Creating an Organisation contact
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Go to the website
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Log in as an admin
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In profile picture dropdown, select ‘My account’
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In left menu, select ‘Contacts’
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In contacts, click New contact
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Select contact type as Organisation from dropdown
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In contact details, input name, billing address and contact information of the organisation
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Click Save to save the organisation contact
Creating an Org Rep contact
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Go to the website
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Log in as an admin
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In profile picture dropdown, select ‘My account’
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In left menu, select ‘Contacts’
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In contacts, click New contact
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Select contact type as Org rep from dropdown
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In contact details, input First name, last name, email address
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In organisation input, search and select the organisation from dropdown
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Click Save to save the org rep contact
Creating a Student contact
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Go to the website
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Log in as an admin
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In profile picture dropdown, select ‘My account’
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In left menu, select ‘Contacts’
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In contacts, click New contact
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Select contact type as Student from dropdown
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In contact details, input First name, last name, email address
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Click Save to save the contact
Creating a Trainer contact
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Go to the website
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Log in as an admin
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In profile picture dropdown, select ‘My account’
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In left menu, select ‘Contacts’
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In contacts, click New contact
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Select contact type as Trainer from dropdown
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In contact details, input First name, last name, email address
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Turn ON ‘Contact profile - Trainer’ as YES
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Click Save to save the contact
Editing/Deleting a Contact
You can edit the details of contacts such as profile details, personal information, address details, bookings, timetable, and so on.
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On the Contacts page, click the contact that you want to edit/delete.
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All the details of the contact will be rendered editable.
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Edit the values of required fields and click Save. The contact details will be updated.
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To delete the contact, click Delete. A confirmation dialog will be displayed.
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Click Delete to delete the contact
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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.
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You can not delete a contact that has been invited to log in to the system and is pending email verification.