Contact email | Can I edit a contacts email if they have been invited to login
Answer - Yes, you can edit the email on a contact + save. The contact will now login with the updated email and same password.
Login Email | Can a contact (not admin) change their own email
Answer - No, only admin can edit the email for a contact
Bookings | Can a booked contact (not admin) cancel their booking
Answer - No, only admin can cancel a booking
Automated emails | Do automated emails get sent to the recipient if I have not invited them to login?
Answer - Yes, emails will send to contacts, even if they never logged in to their portal
Contacts | Can there be multiple org reps in one organisation
Answer - Yes, you can add unlimited org reps to one organisation. An org rep creates his own bookings against the organisation, so org reps in the same organisation, can’t see each others bookings
Contacts | Can an org rep be linked to multiple organisations?
Answer - No, an org rep can be linked to 1 organisation, but we can discuss a potential solution to this with Super Booker add on feature.
Waitlist | Can admin add a contact to the wait list
Answer - This can’t be done via backoffice, but an admin can open the website and add a contact here
Online Content - attendee unable to start content - why?
Answer - common mistake, the schedules' online content, access length has not been set, follow the user guide here to set. (This will update all existing bookings)
OR
The access length has passed i.e. the access has closed. You must re-book the student to gain access again.
Duplicate Contacts - Can I delete or merge these contacts together
Answer - yes! duplicate contacts due to different emails is very common eg contacts signs up twice - once with work email and then with personal email.
Open a support ticket and we will merge these contacts for you (we don’t delete as there is precious data stored on each contact) - Please just confirm which email to keep.
Find contacts with the same name but different email in the ‘Duplicate Contacts’ report.
Automated emails - editing the contact. Can admin do this?
Answer - yes! Follow the user guide here to make edits to the configured automated emails.
Note: If you require additional automated emails, please open a support ticket with your request.*
*Additional automated emails may require a budget to complete. This is dependent on the automation to be configured
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