Do you have a client that is changing their email address or booked an appointment using the wrong address? This guide will walk you through the steps you can take to accommodate their email change in your Roster.
To get started, first create a new appointment with the new, correct email address that you would like to associate with the client. Put a word like “Active” next to their name so you'll be able to easily find this new contact in your Roster in future steps. Make sure that you choose to "Add Contact to Roster".
In your Roster, find the existing contact (the one that uses the old or incorrect email address) and modify their first or last name to include something like “Inactive". As long as you don't click "Remove contact from Roster" at the bottom of the Roster contact, all information tied to the old account will be retained. You will always be able to see information from previous appointments or that you collected into the Roster (things like phone number, payment information, email address, notes, files, forms) that might've been associated with the client's old email address.
Copy over any information you might need from the old Roster contact to the new Roster contact. Moving forward, please ensure that you book all appointments using the Roster contact associated with the updated or new email address.
You can also reach out to OnCall's Customer Success Team to have an update process to a Roster contact without having to duplicate the Roster contact.
Need A Hand? 🙋🏽🤔
Followed all the steps but still having issues? Feel free to reach out to our support team, we're more than happy to help!
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