Use the Contacts address book in Cal ID to store, search, edit, and book meetings with everyone who schedules time with you across all your events.
The Contacts section is your built-in address book in Cal ID. It automatically saves everyone who books time with you, so you can search, edit, and schedule with them from one place.
To update someone’s details, click Edit Contact. A pop-up opens where you can change the contact information. Click Update Contact to save your changes.
Blocking stops someone from scheduling with you. A blocked contact can no longer book any of your event types until you unblock them.
1
Find the contact
Go to Contacts and locate the person you want to block.
2
Block them
Click the three dots (…) under the Actions column and select Block Contact.
Blocked contacts stay in your address book, so their meeting history is preserved. You can review and unblock them at any time from the Contacts section.
Blocking applies to that contact’s email address. If the same person books again from a different email address, they arrive as a new contact and are not blocked.
Blocking does not cancel bookings that already exist. Cancel any upcoming meetings with that person separately.
Tags let you group contacts — by client, priority, source, or anything else — so you can filter your address book quickly. Each tag has a name and a colour, and a contact can carry several tags at once.
Click the contact’s Tags field to open the tag selector.
2
Remove and save
Remove the tag you no longer want, then click Save.
Removing a tag from a contact only unlinks it from that person. The tag itself stays available and remains applied to every other contact that carries it.
Create your tags before a busy period rather than during one. Tagging a contact as you add them takes seconds; retro-tagging a few hundred contacts does not.
