Contacts
When someone books a meeting through meetergo, their contact information is automatically managed in your private contacts database. This article explains how contacts are created, updated, and managed to help you understand your contact list better.
A new contact is created when someone books their first meeting
For future bookings, meetergo checks if the email address already exists for a contact
If the email exists, the appointment is added to the existing contact
Contact details are only updated if information was previously missing
Recurring bookers automatically get tagged as "Recurring"
Contacts who complete double opt-in receive the "Optin" tag
The host of a contact's first meeting becomes their account owner. The contact's company is automatically determined based on their email domain.
Currently, a contact's company information cannot be edited
To see a contact's meeting history:
Click on the contact in your contacts list
View all their past and upcoming appointments
Note: If you have set a deletion period for data privacy compliance, appointments older than this period won't be visible as they are automatically deleted.
To modify contact details:
Click on the contact
Look for the "Edit" button below their name
Make your changes
Click "Save"
Once you save the updated information, it won't be overwritten by future bookings.
Their appointments are all linked to the same contact profile (based on email address). They'll receive the "Recurring" tag, and only missing information will be updated.
Companies are automatically tracked based on the contact's email domain. This information currently cannot be manually edited.
Yes, once information is saved in a contact's profile, it won't be overwritten by future bookings. Only previously empty fields can be updated through the booking process.
If you've set a deletion period, older appointments are automatically removed to maintain data privacy compliance. However, the contact profile remains intact.
How Contacts Are Created & Updated
A new contact is created when someone books their first meeting
For future bookings, meetergo checks if the email address already exists for a contact
If the email exists, the appointment is added to the existing contact
Contact details are only updated if information was previously missing
Recurring bookers automatically get tagged as "Recurring"
Contacts who complete double opt-in receive the "Optin" tag
The host of a contact's first meeting becomes their account owner. The contact's company is automatically determined based on their email domain.
Currently, a contact's company information cannot be edited
Viewing Contact History
To see a contact's meeting history:
Click on the contact in your contacts list
View all their past and upcoming appointments
Note: If you have set a deletion period for data privacy compliance, appointments older than this period won't be visible as they are automatically deleted.
Updating Contact Information
To modify contact details:
Click on the contact
Look for the "Edit" button below their name
Make your changes
Click "Save"
Once you save the updated information, it won't be overwritten by future bookings.
Frequently Asked Questions
What happens when a contact books multiple times?
Their appointments are all linked to the same contact profile (based on email address). They'll receive the "Recurring" tag, and only missing information will be updated.
How is company information handled?
Companies are automatically tracked based on the contact's email domain. This information currently cannot be manually edited.
Can I prevent contact information from being updated?
Yes, once information is saved in a contact's profile, it won't be overwritten by future bookings. Only previously empty fields can be updated through the booking process.
What happens to old appointment records?
If you've set a deletion period, older appointments are automatically removed to maintain data privacy compliance. However, the contact profile remains intact.
Updated on: 20/02/2025
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