On the Contacts tab, you can search for a contact, select the contact, and then view the information about that contact. Your contacts are your list of administrators and participants. As soon as a participant logs into the online scheduler their contact information will be stored in the contacts section.

  • From the Admin UI, select the Contacts tab on the top line of the screen

Note that participant names do not automatically display in the contacts section. You need to search by either first or last name to a participant.


View the Info

After you search you can select a contact and the system will fill in the fields on the right with the contact's information. There are several small tabs on the right.

  • The Search Control list will allow you to search by Last name, First name, Email address and any other fields that you identify as an ID field on 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.
  • 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 Event Access for your administrators. 

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 this default password, see the Global Setup / Contacts page.


Add a new Contact

To add a new contact, select the Add button.  On the form, you will need to fill in the fields where you see the text <not entered>. If you receive an error message stating that you have created a contact with the same email address as an existing contact, you will want to delete this new contact record. The contact created in error will be flagged in red.