> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cal.id/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Managing Your Contacts in Cal ID

The [**Contacts**](https://cal.id/contacts) section is your built-in address book — it auto-saves everyone who books with you and lets you manage those relationships in one place.

| How contacts are created

* **Automatically:** each time someone books via your Cal ID URL, a contact is created with their name, email, and phone.
* **Manually:** click **+ Add Contact** (top right).

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_1bbzj29.png =1185x615)

Enter their full name, email, phone, and private notes.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_1ewy71d.png =1183x615)

| Find and view contacts

Search by name, email, or phone from the top-left search bar.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_liwn08.png =1172x615)

To see everything, click the **three dots (…)** under **Actions** and choose **View Profile**.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_12wggiw.png =1174x615)

The profile shows their info, your private notes, and their **upcoming meetings** and **history**. Click **Edit Contact** to update details, then **Update Contact**.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_dw34zx.png =1180x615)

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_yxhgh0.png =1182x615)

| Take action on a contact

From the **three dots (…)** under **Actions**:

|| Share availability

Click **Share Availability**, pick the **event type**, then copy the link or send it via WhatsApp or Gmail.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_1064gr9.png =1180x615)

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_1tsd89y.png =1192x615)

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_14m7ang.png =1192x615)

|| Schedule directly

Book for them without sending a link:

1. Click **Schedule Meeting**.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_w83fqq.png =1192x615)

2. Choose the **event type**.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_d02okh.png =1183x615)

3. Pick the **date and time**.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_10vjgm1.png =1183x615)

4. Fill in any questions (name and email are prefilled from the contact).

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_12m5y86.png =1183x615)

5. Click **Confirm Booking** — it appears in **Bookings** and your **Unified Calendar**.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_117jlbo.png =1183x615)

| Delete a contact

Open **View Profile** and click the red **Delete Contact** button.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_1baygm4.png =1188x615)

| Block a contact

Prevent someone from scheduling with you:

1. Go to [Contacts](https://cal.id/contacts) and find the contact.
2. Click the **three-dot (⋮)** menu and select **Block Contact**.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_1r2s0zk.png =1232x615)

They can no longer book you until you unblock them. Manage blocked contacts anytime from the Contacts section.

| Manage contact tags

Organize contacts with custom tags for easy filtering.

**Create a tag:**

1. Go to **Contacts** and click **Manage Tags**.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_c7cwcw.png =1233x615)

2. Enter a name.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_1r36dxm.png =1233x615)

3. Choose a color.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_1704oed.png =1233x615)

4. Click **Create**.

**Add a tag to a contact:** click the **+** icon or **Tags** field next to the contact, select tags, and click **Save**.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_1w3ztra.png =1226x615)

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_io7bes.png =1206x615)

![](https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image_r5l74y.png =1206x615)

**Remove a tag:** open the contact's **Tags** field, remove the tag, and click **Save** — the tag stays available for other contacts.
