ContactsBeginner4 min read

Managing Your Contacts

Keep your clients organized with Meetlr's contacts feature — view booking history, search, filter, and manage guest records.

Every guest who books through Meetlr is automatically added to your contacts list. This gives you a built-in client directory with booking history, making it easy to track relationships and follow up.

Accessing Contacts

Click Contacts in the left sidebar to open your contact list. All guests who have booked with you are displayed here, sorted by most recent interaction.

Searching and Filtering

Use the search bar at the top to find contacts by name or email address. Filters let you narrow the list by:

  • Event Type — Show only guests who booked a specific event
  • Date Range — Find contacts who booked within a specific period
  • Booking Count — Identify repeat clients or one-time visitors

Contact Information

Each contact record includes the guest's name, email address, total number of bookings, date of their first booking, and date of their most recent booking. Click any contact to view their full profile and booking history.

Automatic Contact Creation

Contacts are created automatically when someone books for the first time. If the same email address books again, the new booking is added to the existing contact record rather than creating a duplicate. This gives you an accurate history of every interaction with each client.

Tips

  • Review your contacts list regularly to identify your most active clients
  • Use the search function before meetings to quickly pull up a guest's history
  • Export your contacts for use in email marketing tools or CRM systems
  • Pay attention to repeat bookers — they are your most valuable clients

Ready to try this feature?

Create your free Meetlr account and start using this feature in minutes.

Get Started — Free