This article guides you through adding and managing Points of Contact in a few simple steps. Enhance event management with clear, accessible communication through well-configured Points of Contact.
Accessing the Point of Contact Tab
Locate the Registration section in the sidebar. Then click on the tab to expand the menu.
From the expanded Registration menu, locate the Points of Contact tab in the sidebar.
By clicking on the tab, you will be redirected to the Points of Contact page, where you can start configuring your new Points of Contact details.
Adding a New Point of Contact to an Event
That's a step-by-step guide to walk you through adding and configuring a new Point of Contact.
Step 1: Add a New Point of Contact
Click on the "+ Add Contact" Button:
In the Points of Contact section, locate and click the + Add Contact button in the top-right corner to open the configuration form.Start Configuring the Points of Contact Details:
The form will open with multiple sections requiring input. Mandatory fields are marked with a red asterisk (*).
Step 2: Configure Points of Contact Details
Personal Information:
Profile Picture (Optional): Upload or set a profile picture for the Points of Contact.
First Name (Mandatory): Enter the first name of the Points of Contact.
Last Name (Mandatory): Enter the last name of the Points of Contact.
Contact No. (Mandatory): Input the phone number for the Points of Contact.
Email (Mandatory): Provide the Points of Contact's email address. This will serve as their primary contact method.
Include attendees:
Use this field to link the Points of Contact with attendees if necessary. Start typing to search and select attendees to associate with this Point of Contact.
Event Selection:
The Event is preselected and cannot be changed.
Step 3: Configure Credentials
Username (Mandatory):
Assign a unique username for the Points of Contact.
Password (Mandatory):
The system will auto-generate a strong password. You can reset it if necessary.
Ensure the password strength indicator shows that the password is strong.
Generate QR Code (Optional):
Click the Generate QR Code button to create a unique QR code for the Points of Contact. This is useful for identification or access purposes during the event.
Step 4: Save or Cancel
Save the Points of Contact:
Once all fields are configured, click the Save button at the top-right corner to finalize the addition of the Points of Contact.
Cancel the Process:
If you wish to discard the changes, click the Cancel button instead.
Editing an Existing Contact
Locate the Contact to Edit:
In the Points of Contact panel, find the contact you want to update.
Click the Edit Icon:
Click the pencil icon under the Edit column next to the contact's name.
Modify the Details:
Update any required fields such as name, contact number, email, or associated users.
You can also replace the existing photo if needed.
Save Changes:
Click Save at the top-right corner to apply the updates.
Deleting a Point of Contact
Access the Edit Screen:
Click the pencil icon next to the contact.
Delete the Contact:
Select the Delete option in the edit screen or from the three-dot menu.
Confirm Deletion:
Confirm the action to permanently remove the contact.
By following this guide, you can efficiently add and configure a Point of Contact for your event, ensuring smooth communication and management during your event.