Appointment Suite - Contacts User Guide

Overview

The Appointment Contacts function provides the ability to add, edit, delete, or communicate with the contacts within the Appointment App..

How to Access the Appointment Suite Contacts

Appointment Suite Contacts can be accessed via the Appointment Scheduler.

The Appointment Scheduler can be accessed directly using a browser or within TeamHub. 

• Click Contacts in the left side panel.

• A list of existing Contacts is displayed.

Appointment Contacts Actions

① Add a New Contact

• Click the ( + NEW CONTACT ) button in the top right corner.

• Follow the steps in the Appointment Suite - Contacts User Guide.

② Appointment History

• Click the Action ( ⋮ ) icon to the right of the desired contact and select Appointment History.

• A list of the contact’s appointments will be displayed, with the following data:

  • Appointment Date and Time.

  • Configuration.

  • Service.

  • Current Status.

③ Communicate

• Click the Action ( ⋮ ) icon to the right of the desired contact and select Communicate.

• Select the Contact’s email address to send an email or phone number to send a text message.

• Select the configuration that the message is related to.

• Enter the Message and click the ( Send ) button.

④ Edit Contact

• Click the Action ( ⋮ ) icon to the right of the existing contact and select Edit.

• Follow the steps in the Appointment Suite - Contacts User Guide.

⑤ Delete Contact

Click the Action ( ⋮ ) icon to the right of the existing appointment and select Delete.

Add / Edit Contacts

• Enter the contact's First Name and Last Name.

• Enter the contact’s Phone number and/or Email address.
  Note: The phone number should only include the phone number digits. (Example 9415551234)

• Click the ( Save ) button.