Skip to main content

I have saved my contacts and have added a phone number to their saved profile.  Then, when I go to create an appointment for them, it asks me for the phone number, which I have to go back and look up every single time.  Their phone number never changes.   What a pain.  There must be a setting I am missing somewhere that will automatically pull their phone number from their profile so I don’t have to keep searching for it to enter.   Any guidance is appreciated.  Thank you.

Hi ​@Dr40427 - Thanks for reaching out.

The Contacts page is something we’re still working on and adding features to - You do bring up a great point as this is something that should auto-populate. I’ve sent your feedback over to our product team to review.

Let me know if you have any questions.


I’m surprised this is not already preset as such.  Ok, is there a way to ignore adding a phone number at that section if I am the one making the appointment for them?  Right now it won’t let you proceed unless you add a number.


You can change the location setting to Custom and type in the location details there - But if its set to Phone call, a phone number would need to be added. either yours or the invitees:
 

 


Reply