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Adding Contacts in Bulk
Under “People”, click “Contacts” Click “Import” to open a pop-up Click to download the XLSX file Fill the XLSX sheet Upload the XLSX Choose desired “Import Settings” in the lower left corner, then click “Continue” Review the data and click “Continue” ...
Editing Individual Contacts
Click “Contacts” Use the search bar to locate the contact to be edited. Click pen (Edit) on the line of the desired contact. Complete necessary edits. Click “Ok” to save.
Adding Accounts to Dashboard for Existing Contacts
Select "+New" You will see a list of all Contacts that do not yet have dashboard accounts. Check the box to the right of each contact you want to add. Click “Continue” Select Account Type for each user or click “Set All” to choose the same account ...
Exporting Form Responses
Click the "View Responses" button to the right of the form Click "Export"
Exporting a Calendar
In the Dashboard under "Events", click on the "View" button of the calendar to be exported Click "Export"