Adding Contact as an Admin

Creating an Organisation contact

  • Go to the website

  • Log in as an admin

  • In profile picture dropdown, select ‘My account’

  • In left menu, select ‘Contacts’

  • In contacts, click New contact

  • Select contact type as Organisation from dropdown

  • In contact details, input name, billing address and contact information of the organisation

  • Click Save to save the organisation contact

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Creating an Org Rep contact

  • Go to the website

  • Log in as an admin

  • In profile picture dropdown, select ‘My account’

  • In left menu, select ‘Contacts’

  • In contacts, click New contact

  • Select contact type as Org rep from dropdown

  • In contact details, input First name, last name, email address

  • In organisation input, search and select the organisation from dropdown

  • Click Save to save the org rep contact

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Creating a Student contact

  • Go to the website

  • Log in as an admin

  • In profile picture dropdown, select ‘My account’

  • In left menu, select ‘Contacts’

  • In contacts, click New contact

  • Select contact type as Student from dropdown

  • In contact details, input First name, last name, email address

  • Click Save to save the contact

CourseCo____Contacts3.png


Creating a Trainer contact

  • Go to the website

  • Log in as an admin

  • In profile picture dropdown, select ‘My account’

  • In left menu, select ‘Contacts’

  • In contacts, click New contact

  • Select contact type as Trainer from dropdown

  • In contact details, input First name, last name, email address

  • Turn ON ‘Contact profile - Trainer’ as YES

  • Click Save to save the contact

CourseCo____Contacts3.png


Editing/Deleting a Contact

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

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

  • All the details of the contact will be rendered editable.

  • Edit the values of required fields and click Save. The contact details will be updated.

  • To delete the contact, click Delete. A confirmation dialog will be displayed.

  • Click Delete to delete the contact

  • 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.