How to create a contact
Updated Aug 19, 20262 min read
Overview
Easily add new contacts in Calendly to streamline scheduling and boost productivity. Follow these quick steps to get started.
Automatically created contacts
Calendly automatically creates contacts for each invitee who schedules with you from 2024 onward. Contacts are created or updated based on the type of event scheduled. Here’s how it works.
New contacts
Newly created contacts will include:
- Name
- Phone (if available)
For new invitees, here’s how contacts are created:
- One-on-one and Group events: A new contact is created for the meeting host.
- Collective events: A new contact is created for all hosts assigned to the event.
- Round Robin events: A contact is created for the specific assigned host.
Existing contacts
When an existing contact schedules a meeting, their contact card is automatically updated with the "next meeting" information in Calendly.
Create a contact
Want to add someone to your contacts? Just follow these steps:
- Go to Contacts.
- Select + Add contact.
- Enter their details:
- Required: Name and Email address
- Optional: Phone, Job title, Company, LinkedIn, Time zone, Country, City, and State.
- Select Save contact.
What's next?
You’ve created a contact—great! Ready for what’s next? Here are a few ways to manage and schedule with your contacts:
- Manage a contact: Edit or remove someone from your contact list.
- Schedule with a contact: Book meetings quickly and efficiently.
- Share availability: Send your open times directly from Calendly.
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