Contacts

In the Admin UI tool, select Contacts on the sidebar. On the Contacts page, you can search for a contact, select the contact, and then view the information about that contact. Your contacts are your list of teachers, administrators, parents, and students (optionally). As soon as a parent logs into the online scheduler, their contact information will be stored in the contacts section.

Note that parent names do not automatically display in the contacts section. You need to search by either first name, last name,  or email address to find your parents.

Search Console

• The Search Console section allows you to search by Last name, First name, Email address, and any other fields that you identify as an ID field in the Global Setup / Contacts 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.

View the Info

After you search, you can select a contact in the search results. On the right side, you will see the contact's information. There are several small tabs on the right.

• 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 Global Setup / Contacts 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 Vendor Access tab, 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 the default password, go to the Global Setup / Contacts page, Advanced Options section.

Add a new Contact

To add a new contact, select the Add button. In the drop-down, you would have 5 options: 

1. Admin
2. Teacher
3. Student
4. Parent
5. Other

Selecting one of these options will display an appropriate form; each form includes different contact fields, oriented to the contact you are going to add. 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.