Managing contacts

9 articles

• 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.

  1 min read·Updated April 28, 2026

• How to delete a contact

  Learn how to delete contacts from Contacts table and the contact details page.

  1 min read·Updated July 21, 2026

• 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

  2 min read·Updated July 29, 2026

• 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.

  2 min read·Updated July 7, 2026

• 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

  1 min read·Updated June 17, 2026

• 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

  3 min read·Updated July 29, 2026

• 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.

  2 min read·Updated May 8, 2026

• 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.

  2 min read·Updated March 25, 2026

• How to filter and save contact lists

  Learn how to efficiently filter and save contact lists for effective outreach. Discover methods for grouping contacts, tracking interactions, and personalizing follow-ups to boost your engagement and streamline communication efforts.

  2 min read·Updated April 16, 2026