The Contacts page allows you to:

  • Add, edit, and delete contacts

  • Search for existing contacts based on ID, name, type, organization, role, label, email address, mobile number, address, and user status.

  • Export your contacts in CSV format.

On this page:

Adding a Contact

You can add new contacts of any of the default contact types.

1. Navigate to Contacts.

2. Click the NEW CONTACT button and select the type of contact you want to add from the dropdown list.

3. Below are the guides to create different types of contacts. Refer to the appropriate section:

Org Rep

The Add contact page for the contact type Org Rep will be displayed.

1. In the Personal Information section, enter the title, first name, last name, date of birth, and nationality in the appropriate fields.

2. Select the gender of the contact.

Date of Birth, Nationality, and Gender are optional fields.

3. (Optional) In the Address Information section, enter your personal address.

4. In the Contact Information section, enter the email address of the contact.

  • Do not duplicate the email across multiple contacts.

  • The email address entered here will be used to invite the contact to login

5. Select the Organisation in Organisation input below last name input

Any contact linked to an organization will have the same billing information as the organization.

6. Click on Send Login Invite button under contact’s email address to invite the contact to verify and log in.

7. Click Save & Add.

Make sure to not add duplicate contacts with same login emails. This will create issue in managing the CRM and Bookings

Outcomes:

  • The new contact will be saved and added to the contact type Org Rep.

  • The contact will receive an invite email from your email address.

  • The contact has to follow the link in the email and will be redirected to the website with a form.

  • The contact can set their password in the form after which they will be ready to log in with their credentials.

Student

The Add contact page for the contact type Student will be displayed.

1. In the Personal Information section, enter the title, first name, last name, date of birth, and nationality in the appropriate fields.

2. Select the gender of the contact.

Date of Birth, Nationality, and Gender are optional fields.

3. (Optional) In the Address Information section, enter your personal address.

4. In the Contact Information section, enter the email address of the contact.

  • Do not duplicate the email across multiple contacts.

  • The email address entered here will be used to invite the contact to login

5. If the student is a part of a company, scroll down to the Organisation field, search and select an existing company.

Any contact linked to an organization will have the same billing information as the organization.

6. Click on Send Login Invite button under contact’s email address to invite the contact to verify and log in.

7. Click Save & Add.

Outcomes:

  • The new contact will be saved and added to the contact type Student.

  • The contact will receive an invite email from your email address.

  • The contact has to follow the link in the email and will be redirected to the website with a form.

  • The contact can set their password in the form after which they will be ready to log in with their credentials.

Organisation

The Add contact page for the contact type Organisation will be displayed.

1. In the General Information section, enter the company name in the Name field.

2. Select the size of the organisation from the Organisation size dropdown list.

3. In the Address Information section, add the organisation’s billing address.

4. In the Contact Information section, enter the primary email address of the organisation.

  • Do not duplicate the email across multiple contacts.

  • The email address entered here will be used to invite the contact to login

5. In the Contact Preferences section, check the box(es) for your preferred mode(s) of communication. This should not be done by the Admin.

6. Click Save & Add.

You cannot invite an organisation contact to signup, verify or login. You can only add them as contacts.

Outcomes:

  • The new contact will be saved and added to the contact type Organisation.

  • The contact has to follow the link in the email and will be redirected to the website with a form.

  • The contact can set their password in the form after which they will be ready to log in with their credentials.

Trainer/Staff

The Add contact page for the contact type Staff will be displayed.

1. In the Personal Information section, enter the title, first name, last name, date of birth, and nationality in the appropriate fields.

2. Select the gender of the contact.

Date of Birth, Nationality, and Gender are optional fields.

3. (Optional) In the Address Information section, enter your personal address.

4. In the Contact Information section, enter the email address of the contact.

  • Do not duplicate the email across multiple contacts.

  • The email address entered here will be used to invite the contact to login

5. Scroll down to the Staff Profile section, toggle the Staff member switch to Yes.

6. Select the role of the staff from the Staff Role dropdown list.

7. From the staff role dropdown, select Teacher.
8. Click Save & Add.

9. Click on Send Login Invite button under contact’s email address to invite the contact to verify and log in.

Outcomes:

  • The new contact will be saved and added to the contact type Staff.

  • The contact will receive an invite email from your email address.

  • The contact has to follow the link in the email and will be redirected to the website with a form.

  • The contact can set their password in the form after which they will be ready to log in with their credentials.

Editing/Deleting a Contact

You can edit the details of contacts such as profile details, personal information, address details, bookings, timetable, and so on.

1. On the Contacts page, click the contact that you want to edit/delete.

All the details of the contact will be rendered editable.

2. Edit the values of required fields and click Save.

The contact details will be updated.

3. To delete the contact, click Delete.

A confirmation dialog will be displayed.

  • You can not delete a contact who has active bookings. To delete such contacts, cancel the contact from the booking and then delete the contact. 

  • You can not delete a contact that has been invited to log in to the system and is pending email verification.

4. Click Delete.

Outcome: The contact will be deleted.