Add New Contacts

Contacts are individuals for whom you will be booking equipment in a Reservation or a Check-out. Some Contacts may also be linked to a User, who can also log in to Cheqroom. They allow you to keep on top of:

• Contact information about who checked out reserved equipment

• Booking equipment maintenance and repair

• If linked to a User, managing their own equipment calendar

Adding a new Contact

1. Click Contact

2. Click New Contact

3. Enter a Contact name and email address

4. Fill in the fields (standard or custom fields)

5. Click Add (top of the screen)

Important 

A Contact can't actually log in to Cheqroom, but a User can. However, a Contact can be linked to a User.

Related articles:

• Importing Contacts from spreadsheet

• What's the difference between Users and Contacts?

• Blocking contacts

• Adding new users to your Cheqroom account

• Adding extra fields to a Contact