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Hi Guys

Simply I want to rebook the same customers in future, is there a way of retaining their details in calendly? I don’t want to have to input all their details in again each time? Cheers

Hi @Ricky52162!

There most certainly is. The feature you’re looking for is Contacts. Every time you schedule a meeting with Calendly, the information is retained in your Contacts. From there, you can select a contact and book a meeting.

More on Contacts here.


Great, I just noticed it doesn't retain their address, it would be super helpful if we could have it auto populate when we start typing in their name and it retains their address and details so we could simply re book again without too much hassle :) 


Hi @Ricky52162,

 

Can you describe where you were hoping for their name to auto populate when typing? In the contacts feature there is a search bar and your contact should appear pretty quickly once you start typing their name in the search function. Once they come up you should see their email address and any other necessary information that was captured upon your first scheduled meeting with. them. You can book a meeting directly through that contacts area. If you are looking to keep their physical address, that is not something Calendly retains at this time. The contacts area is lean and only collects name, email, address, phone number, and timezone. 


It would be great to auto populate from entering the booking I want , start typing their first name it is searches the contacts list and then you can add location as the address we previously assigned also. As I do consultations and then meetings if I can add them once and then create meetings to the same address for different services through the various booking links that would be great. 


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