the **Global Setup / Contacts** page.

#### **Adding and Removing Contacts**

- **To Add:** Click the green **Add** button and fill in the required fields.
    
    
    - *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.
- **To Delete:** Select the contact from the list and click the **Delete** button.

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### **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:

- Timestamps for when appointments were booked or canceled.
- 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.

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### Password Management

If a participant or administrator forgets their password, you can reset it manually from their contact record.

- **Resetting:** Click the **Reset PW** button.
- **Result:** This reverts their password to the account's **Default Password**.
- **Configuration:** To view or change what the default password is, navigate to the **Global Setup / Contacts** page.