Managing contacts
10 articles
How to create a contact
Learn how to easily create and manage contacts in Calendly to enhance scheduling efficiency. This article guides you on adding new contacts, updating existing ones, and leveraging features to streamline your productivity.
How to create and manage custom fields for contacts
Create and manage custom contact fields that pull booking-form answers into your Contacts table. Learn how to add a custom field from the Columns menu, map an event question to it, and edit or delete it via the three-dot menu.
How to delete a contact
Learn how to delete contacts from Contacts table and the contact details page.
How to filter and save contact views
Learn how to efficiently filter and save contact views for effective outreach. Discover methods for grouping contacts, tracking interactions, and personalizing follow-ups to boost your engagement and streamline communication efforts.
How to import and export contacts
Learn how to import contacts via CSV or Typeform, map required name/email fields, handle duplicates (merge/overwrite/skip), manage form connections, and export contacts for reuse across tools
How to manage a contact
Learn how to efficiently manage your contacts by updating details, viewing meeting history, creating custom fields, and deleting old contacts. This article provides step-by-step instructions to keep your contacts organized and up to date.
How to manage automatic contact creation
Learn how to control Calendly's limited-availability automatic contact creation by enabling triggers for meetings or Google notetaker and excluding domains or emails to keep your contacts list clean
How to manage contact lists
Manage contact lists: use manual lists to hand-pick contacts and views to auto-include by criteria, follow steps to add, remove, rename, or delete lists without deleting contacts
How to sync contacts with an external form
Automatically import contacts from Typeform or Google Forms into Calendly: connect your form, map fields (name and email required), set duplicate rules, and manage or pause connections
How to use contact notes and reminders
Use contact notes to record details, set reminders for follow-ups, edit or delete entries, view notes in the contact timeline, and get daily reminder emails.