Contacts

Public Beta Feature

Contacts functionality is currently in public beta.

Contacts make it easy to see who you're meeting with, review notes and scheduling history, and book follow-up engagements directly from Calendly. With contacts functionality, you have the capability to:

Create a contact

Contacts are automatically created for each invitee that schedules with you, however, you also have the option to manually add contacts within your Calendly account.

To create a contact
  1. Navigate to your Contacts tab.
    Contacts Tab.png

  2. Select + New Contact.
    Create contact button.png

  3. Enter contact Name.
    Contact Name.png

  4. Enter contact Email address.
    Contact Email.png

  5. (Optional): Enter contact Timezone.
    Find contacts timezone GIF.gif

  6. (Optional): Enter contact Phone number.
    Contact Phone Number.png
    • Select your contact's Country code for their phone number.
      Contacts phone number Country code GIF.gif

  7. Select Save contact.
    Save contact button.png

Edit a contact

Change invitee phone numbers, timezones and names within your contacts tab. When changes occur, easily update your contact within Calendly.

To edit a contact
  1. Navigate to your Contacts tab.
    Contacts Tab.png

  2. Select the Three Edit Dots Image.png icon to the right of the contact you are looking to edit.

  3. Edit the contact details you are looking to change.

Schedule a contact

Schedule a meeting on behalf of your contact by choosing an event type, a date and time, then send a notification of the scheduled meeting.

To schedule a contact
  1. Navigate to your Contacts tab.
    Contacts Tab.png

  2. Select Schedule next to the contact you are looking to schedule time for.
    Contacts Schedule Button.png

  3. Select the event you are looking to schedule with your invitee.
    Contacts Select an Event Type to share.png
  4. Select Next.
    Contacts next button.png

  5. Choose the desired date and time you would like the meeting to take place.
    • Answer required invitee questions on behalf of your invitee.

  6. Select Book meeting.
    Contacts book meeting button.png

Share availability 

On our paid plans will lhave the capability to share a scheduling link via email from within Calendly highlighting availability for a contact so they can pick the time that works best to schedule with you.

To share availability with a contact
  1. Navigate to your Contacts tab.
    Contacts Tab.png

  2. Select Share availability next to the contact you are looking to reach out to.
    Contacts Share Availability Button.png

  3. Select the event you want your invitee to schedule with you.
    Contacts Select an Event Type to share.png
  4. Select Next.
    Contacts next button.png

  5. For users who have integrated Gmail for workflows or Outlook for workflows:
    1. Choose which email address you would like to be used to send an email.

  6. (Optional) Edit your email content.

  7. (Optional) Select the checkbox next to Include cancellation policy to include your event cancellation policy.
    Contacts include cancellation policy checkbox.png

  8. Select Send Email.
    Contacts send email button.png

Review contact specific scheduled events

Review all scheduled events within Calendly for a particular contact from within their contact card.

To review contact specific scheduled events
  1. Navigate to your Contacts tab.
    Contacts Tab.png

  2. Select the name of the contact you are looking to review meeting history for.

  3. Select View all from the meeting history section of your contact card.

Favorite a contact

Favorite a contact to add it to your Favorites list making that contact easier to find later on!

To favorite a contact
  1. Navigate to your Contacts tab.
    Contacts Tab.png
     
  2. Select the star next to the contact you would like to favorite.
    Favorite a contact GIF.gif
    • Once selected, that contact will appear within your contact favorites list.