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Managing Your Contacts

View and organize people who have booked with you

CalendarPA automatically creates contact records for everyone who books with you.

Accessing Contacts

Dashboard Contacts page
  1. Click Contacts in your dashboard

  2. View all people who have booked

  3. Search by name or email

Contact Information

Each contact shows:

  • Name and email

  • Total bookings

  • Last booking date

  • Custom question responses

  • Tags (Pro feature)

Searching Contacts

Use the search bar to find contacts by:

  • Name

  • Email address

  • Company

On Pro and up, you can also filter by tag with the All Tags menu.

Contact Details

Click any contact to see:

  • Booking history (complete history on Pro and up)

  • All form responses

  • Private notes (Pro and up)

  • Applied tags

Exporting Contacts

On Pro and up, click the download icon (Export CSV) next to Add Contact at the top of the Contacts page. The file downloads straight away.

It holds your contacts newest first, up to 10,000, with ID, email, name, phone, company, notes, total bookings, last booked date and date added. Search and filters on the page don't change what the file contains.

Privacy

Contact data is stored securely and only visible to you. Review our Privacy Policy for details on data handling.

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