Each contact in Meetlr has a detailed profile page showing their complete history with you. This is invaluable for preparing for meetings and understanding your client relationships.
Opening a Contact Profile
Navigate to Contacts in the sidebar and click on any contact name to open their profile. You can also access a contact profile from any booking detail view by clicking the guest's name.
Profile Information
The contact profile displays:
- Name and Email — The guest's contact information
- Total Bookings — How many times they have booked with you
- First Booking — When they first became a client
- Last Booking — Their most recent interaction
Booking History
Below the profile summary, a chronological list shows every booking this contact has made. Each entry includes the event name, date, time, status, and any notes you added. Click any booking to view its full details including custom question responses and meeting notes.
Notes
Add internal notes to any contact profile for your reference. Click Add Note to record important information about the client — their preferences, goals, follow-up actions, or anything else relevant. Notes are private and visible only to you.
Tips
- Review a contact's history before every meeting to refresh your memory
- Use notes to track client preferences and personalize your interactions
- Monitor booking frequency to identify clients who may need re-engagement
- Look at custom question responses from past bookings to understand the client's evolving needs