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Passwords
A participant can't remember her password. Self-service: Click Forgot Password on the login page to receive a reset email. Admin reset: Go to Contacts, search for the participant, select them, and click Reset PW. How do I change my own password? Log in, cli...
Scheduler
How do I add a logo to my scheduling site? Go to Global Setup / Business, under Account Level Settings / Account Logo, and click the Upload icon. Do you support Spanish/French versions of the scheduling page? Not natively — your browser's built-in translation...
Snow Days / Emergency Rescheduling
We need to cancel a day due to snow and move all appointments to a new date. Go to Appointments for your event. Select the date from the calendar. Click Slots / Move Slots, then select a destination date. You'll have the option to email all affected particip...
Time Slots
I created slots with the wrong duration. Slot duration cannot be edited. Delete the incorrect slots and recreate them with the correct duration. If customers have already booked appointments on those slots: When you delete the slots, you'll be prompted to eit...
Working in the Admin UI
The time slot boxes are too small — how do I adjust this? Manually: Hover over a time marker line in the left column, then click and drag to resize. Globally: Go to Settings → Vendor View Setup and adjust Time Slot Display Scale.
Account
Invoices
Administrators
Can I have multiple administrators on my account? Yes, you can set up any number of users with administrative access: Go to Contacts, click Add / Admin.... Fill in the contact's information. Set Admin Level to Administrator for full access. What administrat...
Admin UI
Appointments
Appointments List
Canceled Appointments
Contacts
Data Files
How do I create a tab-delimited text file? Using Microsoft Excel: Open the File menu and select Save As.... In the Save as type drop-down, select Text (Tab-delimited) (*.txt). Click Save. If warning messages appear, click OK or Yes. Using Google Sheets: Ope...
Emails
How can I view any emails that have been sent? This can be viewed on the individual contact level. On the Contacts page, you can search for a contact by name. Then click on the contact and then click on the small Log tab. This will show a log of appointments ...
Events
Links
Parents
A parent has forgotten her password In the Admin UI, select the Contacts tab. Search by name for the parent in the Search Control boxes. Select the parent's record — their email will display in the middle section. Click Reset PW. A parent says they booked a...