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After completing an appointment, the Appointment Summary Report Emails window displays a list of contact names and email addresses. If a contact does not have an email address, Missing Email is shown. Although contacts may have telephone numbers associated, this list only displays the contact's email addresses.

1. Select Complete the appointment.
2. From the Appointment Summary Report Emails window, select the Add icon.
3. In the Create Contact window enter the following:
   • Contact Name (required)

   • Email (required) 

   • Role - You can choose an existing role or add on-the-fly. 

   • Phone Number - The phone number field will automatically display the telephone format as you type the telephone number. If a user has an extension, "ext:" will populate after you've entered the 11th number. 

     Note
     You can only add one phone number to a new contact. Once you've synced the contact to the back office, you can add additional phone numbers.

     
     

   • Phone Type - If you select a Phone Type, the Phone Number field becomes required. 

4. Choose Save. 

   Note
   Each contact must have a unique email address and phone number cocombination. If you enter a duplicate email/phone combination, you are prompted to discard or update the original entry with the new form field entries.

   
   
   

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location location

Creating a new contact from Locations

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