How contacts are created
Contacts land in your address book two ways:
Add a contact manually
1
Open the Add Contact form
Click the ”+ Add Contact” button at the top right of the Contacts page.
2
Enter their details
In the pop-up, fill in their Full Name, Email Address, Phone Number, and private Notes, then save.
Finding and viewing contacts
1
Search for a person
Type a Name, Email, or Phone Number into the search bar at the top left to quickly find anyone.
2
Open their full profile
Click the three dots (…) under the Actions column and select View Profile.
3
Review their history
The profile shows their contact info, your private notes, and a clear list of all Upcoming Meetings and Meeting History (Past/Cancelled).
Edit a contact
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.
Taking action with contacts
Click the three dots (…) under the Actions column to perform several quick tasks:A. Share availability
If a contact needs to book a new time with you, click Share Availability.
1
Choose the event type
Select the Event Type you want them to book.
2
Send it their way
Copy the Link, send it directly via WhatsApp, or open a Gmail draft with the link included.
B. Direct scheduling
You can book a meeting for a contact directly, without sending a link:1
Open Schedule Meeting
Click Schedule Meeting from the Actions menu.
2
Choose the event type
Choose the Event Type.
3
Select the date and time slot
Select the Date and Time Slot.
4
Fill in booking questions
Fill in any additional booking questions. The Name and Email are filled automatically from their contact info.
5
Confirm booking
Click Confirm Booking. The meeting will now appear in your Bookings tab and Unified Calendar.
Deleting a contact
If you no longer need a contact in your list:1
Open the profile
Go to View Profile for that contact.
2
Delete the contact
Click the red Delete Contact button on the left side of their profile page.
