Manage your schedule

How to manage contacts

Find a person, review appointment history, and choose the next scheduling action.

Start the guide 3 minute guide
Updated 2026-07-19Reviewed by Calenyo product team

Step-by-step

Follow the real product.

1 of 3
Step 1 · Contacts

Find the person—or add them first

Search for Morgan, or select New contact to add someone before their first booking.

Good to know: Matching email or phone details keep appointment history connected.
Example Calenyo contacts list with Morgan Lee selectedActual Calenyo screen · Sample account

You’re done when

Jason can prepare for Morgan’s next call from one record.

  • Morgan’s contact details are current.
  • The note is useful and contains only appropriate context.
  • The chosen scheduling action matches what Morgan needs.

Free during early access

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