My contacts
The contacts tab displays a list of all the clients who have booked a meeting with you.
NeetoCal automatically updates each contact's profile with their latest and upcoming meeting details, so you always have the latest information.
To view your contacts, click Contacts on the left-side pane and then select My contacts. This will show you the list of your clients. Please note that the My contacts tab is only visible to Hosts with clients.
You can view detailed contact information when you click on any contact.
All contacts
All contacts provides a complete list of all client contact profiles. This feature is valuable for those who need to manage marketing campaigns or schedule follow-ups with contacts.
Contact information
Contact information page provides a centralized view of all information related to a specific contact, allowing you to quickly access important details and manage related bookings efficiently.
To view, contact information, click on any contact name from the contacts list. Right side pan will display all the contact information such as,
Contact name
Email address
Upcoming and last meeting details
Total amount paid (sum of all absolute transaction values)
Total number of bookings
Timeline view (shows all bookings associated with this contact)