Booking Contacts

Viewing Attendees

Navigate to Contacts:

• On your booking dashboard, locate the Contacts tab in the main menu.
• Click on Contacts to enter the section.

• Here, you'll find a list of attendees for your events. This list displays the name, email, and other relevant details for each attendee.

Adding a New Contact

Add New Contact:

• To add a new contact, click on the Add New Contact .
• A pop-up box will appear.

Enter Contact Details:

• Fill in the required fields in the pop-up box:

• Name: Enter the full name of the contact.
• Email: Provide the contact's email address. Ensure it's accurate for future communications
• Timezone: Select the contact’s timezone from the dropdown menu. This is important for scheduling meetings at convenient times.
• Phone Number: Enter the contact's phone number. Include the country code if necessary.

Save Contact:

• After entering all the details, click the Save button at the bottom of the pop-up box.
• The new contact will be added to your list and will appear in the Contacts section.

Managing Contacts

Upcoming Meetings:

• In the Contacts section, you can see a list of upcoming meetings with your contacts.

• This information is usually displayed next to each contact or accessible via a calendar view.

Booking Meetings:

• To book a meeting with a contact, locate the contact in the list.
• Look for an option to Book a Meeting and follow the prompts to set a date, time, and agenda for the meeting.

Contact Options:

• Next to each contact, there are three dots (often referred to as an options menu).
• Click on the three dots to access additional options:

• View: Open the contact’s detailed profile to view all their information.
• Edit: Make changes to the contact’s details. After editing, ensure to save the updates.
• Delete: Remove the contact from your list. Be cautious, as this action is usually irreversible.

Search Contacts:

• Use the search bar at the top of the Contacts page to quickly find a contact.
• You can search by entering the contact’s name or email address.
• The search function will filter the list to show matching results.