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.

How Contacts Are Created & Updated

1. A new contact is created when someone books their first meeting
2. For future bookings, meetergo checks if the email address already exists for a contact
3. If the email exists, the appointment is added to the existing contact
4. Contact details are only updated if information was previously missing
5. Recurring bookers automatically get tagged as "Recurring"
6. Contacts who complete double opt-in receive the "Optin" tag
7. Contacts get the contact tags of the booking page they booked. Tags are only added, never removed

The host of a contact's first meeting becomes their account owner. The contact's company is automatically determined based on their email domain.

Tagging Contacts by Booking Page

Use contact tags to see who books what, for example webinars or live sessions.

1. Open the booking page in the editor
2. Go to Apps
3. Add tags under Contact tags
4. Click Save

Everyone who books this page gets these tags on their contact, returning bookers included. A contact who books a second page with other tags keeps both sets.

Viewing Contact History

To see a contact's meeting history:

1. Click on the contact in your contacts list
2. View all their past and upcoming appointments

Updating Contact Information

To modify contact details:

1. Click on the contact
2. Look for the "Edit" button below their name
3. Make your changes
4. Click "Save"

Once you save the updated information, it won't be overwritten by future bookings.

FAQ

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.