Appointment Scheduler - Contacts User Guide

The Appointment Contacts function provides the ability to add, edit, delete, or communicate with the contacts within the Appointment Scheduler.

• Access the TeamHub apps via app.sangoma.com and select Appointment Scheduler in the left navigation bar.

• The Appointment Scheduler can also be accessed via TeamHub:

• From the TeamHub webpage or TeamHub app, click Home in the left sidebar.

• Click the View Apps button within the Apps gallery section.

• Click the ( OPEN ) button in the Appointment Scheduler section.

• Click Contacts in the left side panel.

• A list of existing Contacts is displayed.

① Add a New Contact

• Click the ( + NEW CONTACT ) button in the top right corner.

• Follow the steps in the Add / Edit Contacts section.

② Appointment History

• Click the Action ( ⋮ ) icon to the right of the desired contact and select Appointment History.

• A list of the contact’s appointments will be displayed, with the following data:

• Appointment Date and Time.

• Configuration.

• Service.

• Current Status.

③ Communicate

• Click the Action ( ⋮ ) icon to the right of the desired contact and select Communicate.

• Select the Contact’s email address to send an email or phone number to send a text message.

• Select the configuration that the message is related to.

• Enter the Message and click the ( Send ) button.

④ Edit Contact

• Click the Action ( ⋮ ) icon to the right of the existing contact and select Edit.

• Follow the steps in the Add / Edit Contacts section.

⑤ Delete Contact

• Click the Action ( ⋮ ) icon to the right of the existing appointment and select Delete.

• Enter the contact's First Name and Last Name.

• Enter the contact’s Phone number and/or Email address. Note: The phone number should only include the phone number digits. (Example 9415551234)

• Click the ( Save ) button.