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Documentation

Contacts & CRM

Contacts

Save people you schedule with often. When creating events, you can quickly add contacts as attendees.

Go to Contacts and click "Add Contact". Enter their name and email address.

Interaction History

Every meeting and interaction with a contact is logged automatically. Never wonder "when did we last talk?"

Meeting Log

See all past and upcoming meetings with a contact. Click any to view details or notes.

Time Invested

Total hours spent with each contact across all interactions. Understand your relationship investment.

Notes & Context

Add notes to contact records. Reference them before meetings for context and follow-up items.

Scheduling with Contacts

Quickly add contacts as attendees when creating events. Just mention them by name.

@Mentions

Type @name in your event description to add a contact as attendee. "Coffee with @Sarah tomorrow at 10am".

Automatic Invites

When you add contacts to events, they receive calendar invites automatically. No manual email needed.

Quick Schedule

From a contact's profile, click "Schedule Meeting" to start a new event with them pre-added.