Facility Scheduler Help
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Contacts

You may assign a predefined Contact to each Reservation. This ensures that staff names are consistent among all Reservations. Contacts are optional - your Reservations do not have to have Contacts assigned to them.

You can store email addresses, phone numbers, and other information for each Contact.

Reservation Confirmation Email Messages automatically use the stored email address to ensure the staff member gets their confirmation.

Note: all Buildings in your Group share the same Contact list. This is to accommodate staff members that may work at multiple buildings.

Creating Contacts

From any screen, click Setup, then Contacts. A new Contact will appear. Click any box to edit that field. At a minimum, you should define a First Name, Last Name, and Email Address for each Contact. Start adding Contacts on the Contact Setup Screen. The Email Address should be a full email address (including the domain name).

Deleting Contacts

To delete a Contact, click on the More... link. You cannot delete Contacts who are Scheduling Managers, or who have any Reservations attached to them.

Using Contacts in Reservations

When creating or editing a Reservation, simply choose a Contact from the first drop-down list. If you leave Send Confirmation to Contact checked, they will automatically receive an email message at the stored email address.

 


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