A quick intro to Calendly Contacts — including new features: lists and custom fields
If you haven’t spent much time exploring Calendly lately, you may not have discovered Calendly Contacts — here’s a quick intro!
Calendly Contacts is a simple way to keep your relationship details, meeting history, and follow-ups in one place.
If you’re tired of hunting through email threads for context, updating spreadsheets or other tools manually, or trying to remember who to follow up with (and when), Contacts can help.
How it works
Every time someone books time with you via Calendly, a new contact profile is created with their name, email, and phone number (if available). You can also manually add contacts or import contacts from a CSV (rolling out now).
The best part: contact profiles grow over time. As you meet and interact, Contacts builds an up-to-date view of every relationship — including contact details, meeting history (plus Notetaker recaps if you have access), and upcoming meetings.
You can even book a new meeting or share your availability via email right from a contact’s profile.
We also just rolled out two new features that make Contacts even more useful: custom fields and lists.
New: Custom fields (track what matters to your business)
Not everyone tracks relationships the same way. Custom fields let you add the details you care about beyond standard contact info (like name, email, and phone number) directly to the contact table.
You can create custom fields based on:
- Invitee question (answers from booking form questions)
- Text
- Number
- Currency
- Tag
- Date
- Multi-select
Use them to track things like renewal dates, project status, budget/currency, VIP tier, birthdays, lead source, and more.
Once those details are captured, you can filter and sort your contacts table based on custom fields, which leads me to the next new feature.
New: Lists (know who needs your attention)
Lists help you stay organized as your contacts grow. Use built-in lists to quickly spot who’s new or who you haven’t met in a while, or create your own.
For example, you can create and save lists that help you answer:
- Who do I need to follow up with based on our last interaction?
- Who have I not met with yet this year?
- Who’s in a city I’ll be traveling to soon?
And you can use custom fields to build lists around the details you track, like a VIP list or renewals coming up next month.
Once you have a list, it’s easy to turn it into action: follow up by email, book time, or plan a dedicated outreach.
Get started
If you’re not sure where to begin, try creating a custom field, filling it in for a handful or contacts, then save one list you’ll check weekly.
Questions or feedback? Let us know in the comments!